The George Washington University School of Business

Pearl River High School

Chief of Staff @ ISO - We're hiring!

Isometric Technologies (ISO)

Chief Of Staff

Director Of Customer Experience

Turvo Inc.

Product Manager

Strategic Account Delivery Manager

FourKites, Inc.

Customer Success Manager

Identified and resolved technical issues with a dual focus on client experience and product enhancement. Worked closely with Customer Success, Product, and Engineering teams throughout the issue resolution lifecycle. 

Technical experience includes:  API and EDI integration analysis; database querying with SQL; log analysis.

Product Support Specialist

Managed the onboarding and maintenance of carrier relationships and technical integrations within the FourKites ecosystem. Spearheaded additional projects including carrier marketing initiatives, platform security analyses, and carrier communications strategy development.

Operations Associate

Morgan Stanley

Wealth Advisory Associate

• Worked on a team of financial advisors that specializes in holistic wealth management and goals-based investing for individuals and families. 
• Developed and executed business development, practice management, and client relationship management strategies.
• Conducted account-level impact analyses and managed client communication around regulatory changes.
• Created report and asset allocation models and client-facing presentation templates.
• Implemented a CRM process initiated during client onboarding that continues for the lifetime of the relationship.
• Created client-specific asset allocations and selected investments, generally focused on mutual funds and SMAs.
• Conducted and disseminated research regarding alternative investment opportunities.
• Organized client- and prospect-facing events, including marketing, compliance, and communications processes involved with intimate gatherings, large-scale luncheons, and prospect seminars.

Field Management Analyst

• Served as project manager for multiple cross-program initiatives with firmwide impact.
• Mitigated cross-program risk by auditing processes and analyzing internal surveys, with findings and proposed long- and short-term solutions used to prioritize strategic initiatives and technology improvements.
• Conceptualizing and implementing a streamlined, low-touch internal and external communication processes. 
• Approved, tracked, and communicated internal designations related to Advisory programs.
• Spearheaded multiple operational initiatives, including but not limited to: a cross-program mutual fund offering mismatch realignment, program and trade policy enforcement, and multiple backend platform clean ups.

Advisory Program Management Analyst

• Created a framework for expansion into new product, platform, and service areas that is structuring the group’s expansion in 2015-2016.
• Improved quality and efficiency of client interactions by refocusing the team on its true market via a Client and Prospect Policy. 
• Interfaced with ultra-high net worth retail and institutional clients and completed client-facing research reports and financial analyses of charitable organizations based on the clients’ interest areas.
• Collaborated with internal and external teams to aggregate, verify, organize and report data.
• Co-authored and edited marketing materials, including but not limited to: investor- and public-facing journals, white papers, presentations, pitch decks, and brochures.

Philanthropy Management Analyst

Prospect Management & Client Coverage (PMCC)

• Constructed and executed a communications plan which successfully informed more than 17,000 financial advisors, field managers, and company officers about essential policy and technology changes.
• Composed the policy behind the complete restructuring of the wealth management prospecting system and aided in implementing the necessary technological changes. 
• Conducted interviews and focus groups that helped my team understand financial advisors’ perception of our team, policies, and technology platform. Findings were used to redesign PMCC’s internal website and technology platform.
• Worked toward increasing the overall corporate stock reinvestment rate via improved company investment advisory policies.

Morgan Stanley Wealth Management

Prospect Management Summer Analyst

• Reconstructed MSSB's Fall 2012 college recruiting portfolio in order to decrease recruiting costs and increase diversity.
• Coordinated and worked the events, programs, and training sessions associated with the current MSSB analyst classes, including scheduling with internal and external clients, communicating with vendors, and analyzing analysts' feedback in order to improve current and future programs.

Human Resources, Recruiting Analyst

• Analyzed staff feedback and used the information to structure the BBYO 2012 International Staff Conference, including everything from basic logistics and technological updates.
• Balanced and organizing daily tasks with long-term projects delegated by multiple managers, including administrative work, research, constructive analysis, and presentations.

Brianna Dolan