Experience

Bank Director

• United States
• Book and Periodical Publishing
• 1 - 100 Employee

• Director Of Business Development

  • Sep 2020 - Present

  -Identify and grow relationships with accounting firms, law firms, investment banks, and technology companies across the country -Manage relationships with senior level executives -Agenda creation and budget review for virtual and in person FinXTech events -Track goals and progress for all FinXTech offerings -Work closely with executive team for new product creation

• Client Relations Manager

  • Oct 2017 - Sep 2020

  -Worked with accounting firms, law firms, investment banks, and technology companies to create custom thought leadership & branding campaigns to most effectively connect to Bank Director's audience of the C-suite and Directors of Financial Institutions -Developed and managed relationships with senior level executives -Introduced 44 new clients to Bank Director -Helped create new virtual event offerings in 2020



KeyBank

• United States
• Banking
• 700 & Above Employee

• Licensed Relationship Manager

  • Jul 2015 - May 2017

  -Top Performer Q1 2017: 308.7% Consumer Lending, 286.3% Small Business, and 150.2% New Money -Responsible for acquiring new consumer and small business clients -Offered a wide range of financial services spanning from retirement planning, 401k rollovers, debt consolidation, home equity loans and lines of credit, mortgages, and deposit accounts -Worked in partnership with a financial advisor to create financial planning for clients in all life stages

• Retail Management Associate

  • Jul 2014 - Jul 2015

  - 1 of 10 chosen for accelerated 11-month program which provided a holistic view of retail banking -Rotated through teller, lead teller, banker, and licensed banker positions and recieved concentrated management and leadership training -Gained valuable experience in sales, management, customer service, and branch operations and compliance -Received Series 6 and Series 63 licenses -Interacted on a weekly basis with area retail leaders across the state, including KeyBank’s Area… Show more - 1 of 10 chosen for accelerated 11-month program which provided a holistic view of retail banking -Rotated through teller, lead teller, banker, and licensed banker positions and recieved concentrated management and leadership training -Gained valuable experience in sales, management, customer service, and branch operations and compliance -Received Series 6 and Series 63 licenses -Interacted on a weekly basis with area retail leaders across the state, including KeyBank’s Area Retail Leader Vice-President -Completed a capstone project, which researched the success of KeyBank’s relationship reward system, as well as assessed the usability of the mobile application -Presented capstone findings to executive leadership including the Co-President of Key Community Bank -Gave commencement speech on behalf of the entire Washington Management Associate team to executive leadership



Vision 16

• Seattle, WA

• Women's House President

  • Apr 2013 - Jun 2014

  -Tasked with main responsibility to facilitate strong relationships between 14 young women in house and resolve conflict -Planned and led weekly house meetings, small group activities, and quarterly community gatherings for 100+ people -Oversaw ministry areas, budgets, food ordering, and other logistical aspects of the house -Acted as a liaison between the owners, business manager, and women in the house -Conducted interviews for interested students and decided on housing… Show more -Tasked with main responsibility to facilitate strong relationships between 14 young women in house and resolve conflict -Planned and led weekly house meetings, small group activities, and quarterly community gatherings for 100+ people -Oversaw ministry areas, budgets, food ordering, and other logistical aspects of the house -Acted as a liaison between the owners, business manager, and women in the house -Conducted interviews for interested students and decided on housing arrangements Show less -Tasked with main responsibility to facilitate strong relationships between 14 young women in house and resolve conflict -Planned and led weekly house meetings, small group activities, and quarterly community gatherings for 100+ people -Oversaw ministry areas, budgets, food ordering, and other logistical aspects of the house -Acted as a liaison between the owners, business manager, and women in the house -Conducted interviews for interested students and decided on housing… Show more -Tasked with main responsibility to facilitate strong relationships between 14 young women in house and resolve conflict -Planned and led weekly house meetings, small group activities, and quarterly community gatherings for 100+ people -Oversaw ministry areas, budgets, food ordering, and other logistical aspects of the house -Acted as a liaison between the owners, business manager, and women in the house -Conducted interviews for interested students and decided on housing arrangements Show less



Make-A-Wish Alaska and Washington

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Wish Coordinator Intern

  • Apr 2013 - Sep 2013

  -Organized flights, arranged travel reservations, and created itineraries for children with life threatening illnesses -Efficiently managed varying details for over 45 different child wish folders including Disney wishes, shopping sprees, celebrity meet and greets, and travel wishes -Pursued over $5000 worth of donations for unparalleled wish experiences -Coordinated special involvement with outside companies when wishes involved shopping sprees, gifts, and/or other unique experiences… Show more -Organized flights, arranged travel reservations, and created itineraries for children with life threatening illnesses -Efficiently managed varying details for over 45 different child wish folders including Disney wishes, shopping sprees, celebrity meet and greets, and travel wishes -Pursued over $5000 worth of donations for unparalleled wish experiences -Coordinated special involvement with outside companies when wishes involved shopping sprees, gifts, and/or other unique experiences pertaining to wishes -Entered family and constituent data into Raiser's Edge software -Submitted in-kind paperwork Show less -Organized flights, arranged travel reservations, and created itineraries for children with life threatening illnesses -Efficiently managed varying details for over 45 different child wish folders including Disney wishes, shopping sprees, celebrity meet and greets, and travel wishes -Pursued over $5000 worth of donations for unparalleled wish experiences -Coordinated special involvement with outside companies when wishes involved shopping sprees, gifts, and/or other unique experiences… Show more -Organized flights, arranged travel reservations, and created itineraries for children with life threatening illnesses -Efficiently managed varying details for over 45 different child wish folders including Disney wishes, shopping sprees, celebrity meet and greets, and travel wishes -Pursued over $5000 worth of donations for unparalleled wish experiences -Coordinated special involvement with outside companies when wishes involved shopping sprees, gifts, and/or other unique experiences pertaining to wishes -Entered family and constituent data into Raiser's Edge software -Submitted in-kind paperwork Show less