Experience

Waud Capital Partners
• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee
• Vice President - Investor Relations

  • May 2021 - Present


Walton Street Capital

• United States
• Real Estate
• 100 - 200 Employee

• Marketing and Investor Relations

  • Dec 2017 - May 2021

  Integrated firm’s data management platform into existing infrastructure and created a variety of reporting and BI outputs to meet marketing and investor relations demands. Integration led to greater data reliability and transparency, and more efficient production of due diligence and marketing deliverables. Redesigned marketing collateral to strengthen brand awareness and increase consistency between all investment products. Developed focused design strategy to effectively illustrate firm’s investment strategies and ideas. Managing the firm’s collateral production software to ensure dependable, accurate marketing representation across the firm. In conjunction with streamlined data management processes, time required to create and manage collateral and investor requests will be materially reduced. Show less



Sterling Bay

• United States
• Real Estate
• 100 - 200 Employee

• Vice President of Investor Services

  • Nov 2016 - Sep 2017

  Provided verbal and written investor communications that promoted transparency and facilitated dialog between the firm and investors. Managed fundraising process for investment funds. Worked with investors, legal counsel, administrators, and management to obtain subscription documents, and hold multiple fund closings. Designed and implemented CRM solution that aggregated investor information and produced reports, tracked communications, and identified key relationships between the firm’s investor. Created and managed asset-level portfolio analysis to efficiently respond to RFIs. Show less

• Marketing and Investor Relations

  • May 2012 - Nov 2016

  Responsible for managing the relationships between Walton Street and Single/Multi Family Offices and HNWIs. Completed RFP/RFIs as part of the institutional investor's investment decision making process. Built and revised quantitative models designed to track the firm's investments and performance, allowing for faster and more comprehensive data aggregation and reporting. Managed all marketing aspects throughout the launch of new funds, including the creation of the fund's pitchbook, PPM and other marketing presentations. Show less



Coghill Capital Management

• United States
• Financial Services

• Associate - Client Services & Business Development

  • May 2011 - May 2012

  Responsible for the management of all marketing collateral and the firm's information management strategy, including CRM and database management. Supported prospecting and targeting efforts to advance the business development activities of the firm. Responsible for the management of all marketing collateral and the firm's information management strategy, including CRM and database management. Supported prospecting and targeting efforts to advance the business development activities of the firm.



Autographed Collectables

• Australia
• Retail
• 1 - 100 Employee

• Director - Sales and Marketing

  • Feb 2009 - May 2011

  Developed sales strategy for both B2C and B2B by building a dealer distribution network, implementing the use of CRM software, and working trade shows and consumer events. Designed print advertising, created the company's e-mail marketing platform, and designed promotions aimed at increasing leads and revenues. Found efficient uses of a limited budget, to expand the company's brand both in print and online. Developed sales strategy for both B2C and B2B by building a dealer distribution network, implementing the use of CRM software, and working trade shows and consumer events. Designed print advertising, created the company's e-mail marketing platform, and designed promotions aimed at increasing leads and revenues. Found efficient uses of a limited budget, to expand the company's brand both in print and online.



Relay Worldwide

• United States
• Advertising Services
• 1 - 100 Employee

• Account Coordinator

  • Apr 2007 - Aug 2008

  Created research reports to assist in the planning and implementation of clients' event marketing strategies. Wrote advisory reports based on data provided by proprietary software aimed and measuring the effectiveness of our clients' sponsorships and branding. Recruited, trained and supervised a team of collegiate interns as part of the firm's professional development program. Created research reports to assist in the planning and implementation of clients' event marketing strategies. Wrote advisory reports based on data provided by proprietary software aimed and measuring the effectiveness of our clients' sponsorships and branding. Recruited, trained and supervised a team of collegiate interns as part of the firm's professional development program.



University of Notre Dame

• United States
• Higher Education
• 700 & Above Employee

• Athletics Marketing Assistant

  • Jun 2005 - Apr 2007

  Planned and executed the marketing campaigns for several athletic department programs, which included the effective sourcing and activation of sponsorships to the benefit of both the athletic department and the sponsor. Designed advertising materials for print and digital distribution. Managed an internship program aimed at providing relevant work experience to students interested in pursuing a career in collegiate athletics. Planned and executed the marketing campaigns for several athletic department programs, which included the effective sourcing and activation of sponsorships to the benefit of both the athletic department and the sponsor. Designed advertising materials for print and digital distribution. Managed an internship program aimed at providing relevant work experience to students interested in pursuing a career in collegiate athletics.