Bio
Experience
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Financial Advisor
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Apr 2021 - Present
Offering investment advisory services through Eagle Strategies LLC.—Agency Standards
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Nylife Securities LLC.
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Waltham, MA
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Registered Representative
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Apr 2015 - Present
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Waltham, MA
Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.
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Agent
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Apr 2015 - Present
Agent licensed to sell insurance through New York Life Insurance Company
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Development Director
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Jul 2004 - Feb 2015
Managed family-based nonprofit entity that raised over $400,000 and provides assistance to children and families.Targeted national and local donors/sponsors through strategic, cost effective electronic and direct mail campaigns.Successfully increased sponsorship revenue by 250% and in-kind donati...
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United States
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Entertainment
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200 - 300 Employee
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Transition Project Manager
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2000 - 2002
Spearheaded season ticket relocation project for New England Patriots and New England Revolution.Conducted thorough benchmark analysis and developed timelines, marketing strategies, and best practices.Created price structures, revenue forecasts, and weekly updates for c-level management.Designed new ticket office and in-stadium customer service stations, reviewed design changes with construction managers, worked with construction personnel to ensure accuracy and adherence to timelines.Produced print materials, information packets, and promotional brochures, coordinated direct mail projects with marketing and premium seat departments.Developed detailed customer questionnaire and catalogued responses in collaboration with IT department.Successfully completed project on time and achieved a 98% customer satisfaction rating.Trained and supervised temporary staff of 25 that handled customer telephone inquiries and complaints.Simultaneously managed billing and collection of $45M, supervised ticket operations, and coordinated Super Bowl XXXVI ticket distribution.Collaborated with E-commerce and stadium maintenance departments on salvage project that raised $300K for non-profit foundation.
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Director of Ticket Operations
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1995 - 2000
Managed ticket sales and customer service operations for department of 10 that generated $35M annually.Produced daily sales, A/R, and inventory reports for VP of Finance and Director of Finance.Generated horizontal and vertical analysis reports, demographic studies, and ad hoc reports for c-level management.Developed Access-based ticketing system with IT department that improved POS operations, customer service, account management, record keeping, and report generating capabilities.Introduced bar coding technology that improved point of entry access, ticket taking process, attendance record keeping, and reduced counterfeit and duplicate ticket incidents.Collaborated with stadium security, local and state police, and stadium operations to enhance FOH event operations, increase safety, and improve overall customer experience.Reduced annual production and postal costs 30% by successfully outsourcing direct mail projects and eliminating the need for internal printing, additional labor, and reducing equipment depreciation.Created and implemented loyalty rewards program that increased client retention rates by 20% and improved customer relations.Developed waiting list program that generated $1.25M and doubled account base from 17,000 to 35,000 within four years.Created cross-promotional online and offline marketing campaigns that increased website traffic 20% and revenues by $400,000.Initiated online account renewal program with IT department that reduced labor costs by 50% annually, improved A/R management, and enhanced client relations.Collaborated with executive management, football operations, and marketing staffs to ensure all contractual agreements and personal ticket requests were fulfilled.
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Ticket Office Manager
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1990 - 1994
Managed telemarketing sales, customer service, and operations staffs.Reconciled receipts, prepared cash deposits, and daily sales reports for Controller.Maintained ticket inventory, improved cash controls and accuracy.Assisted outside vendor in automating operations. Improved POS services, event ...
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Education
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2008 - 2010University of Massachusetts at Amherst - Isenberg School of Management
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2005 - 2007Northeastern University
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1985 - 1990Northeastern University
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Taunton high school
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