Experience

Markets Group

• United States
• Financial Services
• 100 - 200 Employee

• Relationship Manager

  • Jan 2019 - Present

• Program Manager / Investor Relations

  • Jul 2017 - Present

  The US & Canada Private Wealth Team provides regionally-focused asset allocation and asset protection meetings, focused on single and multi-family offices, registered investment advisors, banks, trusts and wealth managers. We maintain a growing network of more than 10,000 advisors who consistently engage with us and attend our events to increase returns and stability for HNW and UHNW clients and families. The targeted content provides the most updated education on equity markets, hedge funds, private equity, real estate, metals, succession planning, tax and structuring, private placement life insurance and mutual fund investing.As a program manager for the U.S. Private Wealth series, I research the high-net-worth investor market, identify, establish and maintain relationships with senior staff from the family office, investment adviser and private banking community, secure and collaborate with expert speakers, develop compelling onstage content, write print and online marketing copy and oversee event management. Show less



What Tax Form

• Human Resources

• Sales Executive

  • Nov 2016 - Jul 2017



Tidestone Solutions

• United States
• Software Development
• 1 - 100 Employee

• Business Development Director

  • Oct 2015 - Aug 2016



Connotate is now part of Import.io

• United States
• Software Development
• 1 - 100 Employee

• Business Development Analyst

  • Apr 2013 - Sep 2015



NRG Home Solar

• United States
• Renewable Energy Semiconductor Manufacturing
• 200 - 300 Employee

• Lead Generator

  • Jun 2012 - Apr 2013