Experience

Dirt-to-Dinner

• United States
• Farming
• 1 - 100 Employee

• Marketing Manager

  • Nov 2017 - Present

  Greenwich, CT



Blue Harbour Group

• United States
• Investment Management

• Investment Research

  • Oct 2012 - Oct 2017

  Greenwich, CT - Support six managing directors with their research needs among their concentrated activist portfolio - Conduct primary and secondary market research studies to increase insights into service, product line and internal organization of current and potential holdings - Liaise with sell-side brokers to obtain and synthesize company and industry to create consensus financial models and industry forecasts - Collaborate with investment team to create external and internal marketing… Show more - Support six managing directors with their research needs among their concentrated activist portfolio - Conduct primary and secondary market research studies to increase insights into service, product line and internal organization of current and potential holdings - Liaise with sell-side brokers to obtain and synthesize company and industry to create consensus financial models and industry forecasts - Collaborate with investment team to create external and internal marketing presentations - Manage proxy voting process and reporting Show less



Jennison Associates

• Financial Services
• 300 - 400 Employee

• Senior Associate, Presentations

  • Mar 2007 - Mar 2011

  - Work directly with portfolio managers, sales team to create custom materials for meetings, conferences - Develop highly customized marketing material for new products - Conduct data analyses to bring new ideas to materials



Cogent Research

• United Kingdom
• Market Research

• Associate Project Director

  • May 2005 - Jan 2007

  - Prepared, conducted, presented, and delivered business solutions project proposals and market analyses to corporate clients in both business-to-business and consumer retail market spaces - Managed the delivery phase of consulting projects by discussing progress, reviewing deliverables, controlling client expectations, and ensuring overall quality control - Managed projects in a collegial environment by delegating tasks and recommending actions to be taken by others



Ernst & Young

• China
• Accounting
• 700 & Above Employee

• Internship Assignment: Junior Associate, Sales & Marketing

  • Jan 2003 - Dec 2003

  - Helped organize Ernst & Young's prestigious award event, Entrepreneur of the Year - Prepared and distributed in-depth regional sales reports to senior partners on a bi-weekly basis - Managed Sales Tracking & Reporting Database used for generating Sales and Sales Opportunity Reports - Created New England Venture Capital Stage Activity Report to senior partners on a quarterly basis - Assisted Creative Services Department in preparing meeting books and presentation materials