Experience

Ferguson Wellman and West Bearing

• United States
• Investment Management
• 1 - 100 Employee

• Vice President of Administrative Services

  • Jan 2022 - Present

• Administrative Services Manager

  • Jul 2021 - Jan 2022

• Client Relationship Associate

  • Aug 2018 - Jul 2021

  -Assists Ferguson Wellman clients through transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts and handling special requests



Willamette University

• United States
• Higher Education
• 700 & Above Employee

• Assistant Director of Undergraduate Admissions

  • Jul 2016 - Aug 2018

  -Implement the office's first CRM, Technolutions Slate. Served as one of 2 Slate Captains throughout the first implementation year, overseeing processes and data integrity. Conducted trainings for staff members -Brand marketing, cultivating and effectively selling a brand that is attractive and well received -Represent Willamette University both on and off-campus to prospective students, parents, secondary school counselors and other individuals or organizations involved in the college selection process -Revamped the visit experience for our families, welcoming roughly 1,800 students and their families throughout the course of the year on campus -Assisted in the creation of policies and procedures for operations and data exchanges -Effectively communicate and market the benefits of a small liberal arts college situated in the Pacific Northwest as well as a College That Change Lives school -Independently manage travel territories, including 8 weeks of travel, and implement recruitment strategies in Washington. Reviewed over 650+ applications, recommending admission decisions -Evaluate applications and work in committee groups to make decisions -Act as a member of the event planning, operations and communication teams -Manage the logistics of our spring admitted student programs, roughly 600 students and their families -Assist on communication plans to various student groups, email and print campaigns Show less



Scripps College

• United States
• Higher Education
• 300 - 400 Employee

• Admissions Counselor

  • Jul 2014 - Jul 2016

  -Represent the College both on and off-campus to prospective students, parents, secondary school counselors and other individuals or organizations involved in the college selection process -Understand and communicate the benefits of a highly selective liberal arts women's college -Educate and counsel students and parents on the admission process and opportunities at Scripps College through formal and informal information sessions, group presentations and one on one contact with families -Plan and implement recruitment activities for assigned high schools and territories, including 7 weeks of travel throughout the year -Contribute to and support the success of student visit programs designed to recruit prospective students by collaborating with a wide variety of departments and offices across campus -Evaluate applications and work in committee groups to make decisions Show less



University of Redlands

• United States
• Higher Education
• 700 & Above Employee

• A.S.U.R. Executive Director of Social Affairs

  • Aug 2013 - May 2014

  -Supervised 15 directors who planned, executed, ran and advertised events for the students on campus -Provided support for the other cabinet members and coordinated larger events for the surrounding community-Oversaw a budget of over $100K-Acted as a student government official and liaison to the administration

• Student Worker

  • Aug 2013 - May 2014

  -Worked in the Student Leadership and Involvement Center (SLIC) doing various tasks for the department. Completed tasks for my supervisor such as new student orientation support and on boarding of new staff member.-Communication and marketing experience both through social media and hard copy -Representative for SLIC

• Orientation Mentor

  • Aug 2012 - Aug 2013

  -Worked with peers and administration to create and implement an orientation program for the first year and transfer students-Responsible for leading workshops, welcoming students and families on to campus, and planning events-Connected with my mentees throughout the duration of the school year

• Director of Novelties and Performances

  • Aug 2011 - Dec 2012

  -Worked with 12 other student directors to plan and implement student-led events on campus -Specifically worked to bring various talent groups to campus such as comedians, magicians, and other specialty performers-Learned how to write and manage contracts for artists -Collaborated with other departments at the University of Redlands to showcase larger artists for the greater community