Experience

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  Bow House Studio

  • Boston, Massachusetts, United States

  • Owner and Artist

    • Jan 2022 - Present
    • Boston, Massachusetts, United States

    Handmade pottery and ceramic sculpture.

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  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Agile Tools Analyst & Administrator - Fidelity Institutional

    • Apr 2021 - Feb 2022

  • Principal Business Analyst, AI Incubator - Fidelity Center for Applied Technology (FCAT)

    • Sep 2019 - Apr 2021

  • Senior Product Manager, Scrum Master, Planning & Advice Services - Personal Investing

    • Jan 2019 - Sep 2019

  • Senior Business Analyst, Planning & Advice Services - Personal Investing

    • Apr 2018 - Jan 2019

  • Senior Business Analyst, ID & Access Client Experience - Personal Investing

    • Aug 2017 - Apr 2018

    (The ID & Access Client Experience squad's purpose is to protect Fidelity customers’ identities and assets through a robust set of digital security features and services)Act as a business analyst and data analyst for an Agile Scrum team, and as a member of a larger Program team responsible for building and maintaining customer security experiences in the online channels. Work with various functional teams and Business Units using data and user experience analysis to identify trends, issues, and gaps.-Compile, visualize, and analyze weekly standard reports for existing security features such as two-factor authentication (2FA) for usage volumes, error rates, and trends-Define business requirements and use cases for the creation of new services and features -Feed the product backlog with user stories and acceptance criteria formed from insights-Execute design work, QA testing, and measurement activities for a brand new Fidelity web page that serves as self-service hub for customers to manage account security-Responsible for planning/managing phased rollouts of new security experiences for customer consumption-Study industry trends and competitors to ensure relevancy of Fidelity’s customer security initiatives

  • Senior Business Analyst, Client Engagement - Edifire

    • May 2015 - Aug 2017

    (Edifire was Fidelity’s preferred video and audio conferencing solution)Performed as a member of the Client Engagement Team in conjunction with the Support Team to complete customer-focused business activities, including email communications, end-user support and training, new feature pilots, feedback collection, user experience testing, quality assurance, and analysis of customer usage reports for key business decision making purposes.-Tasked as Project Manager for an enhanced security initiative, completing 12 communication campaigns, developing end-user training strategy and content, and harnessing a 70% voluntary adoption rate of new security features prior to mandatory implementation date-Served as subject matter expert for a cross-channel educational marketing campaign in partnership with Techworks, as a response to gaps in end-user knowledge-Designed Edifire’s Pilot Program including value proposition, objectives, roles, and pilot stages-Executed first customer satisfaction survey, analyzed verbatim responses and partnered with Finance team for statistical data analysis, with result of 80% of users reporting satisfied/very satisfied-Responsible for user analysis during rollout/migration of 20,000 Fidelity associates from legacy conferencing product to Edifire product, increasing utilization by 114% in first full year-Manage ongoing client-outreach projects to gain feedback and build trust, maintain relationships with core stakeholder groups, and act as the voice of the customer-Complete product testing for quality and usability on bi-weekly development cycle-Responsible for developing positioning and content for Help Center web site, email newsletters, and blog

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  Natural Food Exchange

  • Reading, Massachusetts

  • General Manager

    • Aug 2014 - Mar 2015
    • Reading, Massachusetts

    (Natural Food Exchange is an independently owned health and wellness retail store, specializing in non-GMO, gluten-free, and homeopathic products)Oversee daily store operations such as opening, closing, cash-out, customer service, and product orders. Maintain employee schedule and ensure all shifts are scheduled in advanced and covered in emergency absences. Coordinate staff meetings and staff training sessions. Perform marketing and public relations functions. Input payroll and print pay checks and deposit advices. Act on behalf of owner when she is not available for supervising and decision-making. Continuously study vendor and distributor companies and their products. Create and send emails in Constant Contact and regularly update contact list with new email addresses and customer information. Daily upkeep of social media accounts for marketing purposes – Instagram, Facebook, Twitter, Google+. - Meet with reps to discuss products and promotions- Design marketing material (bag stuffers/postcards/flyers)- Hire new employees when necessary- Develop and systematize policies and procedures

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  Massachusetts General Hospital

  • Social Media Marketing and Communications Assistant

    • Jun 2014 - Aug 2014

    (AED Pregnancy Registry is the first hospital-based registry established to determine the safety of seizure medications taken during pregnancy)Assist the Senior Project Manager and Director of Marketing and Communications as well as three Clinical Research Coordinators at the North American AED Pregnancy Registry.-Maintain inventory of participant-related materials including welcome information, medical record request forms, and newsletters.-Use Constant Contact email marketing service to send weekly emails to participants-Responsible for the redesign of email marketing templates-Identify and research social media platforms for future marketing initiatives -Create basic outline of goals, content, target audience and development process of Facebook page-Prepare for the digitization of 9,000+ participant records by ensuring proper sequencing of information, removing superfluous documentation, and inspecting records for level of completion

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  Q/P Management Group, Inc.

  • Greater Boston Area

  • Marketing and Communications Manager

    • Jul 2010 - Aug 2014
    • Greater Boston Area

    (Q/P Management Group is a leading provider of software measurement, benchmarking, quality and productivity consulting services)Maintain lead management database, fulfill customer requests for product and tool evaluations, research and oversee completion of new marketing initiatives, manage accounts and services used for online marketing, offer communications support, develop and utilize Excel spreadsheets for data analysis, organize Webinars, organize contests and promotions, maintain online public training course schedule and process payments.-Write and edit articles and presentations-Oversee conference attendance preparation-Review and test content of corporate website-Manage and analyze Woopra, Google Analytics, and AdWords accounts-Create, manage, send and analyze results of email campaigns in Constant Contact and EZ Mail-General market research and report preparation-Prepare all postal mailings (holiday cards, flyers, promotional items, information requests)-Familiar with being a vendor on GSA IT Schedule 70-Use government contracts monitoring services such as Prime Vendor, GovWin by Deltek, and BidSync to seek new client opportunities

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  Natural Food Exchange

  • Staff

    • Jun 2008 - Dec 2008

    Responsible for inventory management, customer consultation, shipping and receiving, cashiering, researching new products, and general maintenance of store displays and aesthetics.

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  Gingerbread Construction Company

  • Supervisor

    • Sep 2004 - Aug 2006

    Managed store openings and closings including security access and cash management. Supervised and trained shift employees in customer sales and daily maintenance activities. Responsible for store maintenance, inventory, stocking, food preparations, corporate/wholesale/individual orders.