Experience

Perch Wealth
• United States
• Investment Management
• 1 - 100 Employee
• Chief Operating Officer

  • Feb 2021 - Present


Lizzy James Designs, Inc.

• United States
• Retail Luxury Goods and Jewelry
• 1 - 100 Employee

• President

  • Jan 2019 - May 2021

  • Guided advertising and social media teams, organized distribution to 3M people per year• Grew company from five to 50 in-house employees and 70 independent sales representatives in three years• Curated seasonal collections and determined pricing, forecasting and distribution of new products for both B2C and B2B divisions• Designed a complementary jewelry category that surpassed all other categories in units sold their first year of release• Composed training manuals and executed incentive programs to encourage employee efficacy, job satisfaction and retention• Key account management including the US Capitol Building and US Senate Gift Shops, United States Coast Guard Exchange, United States Navy Exchange• Advised on the development of proprietary order management software• Designed all print marketing materials, catalogs and product labels• Implemented new products and procedures that cut print marketing costs by an estimated 50%• Manageed accounts receivable and sales representative commissions

• Vice President Operations

  • Mar 2015 - Dec 2018



Sophia & Chloe

• Retail Luxury Goods and Jewelry
• 1 - 100 Employee

• Operations Manager

  • Jan 2009 - Mar 2015

  • Maintained the coming website, including design, copywriting, photography, photo editing, and marketing • Designed and planned distribution of wholesale and retail promotional email campaigns and social media marketing • Created successful distribution partnerships with major online retailers including RedEnvelope, gifts.com, MyHabit and Max & Chloe • Inventory planning, forecasting and purchasing • Managed key accounts including the Montage Hotels • Managed daily office operations including accounts receivable, scheduling, and payroll • Planned events, promotions and sales at industry trade shows, press events, and non-profit fundraisers • Assisted in design research and copyright filings