Investment and Operations Associate

• Jun 2022 - Present

Pine Haven Investment Counsel is a fee-based investment counsel firm located in Fairhaven, Massachusetts. As a small, independent firm, Pine Haven provides counsel, planning and investment management to a select group of clients. My role as an Investment and Operations Associate includes: - Researching investments and performing comparison analysis (Ycharts) - Generating and customizing reports in financial planning platforms and creating dashboards for custom analysis in Excel… Show more Pine Haven Investment Counsel is a fee-based investment counsel firm located in Fairhaven, Massachusetts. As a small, independent firm, Pine Haven provides counsel, planning and investment management to a select group of clients. My role as an Investment and Operations Associate includes: - Researching investments and performing comparison analysis (Ycharts) - Generating and customizing reports in financial planning platforms and creating dashboards for custom analysis in Excel (Orion) - Completing money movements, including rollovers, account opens, and other admin-related tasks (Schwab Advisor Center) - Revamping internal templates for repeatable tasks to automate and standardize - Supporting investment processes and portfolio management (Orion Eclipse) - Running tax scenarios to demonstrate potential savings for clients (Holistiplan) - Creating and managing internal workflows (Hubly) - Preparing client meeting materials and following up (Microsoft Suite) Show less Pine Haven Investment Counsel is a fee-based investment counsel firm located in Fairhaven, Massachusetts. As a small, independent firm, Pine Haven provides counsel, planning and investment management to a select group of clients. My role as an Investment and Operations Associate includes: - Researching investments and performing comparison analysis (Ycharts) - Generating and customizing reports in financial planning platforms and creating dashboards for custom analysis in Excel… Show more Pine Haven Investment Counsel is a fee-based investment counsel firm located in Fairhaven, Massachusetts. As a small, independent firm, Pine Haven provides counsel, planning and investment management to a select group of clients. My role as an Investment and Operations Associate includes: - Researching investments and performing comparison analysis (Ycharts) - Generating and customizing reports in financial planning platforms and creating dashboards for custom analysis in Excel (Orion) - Completing money movements, including rollovers, account opens, and other admin-related tasks (Schwab Advisor Center) - Revamping internal templates for repeatable tasks to automate and standardize - Supporting investment processes and portfolio management (Orion Eclipse) - Running tax scenarios to demonstrate potential savings for clients (Holistiplan) - Creating and managing internal workflows (Hubly) - Preparing client meeting materials and following up (Microsoft Suite) Show less

Contributing Writer

• Nov 2015 - Present

Throughout my travels I continued to write remotely for Northern Wilds, an outdoor lifestyle magazine located in northern Minnesota. I compiled information through research and interviews to contribute 1-4 pieces monthly for the magazine. I consider telling stories through both a news lens and my own voice to be a great responsibility, and one I thoroughly enjoy. My articles have covered topics ranging from musician profiles to mountain biking along the North Shore and first-person… Show more Throughout my travels I continued to write remotely for Northern Wilds, an outdoor lifestyle magazine located in northern Minnesota. I compiled information through research and interviews to contribute 1-4 pieces monthly for the magazine. I consider telling stories through both a news lens and my own voice to be a great responsibility, and one I thoroughly enjoy. My articles have covered topics ranging from musician profiles to mountain biking along the North Shore and first-person accounts of my international travels. Show less Throughout my travels I continued to write remotely for Northern Wilds, an outdoor lifestyle magazine located in northern Minnesota. I compiled information through research and interviews to contribute 1-4 pieces monthly for the magazine. I consider telling stories through both a news lens and my own voice to be a great responsibility, and one I thoroughly enjoy. My articles have covered topics ranging from musician profiles to mountain biking along the North Shore and first-person… Show more Throughout my travels I continued to write remotely for Northern Wilds, an outdoor lifestyle magazine located in northern Minnesota. I compiled information through research and interviews to contribute 1-4 pieces monthly for the magazine. I consider telling stories through both a news lens and my own voice to be a great responsibility, and one I thoroughly enjoy. My articles have covered topics ranging from musician profiles to mountain biking along the North Shore and first-person accounts of my international travels. Show less

