Experience

Wealthspire Advisors

• United States
• Financial Services
• 200 - 300 Employee

• Advisor

  • Jan 2022 - 2 years

  San Francisco Bay Area Formerly Private Ocean



Private Ocean (Acquired by Wealthspire Advisors January 2022)

• Advisor

  • Sep 2017 - Dec 2021

  San Francisco Bay Area



MUFG

• Japan
• Financial Services
• 700 & Above Employee

• Strategist / Project Management, Customer Experience & Brand

  • May 2014 - Apr 2016

  San Francisco Bay Area Oversee improvement of 3000+ customer communications across all lines of business. Goals include reduced friction and negative inbound traffic; increased customer satisfaction; integrated on and offline experiences; unified positioning, messaging and brand. Manage cross functional teams comprised of marketing, product, compliance, IT, customer support, and legal. Lines of business include corporate and small business banking, consumer lending, wealth management, investment banking… Show more Oversee improvement of 3000+ customer communications across all lines of business. Goals include reduced friction and negative inbound traffic; increased customer satisfaction; integrated on and offline experiences; unified positioning, messaging and brand. Manage cross functional teams comprised of marketing, product, compliance, IT, customer support, and legal. Lines of business include corporate and small business banking, consumer lending, wealth management, investment banking, personal and corporate trust, and transaction banking. Show less



SoFi

• United States
• Financial Services
• 700 & Above Employee

• Director, Marketing & Member Success

  • Jun 2013 - Dec 2013

  San Francisco Bay Area Responsible for strategy and launch of on & offline community to differentiate and drive viral growth in a $1 trillion student loan industry. Owned quantitative and qualitative customer research to improve acquisition, funnel optimization, and overall experience. Produced $89 million of qualified student loan leads through referral and affinity channels.



Carnegie Mellon University

• United States
• Higher Education
• 700 & Above Employee

• Assistant Director (COO/CMO & Business Development)

  • Oct 2008 - May 2013

  Greater Pittsburgh Area Recruited to the Center to build and scale its reach, partnerships, visibility, programs, network, donor pipeline, and new venture creation rate while aligning goals across the University. Increased national rankings from #16 to #6 based on customer satisfaction. Doubled new venture creation rate. Awarded #1 in Enterprise Creation by peer centers. Turnaround led to $30M endowed gift.



Ashoka

• United States
• Civic and Social Organizations
• 500 - 600 Employee

• Associate

  • May 2006 - May 2008

  Washington D.C. Metro Area Responsible for business development, investment screening, and partnership management to create pioneering alternative financing for scalable organizations that solve international problems in eye care, water and sanitation, and agriculture. Implemented $14.5M Eye Fund I and the World Sanitation Financing Facility.



Social Venture Partners (SVP) Pittsburgh

• United States
• Philanthropy
• 1 - 100 Employee

• Program Manager

  • 2003 - 2005

  Greater Pittsburgh Area Designed and lead member experience and engagement for C-level executives/philanthropists focused on supporting growth and capacity building of innovative nonprofits. Increased member and prospect engagement by 25% through programs, education, and marketing; managed internal and external communications; revised branding guidelines; developed marketing collateral suite and web content.