Experience

Split Rock Resources
• United States
• Oil and Gas
• 1 - 100 Employee
• Project Manager

  • Mar 2023 - Present


Bank of America Private Bank

• United States
• Financial Services
• 700 & Above Employee

• Private Banking Associate

  • Jan 2018 - Mar 2023

  • Corresponded daily with clients to fulfill banking needs including the formation of new accounts, money movement, credit dealings and more • Designed reports for ultra-high net worth clients to improve efficiency of information communication • Managed two major banking team leads’ calendars, appointment scheduling and administrative tasks including monthly expenses, travel coordination and tracking client correspondence • Collaborated with teammates to satisfy compliance regulation requirements • Acted as office liaison for coordinating events, both internal and external



Q Investments

• United States
• Investment Management
• 1 - 100 Employee

• Project Manager

  • Jan 2014 - Dec 2017

  • Directly supported the Chief Executive Officer by managing multiple calendars, day-to-day operations, and scheduling for the entire family • Researched, planned, and executed every detail of numerous domestic and international travel, including trips of extended duration • Travelled both domestically and internationally to prepare reports for future trips which included conducting interviews of activities instructors, hotel properties and staff • Maintained facilities and management of multiple homes across the United States • Carried out a diverse range of tasks for the CEO which varied from personal holiday shopping, daily home tasks and acting as a nanny when needed, to negotiating rental homes or hotel contracts and more



J.P. Morgan Asset Management

• United States
• Financial Services
• 700 & Above Employee

• Private Banking Analyst

  • Jun 2013 - Jan 2014

  • Supported two Senior Bankers with their client books by creating pitch book presentations, systemizing their client lists, prospecting for new clients, running wealth projection analysis, and executing account performance reports. • Led new client transition processes, working through all steps start to finish • Collaborated with other Analysts on the team to complete daily activity reports and tasks to monitor client activity such as revenue reports, cash transaction records, event attendance, and contact statements • Worked client events and road shows, filling in wherever was needed including the check-in desk, set-up and takedown, microphone runner, and guest greeter • Prepared weekly presentation to debrief the office on current standings



J.P. Morgan Chase & Co

• India
• IT Services and IT Consulting
• 300 - 400 Employee

• Private Bank Intern

  • May 2012 - Aug 2013

  • Fulfilled capital advisory analyst duties which included: loan document preparation, financial information consolidation, loan pricing tools, and daily reports which were used nationwide • Supported a Senior Banker and team with daily projects such as client pitch book preparation, weekly market reports, and prospecting for potential new clients • Fulfilled capital advisory analyst duties which included: loan document preparation, financial information consolidation, loan pricing tools, and daily reports which were used nationwide • Supported a Senior Banker and team with daily projects such as client pitch book preparation, weekly market reports, and prospecting for potential new clients



TCU Office of the Chancellor

• Student Assistant

  • Aug 2010 - May 2013

  • Completed any task assigned by the Chancellor’s own personal staff • Answered the direct office line promptly and directed and assisted the callers as needed • Organized and arranged important documents to be given out to trustees • Supervised the office when fulltime staff members were absent • Completed any task assigned by the Chancellor’s own personal staff • Answered the direct office line promptly and directed and assisted the callers as needed • Organized and arranged important documents to be given out to trustees • Supervised the office when fulltime staff members were absent



Davis & Gallaher Family

• Nanny

  • Dec 2009 - May 2013

  • Entrusted with the supervision and care of two young children • Provided additional support on family trips to ensure safety and well-being of children • Entrusted with the supervision and care of two young children • Provided additional support on family trips to ensure safety and well-being of children



Jamie Adams & Associates

• Intern

  • Oct 2011 - May 2012

  • Helped set-up, worked, and attended to other needs during high-profile events • During 2011 World Series, 2012 & 2013 Opening Weekend, worked and coordinated Center Field Suite Check-In for all 3 games at the Ballpark in Arlington. • Assisted on the auction and invitation committee for the 2012 ADA Stars of Texas Event • Helped set-up, worked, and attended to other needs during high-profile events • During 2011 World Series, 2012 & 2013 Opening Weekend, worked and coordinated Center Field Suite Check-In for all 3 games at the Ballpark in Arlington. • Assisted on the auction and invitation committee for the 2012 ADA Stars of Texas Event



Pine Cove Christian Youth Camp

• High School Counselor

  • May 2010 - Dec 2011

  Counseled and led six to eight high school girls for six weeks Collaborated with lifeguards on pool guidelines to ensure camper safety Advised students on difficult issues and provided positive guidance and solutions Counseled and led six to eight high school girls for six weeks Collaborated with lifeguards on pool guidelines to ensure camper safety Advised students on difficult issues and provided positive guidance and solutions