Mid Market Account Executive

• Apr 2022 - Present

Account Executive Team Lead

• Jan 2022 - Apr 2022

Account Executive, SMB

• Apr 2021 - Apr 2022

Lead Sales Representative

• Jan 2021 - Apr 2021

Senior Sales Development Representative

• Aug 2020 - Apr 2021

Sales Development Representative

• Mar 2020 - Apr 2021

Attentive® is a personalized mobile messaging platform for innovative brands & organizations that can quickly become a top 3 revenue channel. Using real-time behavioral data, Attentive automatically sends engaging text messages to each subscriber at every step of the customer lifecycle. Over 2,000 leading businesses like Sephora, Urban Outfitters, Steve Madden, and more rely on Attentive and see strong performance, like 30%+ click-through rates and 25x+ ROI. In September 2020, Attentive… Show more Attentive® is a personalized mobile messaging platform for innovative brands & organizations that can quickly become a top 3 revenue channel. Using real-time behavioral data, Attentive automatically sends engaging text messages to each subscriber at every step of the customer lifecycle. Over 2,000 leading businesses like Sephora, Urban Outfitters, Steve Madden, and more rely on Attentive and see strong performance, like 30%+ click-through rates and 25x+ ROI. In September 2020, Attentive announced a $230 million Series D investment, led by Coatue. To learn more about Attentive or to request a demo, visit www.attentivemobile.com.

Summer Associate

• May 2018 - Sep 2018

• Prepared client reviews, pitch proposals, and case study analysis to educate clients on their 401K and IRA positions • Discussed client portfolios and retirement trends in daily meetings to understand how to maximize returns year over year • Served as the main liaison and coordinated activities for firm’s sustainable investing conference at the United Nations • Collaborated with UN to achieve ESG goals of $12 trillion of market opportunities and 380 million jobs by 2030 • Created… Show more • Prepared client reviews, pitch proposals, and case study analysis to educate clients on their 401K and IRA positions • Discussed client portfolios and retirement trends in daily meetings to understand how to maximize returns year over year • Served as the main liaison and coordinated activities for firm’s sustainable investing conference at the United Nations • Collaborated with UN to achieve ESG goals of $12 trillion of market opportunities and 380 million jobs by 2030 • Created and managed client tracker itemizing 1099-R and W2 ensuring on time submission • Reviewed clients’ accounts to determine whether life changes and economic developments indicated a need for plan revision Show less • Prepared client reviews, pitch proposals, and case study analysis to educate clients on their 401K and IRA positions • Discussed client portfolios and retirement trends in daily meetings to understand how to maximize returns year over year • Served as the main liaison and coordinated activities for firm’s sustainable investing conference at the United Nations • Collaborated with UN to achieve ESG goals of $12 trillion of market opportunities and 380 million jobs by 2030 • Created… Show more • Prepared client reviews, pitch proposals, and case study analysis to educate clients on their 401K and IRA positions • Discussed client portfolios and retirement trends in daily meetings to understand how to maximize returns year over year • Served as the main liaison and coordinated activities for firm’s sustainable investing conference at the United Nations • Collaborated with UN to achieve ESG goals of $12 trillion of market opportunities and 380 million jobs by 2030 • Created and managed client tracker itemizing 1099-R and W2 ensuring on time submission • Reviewed clients’ accounts to determine whether life changes and economic developments indicated a need for plan revision Show less

Summer Intern

• Jul 2016 - Aug 2016

• Conducted statistical research and analysis to brief management on contract negotiation between general managers and agents • Analyzed NHL player contracts to position client’s market value against the rest of the league • Managed the search and breakdown of potential new clients using HockeyDB to expand company clientele • Modeled contract comparisons for Unrestricted Free Agent Clients creating in-depth excel documents to track player performance • Conducted statistical research and analysis to brief management on contract negotiation between general managers and agents • Analyzed NHL player contracts to position client’s market value against the rest of the league • Managed the search and breakdown of potential new clients using HockeyDB to expand company clientele • Modeled contract comparisons for Unrestricted Free Agent Clients creating in-depth excel documents to track player performance

Summer Intern

• May 2015 - Aug 2015

• Assisted with equity trading and conducted financial planning analysis supporting new business development and strategic planning • Used Bloomberg Terminal to develop bi-weekly status reports and metrics articulating capital portfolio information • Synthesized industry and company specific material used to formulate investment strategy • Assisted with equity trading and conducted financial planning analysis supporting new business development and strategic planning • Used Bloomberg Terminal to develop bi-weekly status reports and metrics articulating capital portfolio information • Synthesized industry and company specific material used to formulate investment strategy