Sector Experience

Financial Services
Technology
16
years

Years of Experience

1/18

Member Since


Bulge Bracket Investment Banks

Experience

 
Vestwell Start-Up
VP Sales/ Head of Client Success
05/2018 - 06/2019
Drive revenue and market share across business channels , responsible for developing and building strategic relationships with key accounts, and ensuring world-class customer service for clients .

Box + Flow LLC Operations
Director of Operations
10/2017 - 04/2018
Evaluate business performance by analyzing data and metrics, implement business policy + procedures, oversee financial information, and create fundraise pitch deck.

JPMorgan Chase & Co Finance
Client Portfolio Strategist
10/2012 - 09/2017
Service a client book of $22M in assets under management, create + provide insights (investment decks, market reports, portfolio strategy positioning) into the US Equity market and Behavioral Finance investment strategies, and work with senior business leaders to develop unique investment solutions to meet client needs.

UBS Global Asset Management Finance
New Business Team- Product Specialist
10/2005 - 09/2012
Write investment proposals and develop marketing materials, gather data to create competitive intelligence reports + oversee quantitative data in consultant databases for all of firm's investment strategies.

UBS Global Asset Management Finance
Fixed Income Trade Desk Support
10/2003 - 10/2005
Responsible for ensuring all trades on fixed income desk were executed correctly and efficiently.