Experience

MSPCA-Angell

• United States
• Veterinary Services
• 200 - 300 Employee

• Associate

  • Aug 2022 - Present

  United States



Boston Private

• United States
• Financial Services
• 200 - 300 Employee

• Analyst, Assistant Vice President, Deposit Management / Private Banking

  • Jan 2011 - Jan 2019

  Deposit Management & Trust - Sales • Worked directly with and actively supported the National Director/President of Private Banking. • Compiled and analyzed monthly, quarterly, and yearly sales trends of the $6 billion+ Deposit Management Department. • Collaborated with the Director of Sales to develop a targeted strategy for sales officers. • Refined marketing plan to target untapped markets, potential business, and private clients more effectively. • Worked closely with Director of Geographic Expansion to vet new… Show more • Worked directly with and actively supported the National Director/President of Private Banking. • Compiled and analyzed monthly, quarterly, and yearly sales trends of the $6 billion+ Deposit Management Department. • Collaborated with the Director of Sales to develop a targeted strategy for sales officers. • Refined marketing plan to target untapped markets, potential business, and private clients more effectively. • Worked closely with Director of Geographic Expansion to vet new office and ATM locations in the greater Boston area. • Developed and maintained new sales reports for the Director of Sales, allowing for more efficient analysis of overall market trends.

• Private Banking Associate, Deposit Management, Officer

  • Jul 2008 - Jan 2011

  Deposit Management & Trust - Sales • Collaborated with multiple Deposit Management Sales Officers simultaneously to manage roughly $650 million in assets under management. • Provided boutique relationship management to high net worth individuals, private partnerships, nonprofits and privately-held companies. • Developed customized client proposals, marketing packages, and client events with Sales Team. • Provided daily maintenance for business and personal accounts and for all deposit and cash management products and… Show more • Collaborated with multiple Deposit Management Sales Officers simultaneously to manage roughly $650 million in assets under management. • Provided boutique relationship management to high net worth individuals, private partnerships, nonprofits and privately-held companies. • Developed customized client proposals, marketing packages, and client events with Sales Team. • Provided daily maintenance for business and personal accounts and for all deposit and cash management products and services

• Administrative Assistant, Deposit Management & Trust, Sales

  • Jul 2007 - Jul 2008

  Deposit Management & Trust - Sales • Provided general administrative support including client service support, tracked incoming and outgoing transactions, and telephone coverage. • Organized client events with Sales Team. • Planned and organized business meeting venue, food service, and other essentials.



Commonwealth Hemotology-Oncology, Emerson Hospital

• Administrative Assistant

  • Mar 2006 - Jul 2007



Countryside Veterinary Hospital

• Front Desk Staff

  • Mar 1999 - Jun 2003