Associate Relationship Manager

• May 2022 - Present

Relationship Banker

• Nov 2020 - May 2022

Primary responsibilities consist of achieving individual sales goals and for completing all customer facing activities. Essential Duties and Responsibilities include the following. Contributes to the success of the banking center by meeting or exceeding individual sales goals. Responsible for all customer facing activities including new account opening, account maintenance, problem resolution and sales and service activities. Demonstrates a strong knowledge of bank products and services. Employs Building Trusted Relationship skills to acquire, expand and retain customer relationships. Show less

General Manager

• Feb 2017 - Apr 2020

• Successfully grew a $1.1 million-dollar grocery, butcher shop, deli, bakery and fuel business. • Facilitated the sale of the business for a premium valuation. • In first full year of management generated a 6% increase in revenue. • Sold the business and real estate for a premium valuation. • Managed all facets of the sale and the transition of business operations. • Directly supervised 13 employees. • Oversaw relationships with all vendors and suppliers. Ordered all inventory and products for all facets of the business. • Enhanced product mix and offerings and managed the process of becoming a Maine State agency liquor store. • Directed over $40,000 in capital improvements. • Maintained all real estate assets and equipment. Managed tenants and leasing of all company properties. Show less

Leadership Gift Officer

• Jun 2015 - Feb 2017

Assistant Director of Advancement for Major Gifts and Planned Giving

• Jun 2012 - Jun 2015

Responsible to plan, cultivate, solicit, and steward a portfolio of major gift donors and prospective donors for gifts benefiting Hebron Academy. Participate in current and planned gift efforts to build the endowment and solicit top prospects for gifts in support of the school’s $30 million Campus Master Plan. Plan and direct fundraising initiatives with an emphasis on major gifts, both current and future for the project campaign. The Assistant Director of Advancement will work closely with the board, Head of School and Advancement staff to coordinate fundraising efforts. Show less

Major Gifts Officer

• Dec 2009 - Jun 2012

Development of fundraising strategy for leadership giving and specific campaign challenges. Responsible for major gifts of $25,000 and higher from alumni, foundations and friends of the academy.

Buy-side Equity Analyst

• Apr 2008 - Jul 2009

PHA is a global long/short value oriented hedge fund. I performed fundamental buy side analysis, including building and updating detailed financial models for publicly-listed companies in the group’s portfolios, and screened for investment opportunities. I performed qualitative analysis, evaluating competitive positioning and management quality. PHA is a global long/short value oriented hedge fund. I performed fundamental buy side analysis, including building and updating detailed financial models for publicly-listed companies in the group’s portfolios, and screened for investment opportunities. I performed qualitative analysis, evaluating competitive positioning and management quality.