Experience

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  Chamberlain Advisors

  • Chicago, Illinois, United States

  • Senior Consultant, Executive Search & Advisory

    • Jul 2022 - Present
    • Chicago, Illinois, United States

    Private Equity Talent Acquisition & AdvisoryRecent Searches:CFO - PE-backed Flooring CompanyCFO - Global PE-backed SaaS CompanyVP of HR - PE-backed Security Services CompanySales Engineer - PE-backed Manufacturing CompanyGM - PE-backed Manufacturing Company

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  MIT Sloan School of Management

  • MBA Candidate

    • Aug 2020 - May 2022

    Business Analytics Certificate Enterprise Management TrackSummer Internship: Chamberlain Advisors, Human Capital Advisory Summer Associate

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  Financial Decisions, Inc.

  • Financial Services
  • 1 - 100 Employee

  • Senior Investment Associate

    • Oct 2019 - Aug 2020

  • Investment Management Associate

    • Sep 2017 - Sep 2019

    • Oversee ~450 client accounts: responsible for deposit and disbursement of funds, as well as account maintenance and openings; serve as liaison between clients and custodian corporations • Conduct investment research as part of three optimized model portfolios; monitor portfolios and risk management to enhance portfolio growth; analyze fixed income and equity mix in portfolios to ensure asset allocations meet clients’ investment objective• Support firm-wide compliance program to uphold regulatory requirements as determined by the SEC, FINRA and state securities

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  Win-Win Coalition

  • Greater New York City Area (Global)

  • Associate

    • Jul 2015 - Oct 2016
    • Greater New York City Area (Global)

    • Facilitated cross-sector collaboration to deepen the impact of women’s economic empowerment programs globally for women and for business• Managed Coalition-wide communications for the 30+ member organizations internationally - coordinated Steering Committee meetings, operated website and social media, developed print materials, and prepared email updates on Coalition activities for members• Administered organizational finances through management of multiple grants, prepared budgets and budget updates, wrote grant proposals and reports, and processed expenses for Coalition members• Supported the Coalition’s participation in key international conferences and high-level corporate sector events with adequate tools and communication materials, as well as coordinated logistics for collective member participation and represented the Coalition in these forums