Works as part of the FUSE research staff, mainly in quantitative and qualitative content management for the Decision Support Platform service offering, along with project support for client-specific work.

Previously 

• One Charles Private Wealth, 2017-YE2017
  
  • Supported a team that manages $500 million in assets for individuals and retirement plans
  • Provided client service and operations for over 150 families
  • Standardized marketing and business development efforts
  • Produced materials and prepared advisors for client meetings
• Charles Schwab Advisor Services, 2016-2017
  
  • Internal support for 7 person sales team covering 300+ RIAs with $60 billion+ AUM
  • Consulted on growth strategies, client experience, M&As, ADV updates, and operational efficiencies
  • Ranked #1 in role for activity during every quarter throughout 2016 
  • Developed a tool to uncover best sales opportunities and team’s strategic plan
• Cerulli Associates, 2014-2015 
  • Created research packages for global asset and wealth managers to assist their corporate initiatives
  • Presented data to clients and key partners to assist with their strategic business plans

SPECIALTIES

• Developing tools and strategy to improve efficiency and decision-making

Education & Other ExperIENCE

• University of Massachusetts, Amherst, BA, History with minor in Education
• Inducted into the National History Honors Society (Phi Alpha Theta) and the National Society of Leadership and Success
• Professional Licenses: Series 7, 63

Interesting Notes, Perhaps

• Avid scuba diver and spear fishers
• Participate in Big Brother Big Sister
• Been on Good Morning America and in People Magazine