Marketing Strategy and Operations Manager

• Jun 2021 - Dec 2021

- Organize and develop campaign reporting and marketing strategy for eight small to medium-sized businesses and non-profits - Monitor individual client campaign performance and collaborate with team to implement optimizations - Coordinate and formulate business development initiatives, including creating and tightening internal and client-facing processes - Execute internal marketing tactics, including presenting and participating in the internal content videos, article writing and… Show more - Organize and develop campaign reporting and marketing strategy for eight small to medium-sized businesses and non-profits - Monitor individual client campaign performance and collaborate with team to implement optimizations - Coordinate and formulate business development initiatives, including creating and tightening internal and client-facing processes - Execute internal marketing tactics, including presenting and participating in the internal content videos, article writing and podcast recording for Pintler Group social, YouTube, and website - Onboard new clients, gaining access to accounts and completing initial audits of existing marketing efforts - Manage projects for website design and build - Lead the marketing team weekly meetings to discuss strategy and opportunities for growth as a company and as individual practitioners - Lead content creation efforts, to include organic social media posting and email campaigns/automations - Identify potential new business opportunities and participate in proposal process Show less - Organize and develop campaign reporting and marketing strategy for eight small to medium-sized businesses and non-profits - Monitor individual client campaign performance and collaborate with team to implement optimizations - Coordinate and formulate business development initiatives, including creating and tightening internal and client-facing processes - Execute internal marketing tactics, including presenting and participating in the internal content videos, article writing and… Show more - Organize and develop campaign reporting and marketing strategy for eight small to medium-sized businesses and non-profits - Monitor individual client campaign performance and collaborate with team to implement optimizations - Coordinate and formulate business development initiatives, including creating and tightening internal and client-facing processes - Execute internal marketing tactics, including presenting and participating in the internal content videos, article writing and podcast recording for Pintler Group social, YouTube, and website - Onboard new clients, gaining access to accounts and completing initial audits of existing marketing efforts - Manage projects for website design and build - Lead the marketing team weekly meetings to discuss strategy and opportunities for growth as a company and as individual practitioners - Lead content creation efforts, to include organic social media posting and email campaigns/automations - Identify potential new business opportunities and participate in proposal process Show less

Senior Marketing Manager

• Jan 2021 - Jun 2021

Marketing Manager

• Mar 2020 - Jan 2021

- Onboard clients by gathering information about their respective businesses, goals, and market. Give demos of the TOMIS data aggregator product. - Provide digital marketing management services for eight accounts, meeting virtually monthly (and updating via email frequently) to report on growth metrics. - Coordinate digital marketing foundational tracking and design comprehensive quarterly strategies to drive substantial revenue growth. - Conduct technical SEO, crawlability… Show more - Onboard clients by gathering information about their respective businesses, goals, and market. Give demos of the TOMIS data aggregator product. - Provide digital marketing management services for eight accounts, meeting virtually monthly (and updating via email frequently) to report on growth metrics. - Coordinate digital marketing foundational tracking and design comprehensive quarterly strategies to drive substantial revenue growth. - Conduct technical SEO, crawlability, indexation, and user experience audits on existing digital marketing channels. - Ensure data consistency and aggregation quality assurance from Google Analytics, WebCEO, client reservation system, Facebook Ads manager, Google Ads dashboard, and MailChimp within the TOMIS product. - Remedy technical issues on websites to encourage proper crawling and indexation. - Craft paid social media advertising campaigns to retarget website visitors and geotarget ideal customer base. Realize substantial ROAS during the client high season (78x and 24x, respectively). - Build email audience and frequently send creative campaigns to subscribers. - Analyze Google Analytics data to identify suggested concrete changes to existing strategy to increase traffic, conversion rate, and revenue. - Implement Google Optimize A/B experiments to test site designs and layouts to achieve optimal conversion rate. - Complete full keyword research to inform on-page and off-page SEO. - Conduct regular website maintenance, optimizations, and enhancements per client request and to enhance SEO. - Test TOMIS AI ChatBot for Quality Assurance / conduct routine maintenance testing post-launch. - Tackle business development tasks for TOMIS internally, including marketing education blog posts. TOMIS is a marketing agency and software company for the tour operator industry. Many of our clients include whitewater rafting companies, zipline and high ropes experiences, fly fishing outfitters, and various other tours and adventures.

