Experience

The Trium Group

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Sr. Client Manager

  • Jul 2022 - Present

• Operations Manager

  • Dec 2020 - Jul 2022



Stop Meeting Like This

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Project Leader

  • Mar 2017 - Nov 2020

  Stop Meeting Like This partners with forward-looking companies to transform the way work gets done. Through collaboration practices that are intelligent, energizing, and right-sized, companies unleash diverse perspectives and realize the fullest expression of potential. • Architect project plans for a variety of projects which identify milestones and workstreams and communicate to various internal and external teams • Design and facilitate internal and external team kickoffs to establish project goals, roles, and team norms • Escalate risks to project timelines, values, and resources and facilitate team discussion to resolve and bring the group to decision quickly • Proactively communicate changes to the project plan to internal and external teams with appropriate level of detail and frequency • Draft materials to support project meetings as well as training workshops and identify opportunities to build on previous work • Coordinate facilitators, consultants, and other external team members to ensure a seamless experience for the client • Create systems to track and manage client stakeholders and teams • Draft communications to the client(s) as well as for the clients to send to various stakeholders within their organizations • Developed a knowledge management system to track all slideware, exercises, and other materials and make it easily searchable and reusable across the organization • Analyzed qualitative and quantitative survey data to support a diagnostic process to clarify the underlying dynamics and challenges within our client organizations • Managed the logistics and supported the design for client’s first virtual All-Hands meetings for a 250-person organization to replace a planned weeklong, in-person event • Partnered in the design and managed the execution of a 400-person, multi-track workshop program to assist a previously 100% in-person field team to adjust to a virtual and hybrid world Show less



Serious Change Investments

• Operations

  • Nov 2013 - Dec 2016

  • Developed, manage, and execute monthly, quarterly, and annual reports to administrators and investors. • Spearheaded development of "institutional knowledge" systems (database to record financials, interactions with companies, communal filing system). • Own those systems including data entry, implementing structures to keep them up to date, and constantly ensuring that the existing system filled the team’s needs either by making small changes to accommodate team members or researching alternative platforms. • Created and maintain deal tracking and lead management tools. • Developed models to evaluate whether the firm was achieving its goals. • Act as the fulcrum in the system, maintaining communication throughout all parts of the business and fielding low-level inquiries from all sides where possible. Show less



Craft Coffee

• United States
• Internet Publishing
• 1 - 100 Employee

• Operations Manager

  • Jun 2012 - Jun 2013

  • Managed the production of subscription boxes, coffee sourcing and evaluation, and customer service over a period during which orders quadrupled• Streamlined system for managing subscriber database which resulted in fewer errors in delivery• Worked closely with lead developer to implement new technology tools to manage operations and customer service more efficiently• Interfaced with designers, writers, and suppliers to produce all printed materials• Oversaw packing and shipping of boxes during a two-day weekend operation once a month• Responded to all customer service queries using Zendesk, Twitter, and Grasshopper until a part-time customer service representative was hired at which point I established a system for responding to requests• Developed relationships with new roasters, notably several high-profile companies who had previously refused to work with Craft Coffee• Coordinated with panel of coffee experts to select coffees, including recruiting new members of the panel and training Show less

• Operations Intern

  • May 2012 - May 2012

  ● Managed the sourcing of coffees for the June and July boxes● Systematized the process of reaching out to coffee roasters by setting up a schedule for outreach and creating templates for emails to send to roasters with whom the company had existing relationships as well as those who were new to Craft Coffee● Set up a new spreadsheet system for organizing and keeping track of tasting notes for coffee samples



Ipreo

• United States
• Financial Services
• 100 - 200 Employee

• Senior Analyst

  • Jul 2008 - Apr 2012

  Serve as day-to-day contact for eight clients Provide relevant insights into trading activity, shareholder changes, and other investor relations topics based on areas of interest for both the investor relations team and management Advise investor relations clients on best practices for monthly and quarterly reporting to management and the board of directors Worked with a team of developers to build a new report-delivery system Analyze shareholder and trading data to help clients evaluate the effectiveness of their investor relations program Show less



Edelman

• United States
• Public Relations and Communications Services
• 700 & Above Employee

• Intern

  • Sep 2006 - Jan 2007

  Researched influential figures in the French pharmaceutical industry as potential brand spokespeople Translated business documents in French into English Edited presentations for technical conferences Researched influential figures in the French pharmaceutical industry as potential brand spokespeople Translated business documents in French into English Edited presentations for technical conferences



ValueAct Capital

• United States
• Investment Management
• 1 - 100 Employee

• Summer Intern

  • 2007 - 2007

  Researched financial institutions as a potential space for long-term equity investment Presented findings in firm-wide investment meeting Researched financial institutions as a potential space for long-term equity investment Presented findings in firm-wide investment meeting



Keefe Bruyette & Woods

• United States
• Investment Banking

• Summer Intern

  • 2006 - 2006

  Researched industry data for evaluating the potential market for new products Built models to evaluate various deal options Researched industry data for evaluating the potential market for new products Built models to evaluate various deal options