Client Success Manager

• Apr 2022 - Present

▪ Build and maintain strong client relationships▪ Work with partners and advisors to strategize, coordinate, and execute the account vision▪ Coordinate deep due diligence for acquisitions ▪ Effectively communicate the company’s value proposition through presentations and proposals▪ Advise and course correct sales operations and internal culture▪ Lead generation and sales pipeline managementAdvantary provides bespoke advisory and capital services to select non-portfolio clients. Our team of highly experienced entrepreneurs and professionals drive results in revenue, growth, and capital. Whether you’re looking to expand, contemplating a fundraise or major transaction, seeing sales stalled, needing help while recruiting, just starting up, or any of many other challenges, we’re here to help. Why us? We’re experienced entrepreneurs who have started dozens of companies, raised hundreds of millions of equity capital, and had numerous exits with returns for our investors. We are stage-agnostic, working with pre-revenue to $1B+ public companies.

Associate Director

• Oct 2015 - Present

 Coordinate logistics, day-to-day operations, and personnel assignments for rehearsals and performances at Davies Symphony Hall and on international tours Direct multi-year planning for triennial international touring program; three completed as of July 2019 Direct and implement Apprenticeship Training Program developing program support staff working in a high-pressure production environment  Form and develop mutually beneficial partnerships with local schools, festivals, and service organizations Manage an annual budget of $500K-$2M Manage a faculty SFS AFM Local 6 musicians and production team including 3-4 IATSE Local 16 stage crew within the context of their respective collective bargaining agreements

Youth Orchestra Manager

• Jan 2011 - Oct 2015

Youth Orchestra Administrative Apprentice

• Sep 2009 - Jan 2011

Development Assistant

• Sep 2009 - May 2010