Events and Promotions Coordinator

• May 2017 - Oct 2018

My ability to build a position from its foundation was made evident in this role with Voyageur Brewing Company. Working with the four-person ownership team, I carved out roles and tasks for myself in this brand new position. I increased brand awareness in the northern Minnesota community through events I formulated and executed, simultaneously managing the business social media platforms. I collected powerful analytic data to determine which posts and events resonated best with customers… Show more My ability to build a position from its foundation was made evident in this role with Voyageur Brewing Company. Working with the four-person ownership team, I carved out roles and tasks for myself in this brand new position. I increased brand awareness in the northern Minnesota community through events I formulated and executed, simultaneously managing the business social media platforms. I collected powerful analytic data to determine which posts and events resonated best with customers. The Voyageur Brewing Company Voyage North 5k and 10k running races was a project I saw from idea to execution. I marketed the event to draw attention to the brand and encourage racers from out of town to travel to our outdoor paradise in northern Minnesota. I pitched and received approval for all appropriate permits, requiring coordination from local, state, and national entities. Registered 200+ runners in the race's first year. Show less My ability to build a position from its foundation was made evident in this role with Voyageur Brewing Company. Working with the four-person ownership team, I carved out roles and tasks for myself in this brand new position. I increased brand awareness in the northern Minnesota community through events I formulated and executed, simultaneously managing the business social media platforms. I collected powerful analytic data to determine which posts and events resonated best with customers… Show more My ability to build a position from its foundation was made evident in this role with Voyageur Brewing Company. Working with the four-person ownership team, I carved out roles and tasks for myself in this brand new position. I increased brand awareness in the northern Minnesota community through events I formulated and executed, simultaneously managing the business social media platforms. I collected powerful analytic data to determine which posts and events resonated best with customers. The Voyageur Brewing Company Voyage North 5k and 10k running races was a project I saw from idea to execution. I marketed the event to draw attention to the brand and encourage racers from out of town to travel to our outdoor paradise in northern Minnesota. I pitched and received approval for all appropriate permits, requiring coordination from local, state, and national entities. Registered 200+ runners in the race's first year. Show less

Group Fitness Instructor

• Sep 2015 - Sep 2018

Taught multiple group exercise classes weekly, encouraging participants to reach and exceed fitness goals. Became YMCA group exercise instructor certified to be better equipped with the knowledge base to best support clients. Maintained CPR/AED certifications for participant safety. Developed my own group cycle and spin and strength class outlines. Taught multiple group exercise classes weekly, encouraging participants to reach and exceed fitness goals. Became YMCA group exercise instructor certified to be better equipped with the knowledge base to best support clients. Maintained CPR/AED certifications for participant safety. Developed my own group cycle and spin and strength class outlines.

Licensor/Case Aide

• Dec 2015 - Jan 2017

Maintained files for all child foster care, adult foster care, and child day care facilities within Cook County. Ensured compliance for all child foster care, adult foster care, and child day care facilities according to the laws of the State of Minnesota. Licensed new child day care and foster care facilities. Met with chemical dependency clients to discuss insurance and payment options for treatment. Assisted Child Protection social workers with urine analysis drug testing and other casework… Show more Maintained files for all child foster care, adult foster care, and child day care facilities within Cook County. Ensured compliance for all child foster care, adult foster care, and child day care facilities according to the laws of the State of Minnesota. Licensed new child day care and foster care facilities. Met with chemical dependency clients to discuss insurance and payment options for treatment. Assisted Child Protection social workers with urine analysis drug testing and other casework as needed. Show less Maintained files for all child foster care, adult foster care, and child day care facilities within Cook County. Ensured compliance for all child foster care, adult foster care, and child day care facilities according to the laws of the State of Minnesota. Licensed new child day care and foster care facilities. Met with chemical dependency clients to discuss insurance and payment options for treatment. Assisted Child Protection social workers with urine analysis drug testing and other casework… Show more Maintained files for all child foster care, adult foster care, and child day care facilities within Cook County. Ensured compliance for all child foster care, adult foster care, and child day care facilities according to the laws of the State of Minnesota. Licensed new child day care and foster care facilities. Met with chemical dependency clients to discuss insurance and payment options for treatment. Assisted Child Protection social workers with urine analysis drug testing and other casework as needed. Show less

