Co-Head of Private Wealth Production - Americas

• Jul 2023 - Present

Senior Manager, Investor Relations Planning & Events

• Jul 2022 - Jun 2023

Support and manage highly visible and critical activities for the Investor Relations team including sell-side conferences, institutional one-on-one meetings, investor dinners, facility tours, road shows, analyst meetings, sell-side broker visits, and other specialized events and activities both locally and nationally. Provide departmental support via collection, organizing and distribution of key Investor Relations materials. Support and manage highly visible and critical activities for the Investor Relations team including sell-side conferences, institutional one-on-one meetings, investor dinners, facility tours, road shows, analyst meetings, sell-side broker visits, and other specialized events and activities both locally and nationally. Provide departmental support via collection, organizing and distribution of key Investor Relations materials.

Senior Investor Relations, Program Manager

• Apr 2022 - Jul 2022

Investor Relations, Program Manager

• Apr 2019 - Apr 2022

Program Manager for Institutional Forums that provide local peer to peer educational meetings exclusively for the institutional investor community.Each forum is developed through extensive local travel and feedback from the institutional investor community including executive directors, chief investment officers, senior finance and investment staff, general counsels and trustees representing institutional asset owners including public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans and investment consultants. Show less

Conference Production Director

• Nov 2017 - Apr 2019

ExL Events, Inc., (aka “ExL Pharma”) develops engaging, content-driven conferences and partnered events for dynamic industry audiences including: Pharmaceutical, Biotechnology, Medical Device, Diagnostic, Contract Research Organization, Hospital Networks, Physicians, Communications and others. Behind its diverse event portfolio, our experienced team conducts extensive market research and targeted outreach. The results translate into innovative, high-quality events that facilitate the exchange of critical information between industry professionals and suppliers who support shared goals. Previous Conference Portfolio: • The Cannabis Partnerships Congress • Adaptive Clinical Trials Symposium • GDPR Update for Global Organization • Medical Device Safety and Reporting Summit • 2nd Adaptive Clinical Trial Symposium • 2nd Biosimilar Market Access and Commercialization Strategies Summit • 3rd Payer Partnership Forum East • 4th Payer Partnership Forum West • 5th Clinical Trials Phase I & IIA Summit • 5th European Clinical Trials Inspection Readiness • 8th Clinical Trials Inspection Readiness • 8th Drug Formulation & Bioavailability • 11th Risk Evaluation and Mitigation Strategies Summit Show less

Marketing Coordinator

• May 2013 - Nov 2017

Celerant is a leading provider of innovative end-to-end retail commerce software that maximizes business growth and efficiency for startup to enterprise businesses. Supplement the power and simplicity of our retail commerce software for in-store and eCommerce , online marketing services, industry-specific functionalities and features, and flexible pricing models to enable retailers to focus on their business, not their software. Create and distribute email campaigns using Act-On marketing automation software to both client and prospect base to increase lead generation. Create content for corporate website as well as sales sheets, PowerPoint presentations, and other collateral. Assist marketing team with creative concepts for sales material and website design. Work with sales/marketing coordinator to assist calls to sales leads. Coordinate demo appointments for sales representatives. Assist in various Marketing project research and coordination. Show less

Assistant Coach

• Apr 2016 - Jun 2017

Built and maintained positive relationships with student-athlete and staff while assisting the head coach in the day-to-day baseball operations of a very successful program. Built and maintained positive relationships with student-athlete and staff while assisting the head coach in the day-to-day baseball operations of a very successful program.