Experience

Cobalt Capital

• United States
• Financial Services
• 1 - 100 Employee

• Chief Of Staff

  • Feb 2022 - Present

• Executive Assistant to Founder/CEO and Managing Partner

  • Sep 2020 - Feb 2022


Marlin Equity Partners
• United States
• Venture Capital and Private Equity Principals
• 100 - 200 Employee
• Executive Assistant To Chief Executive Officer and Senior Managing Directors/Co-Presidents

  • Nov 2017 - Sep 2020


Bernstein Private Wealth Management

• Investment Management
• 500 - 600 Employee

• Associate

  • Aug 2017 - Nov 2017

  • Partner with Financial Advisors to provide all aspects of client servicing including asset allocation advice, portfolio analytics, retirement planning, and core/discretionary planning for high net worth clients and prospects.• Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.• Interact with clients (directly and indirectly) to support all aspects of their servicing needs related to the management of their relationship.• Interact and network with senior professionals throughout the firm to fuel career success. Show less

• Managing Director Assistant

  • Apr 2017 - Aug 2017

• Private Wealth Coordinator

  • Jun 2016 - Apr 2017

  Partner with four financial advisors and team to assist in growing their business of high net worth clients, prospective clients and professional intermediaries. Act as a liaison between clients and the firm ensuring a sense of urgency for client needs while maintaining complete confidentiality. Cultivate strong working relationships with clients, peers, advisors, internal departments and management team to proactively anticipate needs and effectively meet expectations.



Sonoma State University

• United States
• Higher Education
• 700 & Above Employee

• Executive Assistant to the Executive Director of Associated Students

  • Jan 2014 - Jun 2016

  • Assist the Executive Director in the management of the day to day functions of the Associated Students, a $2.2 million, 501(c)3 Public Benefit Corporation with 100+ employees.• Organize complex financial data, corporate recommendations, and other projects for public presentation to Sonoma State University, the California State University and the State of California.• Work with departments to produce financial reports, proposals, and the semester’s data for consideration by the Associated Student’s Board of Directors.• Organize and serve as the staff member to 4 search and interview processes for new professional staff for the organization.• Review policy and procedure for the Associated Students Board of Directors and make recommendations through editing and reviewing.• Assist with duties related to operations of the corporation such as organizing committees, producing documents, corresponding to external companies, and office management. Show less

• Student Activities Desk Assistant- Associated Students

  • Jun 2013 - Jan 2014

  • Conducted business between the University and students, including reserving rooms, reserving services, and financial transactions.• Recorded deposits for all chartered student organizations accounts. Received and recorded cash payments for student activities and functions. Distributed checks and financial documents to students.• Addressed incoming customer inquiries and offered productive solutions that increased customer satisfaction and maintained overall consistency in the office.



John Pearson CFP

• United States
• Investment Banking
• 1 - 100 Employee

• Financial Planning Intern

  • Feb 2016 - Apr 2016

  Gathering information regarding client financial information; organize electronic case files, prepare reports, letters, and other correspondence, and maintain office filing system. • Marketing to and targeting prospective clients and identifying current clients needs by analyzing clients present income and asset situation. • Assisting the advisor with client relationship management, including regular and ongoing client contact and communication. • Facilitating in the overall management of process and preparation for client meetings as well as complete Show less



AXA Advisors

• United States
• Investment Banking

• Branch Intern

  • Jun 2015 - Aug 2015

  • Provided support under the Branch Operations Manager for numerous duties including collating reports, filing information and organizing data. • Analyzed and compared complex financial data in client portfolios. • Worked collaboratively with financial advisors on various auditing projects. • Executed a recruitment process spread over 25 campuses throughout California. • Organized and developed a yearly schedule for client outreach. • Provided support under the Branch Operations Manager for numerous duties including collating reports, filing information and organizing data. • Analyzed and compared complex financial data in client portfolios. • Worked collaboratively with financial advisors on various auditing projects. • Executed a recruitment process spread over 25 campuses throughout California. • Organized and developed a yearly schedule for client outreach.



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Discover Leadership Program

  • Mar 2014 - Mar 2014

  Discover KPMG is a local leadership program that gives students a first-hand look at a career at a global professional services firm in audit and tax. It included networking directly with local office leadership, client service professionals, and recruiters. Activities ranged from technical case studies, leadership development workshops, and community service to exposure to client engagement situations. Discover KPMG is a local leadership program that gives students a first-hand look at a career at a global professional services firm in audit and tax. It included networking directly with local office leadership, client service professionals, and recruiters. Activities ranged from technical case studies, leadership development workshops, and community service to exposure to client engagement situations.