Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Vice President, Relationship Manager

  • Nov 2023 - 2 months

  Cincinnati, Ohio, United States Leads the development and implementation of client strategy and vision by coordinating the Key Private Bank (KPB) relationship team in the identification and prioritization of critical client financial issues and advocating solutions that lead to the attainment of the clients’ financial aspirations and lifetime goals. Sarah Anne is the primary client advisor and optimizes client relationships, providing pertinent financial advice to meet client needs by positioning and selling a broad… Show more Leads the development and implementation of client strategy and vision by coordinating the Key Private Bank (KPB) relationship team in the identification and prioritization of critical client financial issues and advocating solutions that lead to the attainment of the clients’ financial aspirations and lifetime goals. Sarah Anne is the primary client advisor and optimizes client relationships, providing pertinent financial advice to meet client needs by positioning and selling a broad array of appropriate financial products and services. Identifies/refers cross-marketing opportunities to fulfill specialized needs. Works closely with the Associate Relationship Manager assigned to their clients to assist with sales opportunities and provide coaching. Employs and maintains a disciplined approach to prospecting and the client review process using designated tracking tools to document progress on implementation of client strategies. Builds a prospect referral pipeline by leveraging referrals from retail branches, business banking partners, and commercial banking partners. Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community. Proactively provides client solutions by contacting leads identified in the Desktop. Promotes and cross-markets products and services to clients by keeping clients informed of products and services. Actively listens to concerns, presents a clear concise picture and provides the client with targeted solutions to meet their need. Maintains all banking products, including credit while mitigating risk. Show less



The Children's Theatre of Cincinnati

• United States
• Entertainment Providers
• 1 - 100 Employee

• Member Board of Trustees

  • Sep 2022 - 1 year 4 months

• Chair of Development Committee

  • Sep 2023 - 4 months

  Cincinnati, Ohio, United States

• Governance Committee Member

  • Sep 2023 - 4 months

  Cincinnati, Ohio, United States



Campbell's Tree Tops Farm, LLC

• Managing Partner, Owner

  • Dec 2022 - 1 year 1 month

  California, KY Responsible for farm budgeting and project management. Manage Finances and Taxes for the business. Member of the Kentucky State and Pendleton County Cattleman’s Associations.



Rodan + Fields

• United States
• Manufacturing
• 700 & Above Employee

• Executive Consultant

  • Mar 2016 - 7 years 10 months

  Cincinnati, Ohio Area Executive consultant for leading premium anti-aging dermatological skin care line created by the Proactive doctors Katie Rodan and Kathy Fields. Helping friends and family with their skin care problems. Managing book of preferred clients and consultants. Coaching consultants to successfully launch their own skincare business. Planning in person and virtual events for clients and consultants. Flexible hours around my current career aspirations allowing me to… Show more Executive consultant for leading premium anti-aging dermatological skin care line created by the Proactive doctors Katie Rodan and Kathy Fields. Helping friends and family with their skin care problems. Managing book of preferred clients and consultants. Coaching consultants to successfully launch their own skincare business. Planning in person and virtual events for clients and consultants. Flexible hours around my current career aspirations allowing me to continue my journey of self-development. Show less



PNC

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Relationship Strategist PNC Private Bank

