Experience

Tocqueville Asset Management

• Investment Management
• 1 - 100 Employee

• Head of Client Services

  • Sep 2016 - Present

  New York City Sole responsibility for oversight of the firm's largest high net worth clients. Assisting clients with their complex personal lives and financial needs. Head Liaison with consultants, centers of influence, attorneys and accountants.

• Executive Assistant to the CEO & President

  • Sep 1995 - Present

  New York City I have had many roles at Tocqueville, including Marketing, Sales, HNW Client Service and Institutional Client Services. I have been the CEO's Executive Assistant since 2006 and Head of Client Service since 2016. I manage client relations, family office, travel schedules and high C-Level support, My experience includes family foundation secretary, staff relations and event planning. I initiated a meditation group within the office in 2018 and facilitate a weekly staff sit. I am also trained as… Show more I have had many roles at Tocqueville, including Marketing, Sales, HNW Client Service and Institutional Client Services. I have been the CEO's Executive Assistant since 2006 and Head of Client Service since 2016. I manage client relations, family office, travel schedules and high C-Level support, My experience includes family foundation secretary, staff relations and event planning. I initiated a meditation group within the office in 2018 and facilitate a weekly staff sit. I am also trained as the Chief Floor Fire Warden and serve on the Disaster Recovery Team. I have traveled with the marketing team to many road shows as well as acted as Project Manager for a major office move and renovation. Whatever I am delegated, I take on with ease and a high level of professionalism, always bringing gratitude and compassion to my interactions with my colleagues. My calm and disciplined manner makes me perfect in high stress environments.



Triathlons

• Director Of Event Management

  • 2005 - 2016

  I worked with race organizers at various national sporting events. Experience includes The New York City Triathlon, Toughman Triathlon, TOUGHKids Race Series, NYC Ironman U.S. Championship, Zoot Westchester Triathlon, Clarendon Cup, U.S. Air Force Cycling Classic, Grand Cycling Classic and Regis & Kelly High Heel-a-Thon.



L'Artisan Parfumeur

• Retail Luxury Goods and Jewelry

• U.S. Distribution Manager & Retail Operations

  • 1986 - 1995

  New York City