Experience

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  Motive Wealth Advisors

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Client Service Manager

    • Jan 2022 - Present

  • Client Service Manager

    • Jan 2022 - Present

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  Ducker Worldwide

  • Troy, Michigan

  • Director

    • Oct 2014 - Dec 2017
    • Troy, Michigan

    - Director on Ducker’s Commercial Team, focused on managing relationships with Ducker's existing clients and generating add-on sales and new business for Ducker's research and consulting services- Primary point of contact for existing and prospective customers- Supported Ducker’s clients with research programs to inform strategic growth decisions- Oversaw full research engagements from proposal creation through research execution, development of final deliverables, and presentation of resultsPrevious position: Project Manager (Oct 2014 - September 2015)

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  Bardin Hill Investment Partners (fka Halcyon Asset Management)

  • Greater New York City Area

  • Marketing and Client Relations

    • Feb 2008 - Sep 2014
    • Greater New York City Area

    - Managed relationships with institutional and family office clients, serving as the liaison between Halcyon’s clients and portfolio managers- Built brand awareness for Halcyon’s hedge fund strategies by attending industry events and reaching out to prospective investors- Planned and executed client educational and networking events- Collaborated with project management to write Halcyon’s investor letters and communications- Led team of junior client service professionals responsible for managing marketing materials and client communications

• 

  Deloitte Consulting

  • Chicago, IL

  • Consultant

    • 2005 - 2008
    • Chicago, IL

    Consultant in Deloitte's Strategy and Operations practice, focused on supply chain strategy and cost reduction.