Experience

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  DC Finance's Global Family Office & High Net Worth Community

  • United States

  • Conference Producer & Family Office Club Coordinator

    • May 2022 - Present
    • United States

    Coordinated event logistics, including venue selection, catering, audiovisual equipment setup, and transportation arrangements.Managed attendee registration process, including online registration platforms and on-site registration assistance.Developed and maintained relationships with vendors, sponsors, and speakers to ensure seamless execution of conference logistics.Created and managed event budgets, tracked expenses, and negotiated contracts to maximize cost-effectiveness.Designed and implemented event marketing strategies, including email campaigns, social media promotion, and print materials.Oversaw on-site event operations, including staff coordination, session scheduling, and attendee engagement activities.Coordinated with speakers and panelists to ensure timely delivery of presentations and materials.Managed event timelines and schedules to ensure all sessions, breaks, and networking opportunities ran smoothly.Provided on-site support and assistance to attendees, speakers, and sponsors throughout the conference.Collaborated with internal teams to integrate conference activities with organizational goals and initiatives.Implemented strategies to enhance the overall attendee experience and foster meaningful networking opportunities.Maintained up-to-date knowledge of industry trends and best practices in conference planning and event management.

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  Columbia University

  • Greater New York City Area

  • Finance Associate

    • Dec 2010 - Nov 2012
    • Greater New York City Area

    Responsible for accounts payable for the Department of General Medicine, Columbia University Medical Campus.Reviewed and processed staff travel and business expense reports, assuring compliance with University policies.Reconciled department accounts every month with quarterly reporting.Accountable for all department purchases, including office supplies, computers, furniture, and medical equipment.Responsible for the processing of timesheets and payment of employees.Problem-solving daily operational issues for the department.

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  The Climate Group

  • Greater New York City Area

  • Event Producer & Development Associate

    • Dec 2007 - Nov 2009
    • Greater New York City Area

    Raised sponsorship and in-kind contributions through my relationships with high-net-worth donors and sponsor corporations.Organized, supervised, and executed 16 high-profile public and private events in the United States, increasing revenue and assisting in the achievement of long-term strategic goals for the organization.Prepared budgets for events and accomplished significant reduction in costs through efficient use of organizational resources and partnerships. Negotiated agreements with vendors and subcontractors to expedite the delivery of low-cost and high-quality services for time-sensitive operations.Coordinated external communications and supported the international communications team by maintaining a current and accurate website.Recruited, evaluated, and managed volunteers to assist with ongoing projects.

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  Parker Boston

  • Head of Operations

    • Sep 2004 - Dec 2007

    Oversaw the day-to-day operation of the firm, managing ten high performance individuals.Researched and screened companies that were looking for funds and selected companies that had the most potential to be funded.Fostered and maintained long-term business relationships with high-priority investors to sustain the financial needs of the organization.Managed all phases of personnel management, including hiring, staff development, evaluation, promotions, and separations.Performed all bookkeeper duties of the company, generating expense reports managing accounts receivable and payable, and liaising with the CPA firm to ensure the accuracy of corporate financial records.Directed all aspects of the company relocation, including the negotiation of the office lease, the selection of service providers, and the execution of contracts for IT and other essential company services.