Experience

Bancroft Capital, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Director

  • Mar 2023 - Present

  As an active duty military spouse, I am honored to represent Bancroft Capital, a certified Service-Disabled Veteran-Owned broker/dealer and investment bank in a business development role. As an active duty military spouse, I am honored to represent Bancroft Capital, a certified Service-Disabled Veteran-Owned broker/dealer and investment bank in a business development role.



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Client Portfolio Manager

  • May 2021 - Oct 2022



IHS Markit

• United Kingdom
• Information Services
• 700 & Above Employee

• Executive Director

  • Oct 2020 - May 2021

  • Business development responsibilities spanning all 4 areas of GMG: Municipal Bonds, Fixed Income, Equities, and Brokerage Research, Sales and Trading. • Provide customized content, marketing strategy, procure news media opportunities, client outreach and product collateral. • ESG and Green Bonds SME - Serving as liaison with business units globally to educate and collate initiatives to be utilized across asset classes and client types. Provide customized ESG solutions tailored per asset class and client type. • Enhance client experience utilizing deep understanding of motives and objectives from every client type ranging from - Issuers, to municipal advisors, to underwriters, traders, sales, and buy-side. • Serve as brand ambassador and SME - procure and participate in several speaking engagements and authored content. Show less



Kestrel

• United States
• Data Infrastructure and Analytics
• 1 - 100 Employee

• COO/Co-Founder/Head of Business Development

  • Aug 2019 - Jul 2020

  • Responsible for all aspects of early stage business launch: comprehensive strategic planning, value proposition/competitive advantages, growth plans, designed transaction database, advised on best practices and compliance, process improvement, formed external strategic partnerships, obtained news and social media coverage and identify client/revenue opportunities. • Responsible for employee hiring, training, management, product and market education. • Led corporate branding strategy - perception study, messaging, corporate communications including - press releases, client outreach materials, website development, investor pitch books, and language for official statements. • Led client relationship management with proactive outreach strategies - leveraging long-term client relationships, tailored marketing plans specific to key roles - broker-dealers, financial advisors, underwriters, traders, sales teams, bankers, municipal officials, and multinational buy-side fund managers. • In 9 months grew company revenues by 48%. Solely responsible for the creation and launch of “Competitive Market Green Bonds Labeling” program becoming the first and only verifier in the world offering this service directly to underwriters. • Sourced deals across several asset classes including: munis, corporates, private placements, and international project finance. Show less



Packed with Purpose

• United States
• Manufacturing
• 1 - 100 Employee

• Consultant

  • Sep 2019 - Sep 2019

  Packed with Purpose is a luxury gifting company with a social mission. Every item in our gifts is sourced from a "Purposeful Purveyor" who is transforming individuals and communities around us. Our gifts are of the highest quality, beautifully packaged, and all the more memorable because they make a positive social impact. Our corporate clients find that our gifts send a powerful statement about their brand and their organization’s commitment to social good and ESG principals. PwP is the perfect gift for: conference and event gifts, hospitality amenity gifts, speaker gifts, client holiday thank you gifts, employee appreciation and milestone gifts, and much more! Show less



Assured Guaranty

• United States
• Financial Services
• 200 - 300 Employee

• Vice President, Business Development

  • Sep 2012 - Jul 2019

  • Responsible for general BD efforts: marketing materials, pitch books, investor relations data, moderator and panelist speaking engagements, customer engagement, private client meetings, and large scale corporate and private event coordination. • Identify and remedy operational efficiency opportunities to reduce risk, save time and resources, enhance user experience, and track and report customer inquiries more effectively. Oversaw major transaction system re-builds and enhancements. • Integral in vendor procurement, vetting, selection process, a client relationship management system (Salesforce) • Helped to grow Secondary Markets insurance business by 125% from $995M insured to $2.1B, while maintaining risk mitigation protocols and balancing pricing feasibility. Show less



The Municipal Bond Club of New York

• Greater New York City Area

• Treasurer

  • 2012 - 2014

  MBCNY was established in 1932 and maintains a list of almost 500 members. MBCNY was established in 1932 and maintains a list of almost 500 members.



National Public Finance Guarantee Corp.

• Financial Services
• 1 - 100 Employee

• Assistant Vice President

  • Aug 2007 - Sep 2012

  - Responsible for three essential business areas: Municipal Bond Insurance Pricing, Secondary Markets, and Financial Market Reporting - Secondary Markets pricing, strategy, and trade/policy execution: Use credit history, bond ratings, regulatory exposure limits, etc. to provide insurance quotes to traders quickly and accurately - Provide weekly, monthly, quarterly, and year-end comprehensive financial market reports to senior management team - Responsible for three essential business areas: Municipal Bond Insurance Pricing, Secondary Markets, and Financial Market Reporting - Secondary Markets pricing, strategy, and trade/policy execution: Use credit history, bond ratings, regulatory exposure limits, etc. to provide insurance quotes to traders quickly and accurately - Provide weekly, monthly, quarterly, and year-end comprehensive financial market reports to senior management team



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Assistant Trader (institutional municipal bonds)

  • Jan 2005 - Jul 2007

  - Maintained all aspects of trading books for the institutional trading desk in a high intensity, fast paced, trading floor environment - Responsible for entering trade tickets quickly and accurately within 15-minute MSRB rules - Sole point person for investigating and solving trade problems, reporting and enforcing compliance on MSRB rules, and responsible for providing explanations on any violations. Liaison between IT and traders on transition to new trading platform. - Maintained all aspects of trading books for the institutional trading desk in a high intensity, fast paced, trading floor environment - Responsible for entering trade tickets quickly and accurately within 15-minute MSRB rules - Sole point person for investigating and solving trade problems, reporting and enforcing compliance on MSRB rules, and responsible for providing explanations on any violations. Liaison between IT and traders on transition to new trading platform.



AllianceBernstein

• United States
• Investment Management
• 700 & Above Employee

• Analyst

  • Sep 2004 - Jan 2005

  - Responsible for reconciling and monitoring over 500 portfolios including withdrawals and contributions, management fees, stiff interest, unsettled trades, foreign taxes, dividends, etc. to maintain investment model objectives. Communicated with brokers, custodian banks, portfolio managers and performance teams to ensure portfolio maintenance - Assisted with litigation research, documentation, and settlement check issuance - Responsible for reconciling and monitoring over 500 portfolios including withdrawals and contributions, management fees, stiff interest, unsettled trades, foreign taxes, dividends, etc. to maintain investment model objectives. Communicated with brokers, custodian banks, portfolio managers and performance teams to ensure portfolio maintenance - Assisted with litigation research, documentation, and settlement check issuance



ING DIRECT

• Business Development

  • Jun 2003 - Mar 2004

  - Coordinated “Save@Work” outside sales program to introduce and promote ING savings, loan, and investment products. Developed and implemented two PR/community events per month to meet corporate goals of account acquisition, and to preserve and enhance brand and company image - Obtained Series 6 license to be qualified to pitch mutual fund product line. - Coordinated “Save@Work” outside sales program to introduce and promote ING savings, loan, and investment products. Developed and implemented two PR/community events per month to meet corporate goals of account acquisition, and to preserve and enhance brand and company image - Obtained Series 6 license to be qualified to pitch mutual fund product line.