  • Mar 2022 - Nov 2023

  Cincinnati, Ohio, United States As of 2023, managing book of business with 838 accounts generating $2.9 million in revenue from deposits, loans, and assets under management (AUM). Coordinates a team to deliver an exceptional client experience for 90 relationships with over 400 family members focusing on providing actionable insight based on deep discovery with each client. Represents all personal resources available to business owners and key executives of PNC’s commercial clients, including businesses and… Show more As of 2023, managing book of business with 838 accounts generating $2.9 million in revenue from deposits, loans, and assets under management (AUM). Coordinates a team to deliver an exceptional client experience for 90 relationships with over 400 family members focusing on providing actionable insight based on deep discovery with each client. Represents all personal resources available to business owners and key executives of PNC’s commercial clients, including businesses and nonprofits with annual revenues of $5M-$50M. Manages channel partnership generating referrals from two commercial relationship managers with books of business totaling 100+ privately held companies and nonprofits. Supports relationship management activities with new and existing clients to generate new revenue through the acquisition of new clients, and the expansion and retention of existing client relationships Leverages community relations department assets (sponsorships, etc.) to strategically grow prospect and client relationships. Attained CFP® certification during January 2022. Exceeded 2022 loan and deposit goals with increased loan revenue up 5% and deposit revenues up 50% from previous year; exceeded new client goal adding 4 new clients to Private Bank. Mentoring two PNC Private Bank analysts by involving them in client strategy whiteboards, pre-calls, and client interactions.

• Assistant Vice President, Relationship Strategist PNC Private Bank

  • Jan 2019 - Mar 2022

  Cincinnati, Ohio Developed and executed strategies to acquire, expand and retain client relationships to generate revenue and deepen share of wallet. Called on and met with prospects and clients at the client location to sell the full spectrum of Asset Management Group products and services. Coordinated with team to deliver an exceptional client experience for 65 relationships with over 300 family members with a focus on providing actionable insight based on deep discovery with each client. Assisted… Show more Developed and executed strategies to acquire, expand and retain client relationships to generate revenue and deepen share of wallet. Called on and met with prospects and clients at the client location to sell the full spectrum of Asset Management Group products and services. Coordinated with team to deliver an exceptional client experience for 65 relationships with over 300 family members with a focus on providing actionable insight based on deep discovery with each client. Assisted with executing a defined contact strategy and delivering specialized capabilities. Ensured a strong client commitment and advocacy by delivering proactive and responsive service. Developed and maintained internal and external partnerships to drive new revenue, acquisition, and growth. Maintained view of the competitive landscape. Met with and educated partners to position the value of Asset Management Group capabilities. Assessed new business opportunities on a consistent basis. During second year in the position, implemented one of the largest insurance policies in the West Region that yielded over $46k in revenue. Exceeded revenue goal by 70% during third year in the position. Revenue from AUM from 2019 to 2020 was up 24.5% and 2020 to 2021 revenue increased 30%.



American Heart Association

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Executive Committee Member Heart Ball 2023

  • Aug 2022 - Feb 2023

  Cincinnati, Ohio, United States



Camp Joy

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Development Committee Member

  • Sep 2020 - Jan 2023

  Clarksville, Ohio, United States



Cincinnati Museum Center

• United States
• Museums, Historical Sites, and Zoos
• 100 - 200 Employee

• Director of Individual and Corporate Giving

  • Apr 2018 - Dec 2018

  Supervised the Leadership Giving Manager and Annual Programs Manager to develop and execute annual fund campaign, and business partners program strategy. Managed a portfolio of corporate and individual giving prospect relationships, both independently and collaboratively, to meet aggressive funding goals acquiring support for CMC’s priority programs and projects. Created annual revenue budget and expense budget related to corporate relations and annual fund. Negotiated… Show more Supervised the Leadership Giving Manager and Annual Programs Manager to develop and execute annual fund campaign, and business partners program strategy. Managed a portfolio of corporate and individual giving prospect relationships, both independently and collaboratively, to meet aggressive funding goals acquiring support for CMC’s priority programs and projects. Created annual revenue budget and expense budget related to corporate relations and annual fund. Negotiated sponsorship contracts with key contacts at companies and prepared corporate grants for project-based support. Strategically aligned corporate social responsibility initiatives for partnership/sponsorship within CMC’s mission. Appointed as Project Manager for the Philanthropy department involvement in the Reopening of Union Terminal Gala and the Donor Gallery Unveiling ceremonies. Collaborated with Director of Campaigns on corporate and individual strategy for capital and endowment campaign.

