Experience

Amwell

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Lead Solutions Consultant

  • May 2023 - Present

  Boston, MA

• Lead - Provider Commercialization

  • Aug 2022 - May 2023

• Senior Manager

  • Feb 2021 - Aug 2022

  Boston, Massachusetts, United States

• Senior Implementation Manager

  • Oct 2020 - Feb 2021

  Greater Boston

• Senior Project Manager

  • Apr 2020 - Oct 2020

  Boston, Massachusetts, United States

• Project Manager

  • Jul 2018 - Apr 2020

  Greater Boston Area



CVS Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• MBA Summer Associate

  • Jun 2017 - Aug 2017

  Woonsocket, RI •Designed and implemented a hypothesis driven mini-test project focused on understanding pharmacist workflow and capacity, an imperative step in unlocking considerable savings. •Established actionable project goals, aligning input from operations team stakeholders, scoping and designing project timeline to maximize utility for multiple parties within retail pharmacy team. •Analyzed mini-test output data, utilizing SQL queries and Excel modeling, to deliver important insight regarding… Show more •Designed and implemented a hypothesis driven mini-test project focused on understanding pharmacist workflow and capacity, an imperative step in unlocking considerable savings. •Established actionable project goals, aligning input from operations team stakeholders, scoping and designing project timeline to maximize utility for multiple parties within retail pharmacy team. •Analyzed mini-test output data, utilizing SQL queries and Excel modeling, to deliver important insight regarding accuracy of existing capacity measures and highlight potential improvements and next steps. Show less



First Western Trust

• United States
• Financial Services
• 200 - 300 Employee

• Relationship Manager, Lending

  • Oct 2014 - Jul 2016

  Greater Denver Area •Managed and developed a $20MM book of commercial and consumer loans by leveraging longtime client relationships to drive new loan growth and new client acquisition. •Maintained Denver Profit Center’s commercial banking and treasury management portfolio, a significant annual revenue driver, providing strategic guidance to commercial clients to improve collections and cash flow. •Collaborated closely with SMEs to cross-sell products and services offered within First Western’s platforms… Show more •Managed and developed a $20MM book of commercial and consumer loans by leveraging longtime client relationships to drive new loan growth and new client acquisition. •Maintained Denver Profit Center’s commercial banking and treasury management portfolio, a significant annual revenue driver, providing strategic guidance to commercial clients to improve collections and cash flow. •Collaborated closely with SMEs to cross-sell products and services offered within First Western’s platforms, leading to significant increases in shared client acquisition and fee income. •Led private banking team, providing project management oversight for major customer on-boarding and product rollout for three direct reports.

• Private Banking Officer

  • Sep 2014 - Jul 2016

  Greater Denver Area •Directed First Western’s commercial and consumer deposit portfolios in the Denver market, and drove continued growth goals of direct reports within Denver private banking team. •Supported Denver’s Senior Lender and Office President, analyzing new lending relationships and facilitating loan renewals for all existing clients. •Trained and managed First Western’s private bankers, on-boarding new bankers and monitoring progress and effectiveness of each new hire against established key… Show more •Directed First Western’s commercial and consumer deposit portfolios in the Denver market, and drove continued growth goals of direct reports within Denver private banking team. •Supported Denver’s Senior Lender and Office President, analyzing new lending relationships and facilitating loan renewals for all existing clients. •Trained and managed First Western’s private bankers, on-boarding new bankers and monitoring progress and effectiveness of each new hire against established key performance metrics.

• Senior Private Banker

  • Apr 2013 - Sep 2014

  Denver, CO •Oversaw all commercial and consumer banking activity within First Western’s Denver office. •Supervised productivity of private banking team; assured service standards were met for all clients

• Private Banker

  • Jul 2011 - Apr 2013

  Denver, CO •Guided all daily banking activity for First Western’s Denver core high net worth clients. •Mentored incoming Professional Development associates through transition to full-time employment.

• Professional Development Program Associate

  • Jul 2010 - Jul 2011

  Denver, CO •Completed rotations in Deposit Operations, Loan Operations, Underwriting and Private Banking through First Western’s comprehensive introductory banking program.