Experience

North American Marine Environment Protection Association

• United States
• Environmental Services
• 1 - 100 Employee

• Director Of Sustainability

  • Mar 2022 - Present

  Preserving the marine environment by promoting sustainable maritime industry best practices and educating the public to Save Our Seas. Preserving the marine environment by promoting sustainable maritime industry best practices and educating the public to Save Our Seas.



SHIPPINGInsight

• United States
• Maritime Transportation
• 1 - 100 Employee

• Director Of Partnerships

  • Mar 2022 - Present

  SHIPPINGInsight is the premier technology forum and networking event for maritime industry professionals, connecting fleet management with the latest innovative technology solutions, propelling the industry to a more efficient, cost-effective, and sustainable future. SHIPPINGInsight is the premier technology forum and networking event for maritime industry professionals, connecting fleet management with the latest innovative technology solutions, propelling the industry to a more efficient, cost-effective, and sustainable future.



ConnectAID

• Switzerland
• Non-profit Organization Management
• 1 - 100 Employee

• SDG & ESG Community Advocate for ConnectAID

  • Jan 2022 - Present

  I have committed to join ConnectAID’s Ambassador program and become a volunteer Community Advocate for a meaningful innovation: ConnectAID, The International Solidarity Network, a combined humanitarian social network and philanthropic platform dedicated to achieving the UN Sustainable Development Goals (SDGs). ConnectAID, the International Solidarity Network is a Swiss nonprofit based in Geneva. It is a social impact network that aims to assist international nonprofits by raising funds for and awareness about their ongoing actions on the ground and by allowing individuals, Foundations, and corporations to contribute to sustainable development projects and humanitarian emergencies such as COVID-19. For more information: www.connectaid.com.



Moody's Corporation

• United States
• Financial Services
• 700 & Above Employee

• Corporate Social Responsibility Manager (Consultant)

  • Oct 2021 - Mar 2022

  • Manage EMEA region partnerships with Moody’s Foundation grantees • Lead regional programming and employee engagement to support the three key focus areas of Moody’s CSR Strategy: Empowering People with Financial Knowledge, Delivering on Our Commitment to ESG, and Helping Young People Reach Their Potential • Create and manage marketing, communications and events to build awareness and engagement • Manage EMEA region partnerships with Moody’s Foundation grantees • Lead regional programming and employee engagement to support the three key focus areas of Moody’s CSR Strategy: Empowering People with Financial Knowledge, Delivering on Our Commitment to ESG, and Helping Young People Reach Their Potential • Create and manage marketing, communications and events to build awareness and engagement



Gartner

• United States
• Information Services
• 700 & Above Employee

• Vice President, Global Head, Strategic Segmented Programs, Conferences

  • May 2016 - May 2020

  Developed and delivered high-value, strategic segmented programs globally, through the analysis of data and collaboration across diverse stakeholder and partner teams, advising the Executive Leadership team, to deliver incremental revenue derived from conference attendance. Developed and delivered high-value, strategic segmented programs globally, through the analysis of data and collaboration across diverse stakeholder and partner teams, advising the Executive Leadership team, to deliver incremental revenue derived from conference attendance.



Citi Private Bank

• Financial Services
• 1 - 100 Employee

• Senior Vice President, Senior Event Marketing & Business Development Strategist

  • Jan 2010 - Apr 2016

  Collaborated with global marketing team to strategically plan, execute and market +180 targeted and measurable client events across North America annually to reflect the overall vision and strategy of the bank, advising the CEO of Citi Private Bank and Executive Leadership Team.

• Banker Associate, Vice President

  • Jan 2008 - Jan 2010

  Managed portfolio of 70+ relationships in partnership with Senior Banker. Directly responsible for managing portfolios totaling +$145M in AUM’s and $13M in revenue (2008). Provided guidance and direction to ultra-high-net-worth clientele covering all financial needs, including; investments, banking, lending, and trust and estate planning. Created and presented quarterly reporting for each client relationship to review financial performance of portfolio.

• Client Relationship Officer/Assistant Vice President

  • Mar 2006 - Jan 2008

  Supported portfolio of 50+ client relationships, providing guidance and assistance to high net worth clientele with all aspects of their financial needs, including: compliance, account opening, investments, banking, lending, and trust and estate planning



Wells Capital Management

• Investment Management
• 100 - 200 Employee

• Junior Research Analyst, Small Cap Value Team

  • May 2004 - Mar 2006

  Assisted Senior Analysts and Portfolio Manager in research and modeling. • Developed and implemented performance reporting system, and was responsible for creating and delivering all quarterly financial reports • As point person for NY office, managed transition of Strong systems and policies to Wells Fargo systems and policies. Assisted Senior Analysts and Portfolio Manager in research and modeling. • Developed and implemented performance reporting system, and was responsible for creating and delivering all quarterly financial reports • As point person for NY office, managed transition of Strong systems and policies to Wells Fargo systems and policies.



Strong Capital Management

• United States
• Investment Banking

• Merger Transition Team Consultant

  • Sep 2003 - May 2004

  Worked with interim CEO and transition team to review and analyze potential buyers prior to merger. Maintained scheduling, created and distributed correspondence, and general consulting support to interim CEO.

• Research Assistant to CEO

  • Jun 2003 - Sep 2003

  Selected by CEO to research and analyze investment opportunities for his personal portfolio of clients.

• Strong Start Leadership/Management Training Program

  • Jan 2003 - Jun 2003

  Rotations:Advisory Services – Sales and Relationship ManagementCorporate Finance – Financial AnalystMarketing – Marketing SpecialistClient Relationship Team – Financial Services Specialist