Experience

• 

  Boston School Of Etiquette

  • Founder And Owner

• 

  Boston School of Etiquette

  • Greater Boston Area

  • Founder and Owner

    • Apr 2006 - Present
    • Greater Boston Area

    Using a lifeskills approach, our mission is to equip students with the necessary tools to prepare for a successful and fulfilling career path. We help young adults develop soft skills, life skills, emotional intelligence, intercultural skills and dining etiquette. Our goal is to be the most empowering etiquette and soft skills training school allowing all students to reach for personal, academic and professional success. We encourage students to take their strengths and uniqueness and turn them into their personal brand. We stress the importance of establishing a good reputation, which is one of the most important assets in leading a full and rich personal and professional life. We specialize in working with corporations, schools and universities.

• 

  Putnam Investments

  • Boston

  • Senior Vice President - Key Account Manager

    • May 1998 - Jan 2000
    • Boston

    Responsible for managing all aspects of the two largest national broker dealers including retail distribution, variable annuities, wrap accounts, 401k and offshore accounts. Communicate and drive firm initiatives. Coordinate conferences, manage due diligence, oversee and maintain budgets and revenue reports.

• 

  Warburg Pincus Asset Management

  • New York

  • Regional Marketing Director

    • Apr 1996 - May 1998
    • New York

    Responsible for sales and marketing initiatives for domestic and international equity and fixed income mutual fund investments. Managed broker dealer distribution channel and developed key relationships with senior management and regional directors. Designed marketing initiatives and strategic alliance programs. Developed marketing materials including client brochures, marketing guides, presentations and video teleconferencing.

• 

  Montgomery Asset Management

  • San Francisco

  • Vice President Institutional Advisory Services

    • Apr 1994 - Mar 1996
    • San Francisco

• 

  Merrill Lynch

  • New York

  • Product Manager International Private Client

    • Jan 1992 - Mar 1994
    • New York

• 

  EF MacDonald

  • Director of Corporate Special Events

    • Jan 1983 - Jan 1992

    Executed world wide business meetings and events for Fortune 500 companies. Established budgets, negotiated contracts and approved bids. Responsible for every aspect of event including site location, transportation, timelines, attendance list, food and beverage, golf tournaments, activities, guest speakers, entertainment, A/V, signage, and managing all VIP needs. Reconciled billing and accounting.