Director of Account Management

• Mar 2023 - Present

Director of Client Services

• Oct 2022 - Jan 2023

Logan Growth Advisors provides M&A and capital raising advisory services to founder-owned companies. As the Director of Client Services and Buyside Manager, I worked with small to large healthcare groups looking to acquire additional locations, raise capital, or go-to market. I had cross-functional responsibilities that required managing 120-150 active deal opportunities, a team of 4 associates, and 25+ client relationships. Selected accomplishments include:• Built and implemented a new process and team that worked with 25+ clients, primarily small to large healthcare groups, to procure, manage and close acquisition or partnership deals.• Facilitated the successful initiation and closing of 12 deals total, with a total enterprise value closed of $110M.• Managed the implementation and build out of a new CRM system, used by several stakeholders and internal teams. Show less

Buyside Manager

• Oct 2020 - Oct 2022

Breckenridge General Manager

• Jan 2020 - Mar 2021

Natural Retreats is a collection of luxury brands that offer vacation rental properties in iconic destinations around the United States. As the General Manager of the Breckenridge location, I managed a team of 4, with a portfolio of 25 luxury single family homes. Selected accomplishments include:• Managed the team and office through the acquisition of the previous company, 360 Blue, by Natural Retreats.• Built relationships with new owners that resulted the addition of 4 new homes, an increase of 20% of the location portfolio Show less

Vacation Rental Manager

• Aug 2019 - Jan 2020

Professional Ski Instructor

• Oct 2018 - May 2019

Vail Resorts is the premier mountain resort company, with luxury ski resorts throughout the world. As a Professional Ski Instructor at Breckenridge Resort, I led private and group lessons for skiers levels 1 - 6 (total of 9 available levels). Selected accomplishments include: • Established strong client relationships that resulted in recurring returning private lesson requests • Completed PSIA (Professional Ski Instructors of America) Level I certification, representing competency in beginner/novice and intermediate alpine skiing education Show less

Senior Audit Associate

• Jul 2017 - Aug 2018

KPMG is a global network of professional firms providing Audit, Tax and Advisory services. As an Audit Senior Associate in the financial services sector, I managed audit projects for regional banks and 401k plans. Selected accomplishments include:• Managed several audit teams, with 1-3 associates and interns• Developed and executed a project plan for each audit, with a predetermined timeline, dictated by federal regulations.• Managed multiple workflows, with varying dependencies and milestones based on available resources, audit regulations and SOX requirements. Show less

Audit Associate

• Sep 2015 - Jul 2017

College Ambassador

• Feb 2013 - May 2015

As an Ambassador/Tour Guide, I provided tours and presentations to prospective students. Selected accomplishments include: • Led campus tours for groups of up to 40 people, including prospective students and their parents • Presented admissions information to large audiences of up to 100 people As an Ambassador/Tour Guide, I provided tours and presentations to prospective students. Selected accomplishments include: • Led campus tours for groups of up to 40 people, including prospective students and their parents • Presented admissions information to large audiences of up to 100 people

Audit Intern

• Jun 2014 - Aug 2014

Assistant Varsity Lacrosse Coach

• Dec 2012 - May 2014

As the Assistant Varsity Lacrosse Coach I trained and developed the varsity woman's lacrosse team. Selected accomplishments included: • Developed and facilitated training programs for a team of up to 20 lacrosse players • Managed the team’s schedule of practices, games and travel As the Assistant Varsity Lacrosse Coach I trained and developed the varsity woman's lacrosse team. Selected accomplishments included: • Developed and facilitated training programs for a team of up to 20 lacrosse players • Managed the team’s schedule of practices, games and travel

Cash Management Intern

• May 2013 - Aug 2013