Trivia Host

• Jan 2015 - Jul 2015

As an independently contracted member of the Team Trivia organization, I was responsible for hosting up to three trivia shows a week at various locations. I answered participant questions and maintained a fun environment during the two hour shows. I am comfortable with the set up and break down of mixing boards and speaker equipment. As an independently contracted member of the Team Trivia organization, I was responsible for hosting up to three trivia shows a week at various locations. I answered participant questions and maintained a fun environment during the two hour shows. I am comfortable with the set up and break down of mixing boards and speaker equipment.

Independently Traveling

• May 2014 - Oct 2014

I spent the summer of 2014 traveling around Western Europe, Eastern Europe, and Africa for approximately five months, staying in strangers' homes and working for them in exchange for food and accommodation. I spent my time interviewing hosts on this lifestyle for better personal understanding of the cultures in which I was immersed. Part of my mission involved maintaining a blog and financial record of all expenses to help other travelers plan future trips. I spent the summer of 2014 traveling around Western Europe, Eastern Europe, and Africa for approximately five months, staying in strangers' homes and working for them in exchange for food and accommodation. I spent my time interviewing hosts on this lifestyle for better personal understanding of the cultures in which I was immersed. Part of my mission involved maintaining a blog and financial record of all expenses to help other travelers plan future trips.

Social Media Assistant

• Nov 2013 - Jan 2014

Multiple daily updates to MURPH: The Protector documentary social media pages. Helped encourage Facebook and Twitter participation through regular contests and interaction with fans. Set and met goals of 10,000 additional Facebook followers in three months. Multiple daily updates to MURPH: The Protector documentary social media pages. Helped encourage Facebook and Twitter participation through regular contests and interaction with fans. Set and met goals of 10,000 additional Facebook followers in three months.

Marketing Assistant and Reservationist

• May 2013 - Aug 2013

Tasked with writing weekly press releases and blog posts for company website. Conducted interviews with rafting guests and took photos/video for daily social media updates. Booked reservations and answered questions for rafting guests daily. Tasked with writing weekly press releases and blog posts for company website. Conducted interviews with rafting guests and took photos/video for daily social media updates. Booked reservations and answered questions for rafting guests daily.

Kayak Tour Guide and Activities Staff

• May 2012 - Sep 2012

Led kayak tours, hikes, fly fishing instruction, and children's activities at the oldest resort on Lake Superior. Taught basic kayaking skills to all levels of paddlers. Provided exceptional customer service to guests to direct them to outdoor recreation in the area. Led kayak tours, hikes, fly fishing instruction, and children's activities at the oldest resort on Lake Superior. Taught basic kayaking skills to all levels of paddlers. Provided exceptional customer service to guests to direct them to outdoor recreation in the area.

Sports Intern

• Aug 2011 - May 2012

Broadened understanding of the media industry by gathering video clips and sound bites to create a cohesive story. Observed the reporters and anchors as they gathered information through interviews and research. Broadened understanding of the media industry by gathering video clips and sound bites to create a cohesive story. Observed the reporters and anchors as they gathered information through interviews and research.

Personal Trainer

• Aug 2011 - May 2012

Created individualized training plans for clients. Met for one-on-one sessions to encourage goal-setting, proper weight-lifting form, and cardiovascular improvements. Created individualized training plans for clients. Met for one-on-one sessions to encourage goal-setting, proper weight-lifting form, and cardiovascular improvements.

Student Equipment Manager

• Aug 2008 - May 2012

Au Pair

• Jun 2011 - Jul 2011

Financial Management Intern

• Jun 2010 - Aug 2010