Senior Vice President

• Apr 2022 - Present

Vice President

• Apr 2020 - Apr 2022

Assistant Vice President

• Apr 2017 - Apr 2020

Reinsurance Analyst

• Jul 2013 - Apr 2017

Institutional Marketing Intern

• 2012 - Mar 2013

• Coordinated with the institutional marketing and client service team of 28 associates in completing monthly and quarterly questionnaires, RFPs, and databases regarding relevant data of the firm • Maintained and updated marketing materials including presentations, factsheets, and investment reviews on a monthly, quarterly, and annual basis for the institutional marketing and client service team to present to prospects and consultants • Created and analyzed financial spreadsheets indicating and analyzing the firm’s total assets and investment products monthly, quarterly and annually • Assisted the institutional marketing team of 3 associates in the regular utilization and maintenance of the relationship management database, ProTrak, monthly, quarterly, and annually Show less

Marketing Intern

• Jun 2011 - Apr 2012

• Maintained the firm’s database with daily data input of clients and prospects • Prepared marketing packages for partners of the firm to present to current and prospective clients • Performed daily administrative and organizational work in the marketing office of the firm • Compiled data of current and potential future clients of the firm as part of a competitive analysis project • Maintained the firm’s database with daily data input of clients and prospects • Prepared marketing packages for partners of the firm to present to current and prospective clients • Performed daily administrative and organizational work in the marketing office of the firm • Compiled data of current and potential future clients of the firm as part of a competitive analysis project