Experience

Willow Street

• United States
• Financial Services
• 1 - 100 Employee

• Senior Relationship Manager

  • Jan 2022 - Present

  Serve as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. Responsible for trust administration, financial reporting and analysis, and cash flow management. Serve as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. Responsible for trust administration, financial reporting and analysis, and cash flow management.



Convergence Investments

• United States
• Real Estate
• 1 - 100 Employee

• VP, Alternative Asset Management & Investor Relations

  • May 2018 - Jan 2022

• Director of Special Projects & Investor Relations

  • Jan 2017 - Apr 2018

• Special Projects Manager

  • Sep 2015 - Dec 2016

• Jr. Project Manager

  • Jan 2014 - Aug 2015



Teton Gravity Research

• United States
• Spectator Sports
• 1 - 100 Employee

• Freelance Event Manager

  • Jun 2013 - Oct 2013

  -Plan and execute TGR’s Annual 2013 World Premiere Weekend in Jackson Hole, WY including Partner Welcome Dinner, Golf Tournament, and Film Screenings-Manage guest list and local marketing, secure promotional partners, and communicate with venues to ensure efficient and successful event

• Marketing Manager

  • Oct 2010 - Jun 2013

  -Developed, presented, and activated creative marketing strategies and materials for TGR and clients including events, social media campaigns, and print and digital ad buys-Contracted, managed, and analyzed ROI reports for all corporate partners resulting in a 46% increase in incoming sponsorship dollars from 2010 to 2013 -Communicated and oversaw client expectations and contract deliverable execution within internal departments-Represented TGR at industry tradeshows and events to cultivate relationships and promote brand-Managed promotional resource allocation and promotional marketing budget Show less