Experience

Wetherby Asset Management

• United States
• Investment Management
• 1 - 100 Employee

• Wealth Associate

  • Jul 2022 - Present

  Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families and individuals. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client’s unique needs and priorities.As a Wealth Associate, I work with our team of wealth management professionals to diligently serve our clients’ unique needs and support their financial wellness.

• Senior Client Service Associate

  • Dec 2021 - Jul 2022

• Client Service Associate

  • Nov 2020 - Dec 2021



Freelance

• Business & Marketing Manager for Small Businesses

  • Aug 2020 - Present

  I work with small business owners to help manage their businesses, including marketing and social media strategy development and execution, content writing, administrative and organizational work, website updating, and inventory management. My clients vary from wellness centers and life coaches to software start-ups. The one thing they have in common is they are passionate entrepreneurs who care deeply about their businesses and are looking for my help to grow organically and effectively. Show less



Urchin Systems

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Market Research & Strategy Consultant

  • Feb 2020 - Nov 2020

  Urchin Systems is a global software services company. I helped Urchin Systems launch it's first SaaS product offering, spearheading a go-to-market strategy, and working cross collaboratively with an international team of product managers, software developers, product designers, and company founder in an agile environment. Urchin Systems is a global software services company. I helped Urchin Systems launch it's first SaaS product offering, spearheading a go-to-market strategy, and working cross collaboratively with an international team of product managers, software developers, product designers, and company founder in an agile environment.



OCR Gateway

• United States
• Software Development
• 1 - 100 Employee

• Product Expansion and Strategic Partnerships

  • Feb 2020 - Nov 2020

  OCR Gateway (an Urchin Systems company) is the most effective tool for document automation. As an early sales and marketing employee, I spearheaded a go-to-market strategy, created and executed multi-channel marketing strategies, and independently managed the full B2B sales cycle. OCR Gateway (an Urchin Systems company) is the most effective tool for document automation. As an early sales and marketing employee, I spearheaded a go-to-market strategy, created and executed multi-channel marketing strategies, and independently managed the full B2B sales cycle.



Stax - a global strategy consulting firm

• United States
• Business Consulting and Services
• 200 - 300 Employee

• Associate Strategy Consultant

  • Jan 2019 - Feb 2020

  Stax Inc. is a global management consulting firm serving corporate and private equity clients across a broad range of industries. At Stax, I collaborated on project teams to execute due diligence and corporate strategy analysis in order to support multi-million dollar decisions for senior level executives at private equity and Fortune 500 firms. I conducted and analyzed quantitative and qualitative primary and secondary research to develop market sizes, trend and customer opportunity analyses, and growth strategies. Show less



Stax - a global strategy consulting firm

• United States
• Business Consulting and Services
• 200 - 300 Employee

• Associate Co-op

  • Jan 2018 - Jun 2018



Amazon Web Services (AWS)

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Financial Analyst Intern

  • Jan 2017 - Jul 2017

  Team of two served as the primary point of contact for financial recommendations and financial decision-making for Ireland and Luxembourg Infrastructure Operations teams (20+ data center engineering managers) Team of two served as the primary point of contact for financial recommendations and financial decision-making for Ireland and Luxembourg Infrastructure Operations teams (20+ data center engineering managers)



The TJX Companies, Inc.

• United States
• Retail
• 700 & Above Employee

• Financial Control Co-op

  • Jul 2015 - Dec 2015

  Weekly, monthly, and quarterly financial reporting on sales, inventory, markdowns Forecasting and ad-hoc analysis and recommendations for business partners throughout the organization Weekly, monthly, and quarterly financial reporting on sales, inventory, markdowns Forecasting and ad-hoc analysis and recommendations for business partners throughout the organization



Northeastern University

• United States
• Higher Education
• 700 & Above Employee

• Research Assistant

  • Aug 2014 - May 2015

  Faciliated and administered psychometric assessments to first-year students Analyzed assessment results, cross-referencing students’ responses to a variety of global leadership competencies Organized prior analysis into structured spreadsheet for implementation into departmental database Faciliated and administered psychometric assessments to first-year students Analyzed assessment results, cross-referencing students’ responses to a variety of global leadership competencies Organized prior analysis into structured spreadsheet for implementation into departmental database