Experience

Flare Capital Partners

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Executive Assistant

  • Feb 2016 - Sep 2019

  Greater Boston Area



Congress Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Institutional Relationship Manager

  • Jul 2014 - Oct 2015

  Greater Boston Area o Responsible for day-to-day client requests such as new account set up and working with the PM to ensure the accounts are traded o Responsible for quarterly client billing o Provided sales support to 5 national sales consultants including managing CRM o Created quarterly and stand-alone sales/marketing materials & presentations and RFP responses o Responsible for company website maintenance & performance reporting to Morningstar and PSN (Informa) o Manage all logistics related… Show more o Responsible for day-to-day client requests such as new account set up and working with the PM to ensure the accounts are traded o Responsible for quarterly client billing o Provided sales support to 5 national sales consultants including managing CRM o Created quarterly and stand-alone sales/marketing materials & presentations and RFP responses o Responsible for company website maintenance & performance reporting to Morningstar and PSN (Informa) o Manage all logistics related to corporate, client, & prospect events o Responsible for daily inquiries of entire investment/financial advisor client base (over $100m AUM) o Created a new client installation process to begin working with platforms and RIAs o Responsible for all quarterly and annual client reporting, questionnaires and client requests

• Private Client Relationship Manager

  • Jan 2011 - Jul 2014

  Greater Boston Area o Processed daily asset allocation updates, money movements, ACAT & non-ACAT transfers, and internal journal requests o Prepared client meeting materials, including but not limited to client performance reports o Responsible for installation, adoption and ongoing training for new CRM system (Siebel) o Responsible for client quarterly billing and worked directly with COO to update quarterly financials o Created a workflow for the client service team to ensure that all client… Show more o Processed daily asset allocation updates, money movements, ACAT & non-ACAT transfers, and internal journal requests o Prepared client meeting materials, including but not limited to client performance reports o Responsible for installation, adoption and ongoing training for new CRM system (Siebel) o Responsible for client quarterly billing and worked directly with COO to update quarterly financials o Created a workflow for the client service team to ensure that all client requests and projects were answered in a timely manner o Developed analysis & recommendations for prospective clients on a weekly basis o Managed quarterly market update marketing materials and call logistics o Responsible for tracking all new business clients, AUM, and revenue o Managed all internal off-sites and client events; including vendor procurement, agenda setting and follow up surveys o Processed daily asset allocation updates, money movement, ACAT & non-ACAT transfers, and internal & external journal requests o Responsible for installation, adoption and ongoing training for new CRM system (Siebel)



Fidelity Charitable®

• United States
• Philanthropic Fundraising Services
• 300 - 400 Employee

• Senior Executive Assistant/ Sales Support Associate

  • Oct 2008 - Dec 2010

  Greater Boston Area o Responsible for organizing all annual sales meetings, national events & conferences o Worked with corporate affairs for all client/prospect promotional events o Responsible for the FCS Employee Recognition Program; coordinating meetings, compiling survey responses, calendar maintenance and website updates o Responsible for arranging volunteer off-sites for all FCS employees o Supported national team of wholesalers; scheduling, marketing materials, and new account… Show more o Responsible for organizing all annual sales meetings, national events & conferences o Worked with corporate affairs for all client/prospect promotional events o Responsible for the FCS Employee Recognition Program; coordinating meetings, compiling survey responses, calendar maintenance and website updates o Responsible for arranging volunteer off-sites for all FCS employees o Supported national team of wholesalers; scheduling, marketing materials, and new account opening o Responsible for maintaining weekly sales call for national sales team including agenda & speakers o Tracked and organized all national sales data for senior mgmt. including activity & wins/losses o Maintained dual role supporting operations team during peak volume time periods o Worked directly with donors facilitating monetary contributions and grant distribution o Proactively verified 501(c)(3) status with external charities

• Senior Executive Assistant

  • Dec 2006 - Oct 2008

  Greater Boston Area o Managed both SVP and VP daily schedule; coordinating meetings both internally and externally, and maintaining daily schedules to ensure meetings do not overlap o Assisted in the development of management reports by collecting and structuring data and information o Assisted with creating, developing and delivering executive/leadership presentations o Supported the on-boarding and changes in department personnel o Responsible for administrative tasks including maintaining team… Show more o Managed both SVP and VP daily schedule; coordinating meetings both internally and externally, and maintaining daily schedules to ensure meetings do not overlap o Assisted in the development of management reports by collecting and structuring data and information o Assisted with creating, developing and delivering executive/leadership presentations o Supported the on-boarding and changes in department personnel o Responsible for administrative tasks including maintaining team information, organizational charts, phone lists, meeting management, expense report filings, billing and invoice management, performing certain service delivery administrative support tasks, ordering supplies, coordinating moves and controlling FCS space