University of Massachusetts Boston

Middlesex Community College

Somerville High School

Sr. Customer Success Manager at Forrester

Forrester (Nasdaq: FORR) is one of the most influential research and advisory firms in the world. We work with business and technology leaders to develop customer-obsessed strategies that drive growth. Forrester’s unique insights are grounded in annual surveys of more than 500,000 consumers and business leaders worldwide, rigorous and objective methodologies, and the shared wisdom of our most innovative clients. Through proprietary research, data, custom consulting, exclusive executive peer groups, and events, the Forrester experience is about a singular and powerful purpose: to challenge the thinking of our clients to help them lead change in their organizationsResponsibilities: • Strengthening premier clients’ relationship health postsale by deeply embedding within accounts to drive high engagement. Serving as a client advocate, driving strong renewal rates and higher wallet share, and generating additional enrichment opportunities• Creating and executing a premier client engagement strategy, informed by the client executive’s overall account strategy. This includes the execution of inquiry, briefings, and advisory services; formal and informal check-ins; onboarding; partnership reviews; and delivery of other value-added services (e.g., research, client activity/usage reports, and custom campaigns) based on the mutually agreed-upon engagement plan with the client• Orchestrating the quality and timely delivery of products or services purchased by working with the relevant ecosystem partners in the product, research, or consulting organizations to ensure that client success measures are met and that their value gained from Forrester is maximized

Forrester

Sr. Customer Success Manager

Customer Success Manager

Responsibilities: • Worked with Forrester’s core clients as a trusted adviser to develop and manage account strategy plans that drive new business, renewal retention, and account penetration• Maintained and built relationships with executive-level contacts to understand the changing landscape, recognize the complexity of their issues, and identifying new engagement and enrichment opportunities• Applied Forrester’s client engagement model to drive client value and ensure client satisfaction• Maintained full fluency in Forrester’s core suite of products and services and how they are sold to deliver value in the marketplace* 2017 MVP Award Recipient * * 114% Quota Attainment *

Associate Account Manager

Morgan Stanley (NYSE: MS) Wealth Management is one of the largest, most established wealth management businesses in the industry. In the fourth quarter of 2013, the business accounted for more than 50% of firm revenues. With many years of wealth management experience, Morgan Stanley’s CEO and senior management team are committed to the ongoing development of highly trained professionals and continued expansion of an outstanding platform of products and services covering a wide range of needs.Responsibilities:• Consulted with clients on investment strategies based on their individual financial and investment objectives  • Provided a high level of individualized, comprehensive brokerage financial services and investment strategies to clients• Developed and modeled personalized financial plans showing multiple planning and investment scenarios• Worked closely with clients on retirement and educational planning, wealth preservation and tax minimization strategies• Monitored and analyzed stock market data to ensure clients’ portfolios were responsive• Conducted multiple seminars and workshops on wealth management topics

Morgan Stanley

Financial Advisor

Responsibilities:• Hired, trained, and managed multiple employees• Responsible for new patient acquisition and relationship management• Improved marketing and clinic start-up operations• Effectively created strategies to improve clinic’s productivity levels• Arranged and led meetings with doctors, clinical assistants, and receptionists• Troubleshot and maintained technological devices

Orthodontics At Davis Square

Reception Manager

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