Senior Business Development Manager, Private Equity

• Jul 2022 - Present

Business Development Manager, Private Equity

• Jan 2022 - Jul 2022

Business Development Manager, Private Equity & Venture Capital

• Jan 2021 - Dec 2021

Business Development Associate, Private Equity & Venture Capital

• Dec 2019 - Jan 2021

Customer Success Manager

• Jul 2019 - Dec 2019

Senior Associate, Customer Success

• Sep 2018 - Jul 2019

Client Success Manager

• Jan 2018 - Aug 2018

Maintained client relationships with users at investment banks, broker/dealers, hedge funds, and private equity firms. Provide product demonstrations for existing and potential buyside users through customer visits, online training, and industry events.

Go To Market Associate

• Jul 2016 - Dec 2017

I was accepted into the Go To Market Development program, an 18-month long comprehensive financial markets and sales skills graduate program in the Financial and Risk division of Thomson Reuters. I leveraged industry experience and financial knowledge to show clients relevant applications from Thomson Reuters suite of products that benefited asset management and wealth management workflows.

Marketing and Communications Intern

• Aug 2015 - Jul 2016

- Performed market research on current trends and new technologies in the aerospace and defense industry - Updated company website with current pricing and literature to make consumers aware of new products and solutions - Helped organize events, develop literature and displays, and capture data for an effective presence at trade shows - Nurtured client relationships with e-blasts sent out before and after trade shows using Constant Contact - Analyze competitors' digital marketing tactics to find new channels that would maximize visibility of the company - Used Adobe Illustrator, Photoshop, and InDesign to create and edit literature for trade shows - Updated the LORD Aftermarket app to ensure the app was consistent with other platforms Show less

Account Management Intern

• Jun 2015 - Aug 2015

- Read American Express customer care reports to determine which stories could be transformed into creative - Monitored competitors to help prepare the weekly competitive report, which was sent out to the American Express account team - Created a campaign pitch in line with the current Citizens Bank campaign to engage Millennials, influence them to see the bank as a financial partner, and to open an account with Citizens Bank - Read American Express customer care reports to determine which stories could be transformed into creative - Monitored competitors to help prepare the weekly competitive report, which was sent out to the American Express account team - Created a campaign pitch in line with the current Citizens Bank campaign to engage Millennials, influence them to see the bank as a financial partner, and to open an account with Citizens Bank

Advertising/Marketing Intern

• Jan 2015 - May 2015

- Researched potential new clients and maintained current client database for advertising in the monthly publication - Updated social media sites on a daily basis and determined the most beneficial times to post - Assisted in advertising sales by finding clients that would benefit from exposure to 100,000 CWM readers per month - Handled communications for the magazine's sponsored events in the Triangle - Researched potential new clients and maintained current client database for advertising in the monthly publication - Updated social media sites on a daily basis and determined the most beneficial times to post - Assisted in advertising sales by finding clients that would benefit from exposure to 100,000 CWM readers per month - Handled communications for the magazine's sponsored events in the Triangle

Account Management Intern

• Aug 2014 - Dec 2014

◆ Researched new marketing strategies to increase consumer base ◆ Performed social media analysis on competitors to identify current trends in the market ◆ Analyzed account's websites to find ways to simplify the site and attract customers ◆ Prepared weekly blog posts on five current trends in advertising and marketing ranging from native advertising to popular advertising campaigns ◆ Researched new marketing strategies to increase consumer base ◆ Performed social media analysis on competitors to identify current trends in the market ◆ Analyzed account's websites to find ways to simplify the site and attract customers ◆ Prepared weekly blog posts on five current trends in advertising and marketing ranging from native advertising to popular advertising campaigns

Marketing Intern

• May 2013 - Aug 2014

◆ Created social media websites to diversify clientele by connecting to a younger demographic ◆ Compiled billing information using Microsoft Excel ◆ Improved client relations by decreasing waiting time by 10 minutes per patient ◆ Attracted new patients by handing out flyers to people new to the area ◆ Created social media websites to diversify clientele by connecting to a younger demographic ◆ Compiled billing information using Microsoft Excel ◆ Improved client relations by decreasing waiting time by 10 minutes per patient ◆ Attracted new patients by handing out flyers to people new to the area