Experience

Onport

• United Kingdom
• Software Development
• 1 - 100 Employee

• Sales, Partnerships | Marketplace | Onport.com

  • Dec 2021 - Present

  Boston, Massachusetts, United States



Dreaming Code Inc.

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• B2B eCommerce Partnerships & Alliances

  • Mar 2018 - Dec 2021

  Greater Boston Area



John Hancock Investment Management

• United States
• Investment Management
• 300 - 400 Employee

• Business Consultant

  • Dec 2013 - Apr 2016

  Greater Boston Area



Planet Professional

• United States
• Staffing and Recruiting
• 100 - 200 Employee

• Consultant

  • Apr 2012 - Oct 2013

  Boston, MA At WinterWyman, I work with and represent the industry's top candidates and have strong client relationships with Boston's leading investment and financial services firms; including: Mutual Fund Companies, Hedge Funds, Private Equity Firms, Consulting Firms, Trust Companies, Banks, Private Wealth Management Firms, and Insititutional Asset Managers.



MFS Investment Management

• United States
• Investment Management
• 700 & Above Employee

• Regional Manager

  • Jan 2011 - Mar 2012

  As a Regional Manager at MFS I represented the firms 60+ Mutual Funds, working with Financial Advisors in the Mid-Western United States. I covered Nebraska, Iowa, and Wisconsin for the Edward Jones Division. My goal was to work with financial advisors to help them grow their business, and in turn hope to line up our mutual funds with their clientele. Responsibilites included giving updates on the Capital Markets and State of the Economy, sharing business building ideas, and knowing the ins and… Show more As a Regional Manager at MFS I represented the firms 60+ Mutual Funds, working with Financial Advisors in the Mid-Western United States. I covered Nebraska, Iowa, and Wisconsin for the Edward Jones Division. My goal was to work with financial advisors to help them grow their business, and in turn hope to line up our mutual funds with their clientele. Responsibilites included giving updates on the Capital Markets and State of the Economy, sharing business building ideas, and knowing the ins and outs of each of our mutual fund investments.

• Regional Sales Representative

  • Aug 2007 - Jan 2011

  As a Regional Sales Representative on the inside sales desk, I was responsible for contacting 60+ Financial Advisors per day to share fund updates, market opportunities, and business building ideas.



Principal Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Representative

  • Jan 2007 - Aug 2007

  Waltham, MA At The Principal I worked with families and Individuals to help guide them with their Insurance and Retirement Planning needs.



PGA of America

• United States
• Spectator Sports
• 700 & Above Employee

• Director of Junior Golf, New England Section

  • Jan 2004 - Jan 2007

  Boylston, MA For 3 years I worked for the PGA of America, New England Section. In my first year at the NEPGA I was a Tournament Director for the Titleist Junior Tour. I was then promoted to the Director of Junior Golf, overseeing all Tournament Operations for the Titleist Junior Tour and Titleist Players Tour throughout the Northeast. The tour consisted of 70+ tournaments per year at the finest and most prestigious golf clubs in New England, giving opportunities for kids ages 10-18 to experience quality… Show more For 3 years I worked for the PGA of America, New England Section. In my first year at the NEPGA I was a Tournament Director for the Titleist Junior Tour. I was then promoted to the Director of Junior Golf, overseeing all Tournament Operations for the Titleist Junior Tour and Titleist Players Tour throughout the Northeast. The tour consisted of 70+ tournaments per year at the finest and most prestigious golf clubs in New England, giving opportunities for kids ages 10-18 to experience quality tournament golf atmosphere. Many of our players have gone on to Division 1 schools, where they now hope to have a chance to play on the PGA Tour. Show less