Market Director

• Jan 2023 - Present

Branch Manager

• Jan 2021 - Present

Director, Assistant Market Head for the Mid Atlantic Market

• Jul 2018 - Present

Director, Head of Next Generation Development

• Mar 2016 - Present

Associate, Institutional Client Business (ICB)

• Nov 2014 - Feb 2016

Keenly focused on driving the value proposition and sales training for BlackRock's fixed income products that contribute to the firm's financial success and maximize impact on financial results. Partnered closely across Fixed Income Product Strategy and Relationship Managers within the Institutional Client Business to created and implemented product messaging and training. Developed and delivered a comprehensive sales enablement program including: creating platform narratives for the firm's investment capabilities, refinement of messaging and competitive proof points for institutional investment products, and implementing "Perfecting the Pitch" and broad product positioning trainings to instill key sales messages across 200+ Relationship managers. Collaborated globally to help deliver congruency in how client-facing professionals represent BlackRock's Investment Capabilities

Associate Product Manager, Securities Backed Lending

• May 2013 - Nov 2014

- Managed Commercial Lending Referral Program - Managed semi-annual campaigns which resulted in record net new loan growth of $973M.- Led Q213 loan reprice resulting in $265k of incremental revenue and wgt avg. spread increase of .32 bps .- Responsible for pricing of purpose loans - Developed process for selling loans to different legal entities as part of a risk management strategy.- Led all communications for firm wide reprice expected to generate $5-21m in credit lines and $1-4m in margin. - Trained CSAs new to the firm on lending. - Created Monthly Sales Ideas to help increase FA utilization FINRA Registered: Series 7, Series 66, Series 24

Analyst, Graduate Training Program

• Jun 2011 - May 2013

Rotated through various groups within Wealth Management for 18 months to gain broad understanding of the business.Rotations included: - Wealth Management Partnerships- New York City Branch Office- Chief Administrative Office- Capital Markets and Global Family Office- Brand Marketing- Banking Products FINRA-Registered: Series 7, Series 66

Private Wealth Management Advisor Group Intern

• Jun 2010 - Aug 2010

Development and Executive Director Intern

• May 2009 - Aug 2009