• Director of Corporate Relations

  • Nov 2016 - Apr 2018

  Union Terminal Cincinnati, OH Managed a portfolio of corporate prospect relationships both independently and collaboratively. Exceeded corporate fundraising goal by 5% in the first seven months in the corporate relations position. Contributed to department meeting $3.2 million goal for the first time in four years during 2016-17. Grew a portfolio of new corporate relationships from just 15 corporations to over 80. Project Manager for producing materials needed for corporate solicitation, annual… Show more Managed a portfolio of corporate prospect relationships both independently and collaboratively. Exceeded corporate fundraising goal by 5% in the first seven months in the corporate relations position. Contributed to department meeting $3.2 million goal for the first time in four years during 2016-17. Grew a portfolio of new corporate relationships from just 15 corporations to over 80. Project Manager for producing materials needed for corporate solicitation, annual fund solicitation, cultivation and stewardship including brochures, advertisements, letters, invitations, and donor lists. Oversaw the strategy for donor stewardship events throughout the year. Negotiated sponsorship contracts with key contacts at companies. Prepared and wrote project-based grants to corporate foundations. Collaborated with board members on committees and for introductions to companies.



Cincinnati Symphony Orchestra

• Musicians
• 1 - 100 Employee

• Corporate Relations Manager

  • Oct 2014 - Oct 2016

  Cincinnati, Ohio Managed a portfolio of corporate prospect relationships, both independently and collaboratively, to meet aggressive funding goals and to acquire support for the CSO’s priority programs and projects, raising $1.5 million annually with an additional $1 million for each of the four LUMENOCITY® festivals. Increased corporate sponsorship revenue by 18% during the 2014-15 season. Fulfilled promised benefits and deliverables including advertising schedule, logo placement on all marketing… Show more Managed a portfolio of corporate prospect relationships, both independently and collaboratively, to meet aggressive funding goals and to acquire support for the CSO’s priority programs and projects, raising $1.5 million annually with an additional $1 million for each of the four LUMENOCITY® festivals. Increased corporate sponsorship revenue by 18% during the 2014-15 season. Fulfilled promised benefits and deliverables including advertising schedule, logo placement on all marketing communications, ad deadlines, concert tickets, corporate plaques, and other benefits as outlined. Negotiated sponsorship contracts with key contacts at companies. Obtained corporate support for fundraising events through table sponsorships. Helped manage over 300 volunteers for LUMENOCITY for the four annual festival performances.

• Annual Fund Manager

  • May 2013 - Oct 2014

  Managed general gifts campaign tactics of direct mail solicitation, telefunding and donor benefits raising over $450,000 annually. Increased the general gifts Annual Fund campaign by 12%. Implemented the in-house telefunding campaigns, increasing donations by 30% and reducing costs by 72%. Supervised a call supervisor and five callers during the telefunding campaigns. Planned an average 15 donor events per year and coordinated the New Year’s Eve Ball silent auction.



University of Cincinnati

• Spinning and Conditioning Group Fitness Instructor

  • Jun 2011 - Apr 2013

  Cincinnati, Ohio Area



Constella Arts

• United States
• Musicians
• 1 - 100 Employee

• Production and Special Events Associate

  • May 2012 - Dec 2012



Kentucky Symphony Orchestra

• United States
• Musicians
• 1 - 100 Employee

• Development and Production Associate

  • Oct 2011 - May 2012



Strings of Elegance

• Owner/Coordinator and Violist

  • Jan 2007 - Sep 2011

  Cincinnati, Ohio Area Coordinated string quartets and quintets for weddings, funerals, and parties. Handled all billing, invoicing, musical coordination, ensemble coaching, and rehearsal coordination.



Macy's

• United States
• Retail
• 700 & Above Employee

• Shoes Sales Associate

  • Oct 2010 - Aug 2011

  Cincinnati, Ohio Area



The Shop Around the Corner

• Assistant Lead Sales Associate

  • Mar 2006 - Oct 2010

  Cincinnati, Ohio Area



Viola Teacher

• Private Lesson Teacher

  • May 2005 - May 2009

  Cincinnati, Ohio Area