Adam Knapp Email & Phone Number

California, United States

Windsor, California, United States

Santa Rosa, California, United States

Participated in cellar operations and winemaking activities for the 2023 harvest season and pursued a life goal of working a harvest season at a winery.Sorted incoming fruit and operated crush pad machinery, monitored tank and barrel fermentations, measured and logged daily Brix & Temperature readings, consulted with winemakers to raise questions and concerns, completed inoculations and nutrient additions, cleaned/steamed/ filled/topped barrels, cleaned and sanitized winery facility and equipment.Assisted with bottling, labeling, packaging, and Direct to Consumer (DTC) order fulfillment.

New York, Ny

Led and successfully completed a broad spectrum of projects to ensure the success of 100+ annual outreach and education events. Facilitated the creation and dissemination of online and print educational content.Strategic Planning and Process Improvement: Assessed and improved existing event planning and financial management processes. Implemented an updated team structure to improve efficiency and offer greater growth opportunities for team members.Budgeting and Financial Management:Created, monitored, and managed the $10 million annual budget for the E&W team. Managed one team member and supervised a small team responsible for Accounts Payable and Accounts Receivable. Improved the speed, accuracy, and consistency of invoice payments and budget reporting activity.IT and Technology Implementation:Assessed and streamlined event management technology and tools. Implemented project management software as a tool to facilitate the event planning process. Led CRM integration projects. Enabled the use of new virtual and hybrid event technology to reach more clients. Managed vendor relationships and contract negotiations.Communications:Served as liaison between E&W, other business units, and the executive leadership team. Established effective communication to ensure unified messaging across the organization. Effective writer and content editor. Staff Development:Led team training and skill-development sessions. Mentored junior team members to support professional growth and development.

Office Of Investor Education And Advocacy

Led and managed outreach, education, and advocacy initiatives for individual and retail investors.Outreach, Education, and Issue Advocacy:Participated in financial literacy and consumer finance-related events, conferences, and meetings across the country. Delivered educational presentations, answered investment-related questions, and distributed investor education materials. Project Management:Planned and led the first major redesign of Investor.gov. Delivered the website on time, within scope, and within budget. Managed the vendor relationship, coordinated content creation, legal review, and ensured compliance with government accessibility standards. Event Planning and Execution: Managed a small team to plan and execute two annual educational events sponsored by the SEC, including the conceptual design, schedule development, participant travel and lodging logistics, coordination with the SEC’s operating divisions, and site visits to other Federal agencies.Intergovernmental Affairs:Maintained close working relationships with other Federal agencies in the financial literacy and consumer financial education space. Led biweekly calls with the SEC’s eleven Regional Offices to increase investor outreach opportunities across the nation and strengthen ties between the regional offices and the SEC headquarters.

Washington, District Of Columbia, United States

Project Management Office (PMO) Support:Provided strategic and analytical program support for the Department of the Treasury and Department of Homeland Security in meeting their Office of Management and Budget (OMB) management milestones and fulfilling Congressional reporting obligations. Planned and executed meetings to review grant proposals and procurement actions. Strategic Planning and Meeting Facilitation:Planned and facilitated meetings to define the strategic challenges of several Department of Homeland Security and communications interoperability initiatives for emergency responders. Assisted in the creation of strategic plans and the development of the path to success for the Office of Interoperability and Compatibility and the SAFECOM program.

Industry Outreach and Coalition Building:Maintained close working relationships with representatives from the tax practitioner community and tax-related trade associations. Primary liaison for two advisory committees providing the IRS with a tax industry perspective and opinion on proposed IRS tax administration policies and information reporting matters. Tracked ongoing legislative updates. Organized meetings with the Commissioner.Event Planning:Assisted in the planning and execution of the Nationwide Tax Forums, a series of multi-day educational events for tax professionals. Coordinated the schedule, curriculum, and speakers with the IRS Operating Divisions and Tax Professional Associations, worked with industry partners, managed the Continuing Professional Education (CPE) credit program, and managed the on-site Information Booth.

Washington, District Of Columbia, United States

Assisted the Commissioner of Internal Revenue through the first six months of service. Answered phones, scheduled appointments, drafted correspondence, prepared and edited documents, created presentations, arranged travel, and organized meetings for the Commissioner. Planned and executed off-site meetings for the Commissioner’s senior leadership team.

Washington, District Of Columbia, United States

Administrative:Answered phones, scheduled appointments, drafted correspondence, edited documents, created presentations, arranged travel, and organized meetings between the DDM and high-level federal officials. Assisted the DDM in the creation of presentation materials to support the creation of the Department of Homeland Security.Event Planning:Managed logistics and meeting planning activities for the semi-annual off-site management retreat for the President’s Management Council.

Washington, District Of Columbia, United States

Event Planning:Assisted in the planning and execution of events and receptions for U.S.-based donors to meet HRH The Prince of Wales in the United Kingdom. Coordinated travel and lodging logistics for staff and participants, created event schedules and agendas, managed relations with event venues, and responded to participant inquiries.Administrative:Answered phones, drafted correspondence and mailings, scheduled appointments, and coordinated donor relations. Reviewed and summarized grant applications for the Foundation’s Board of Directors.

Washington, District Of Columbia, United States

Constituent and Legislative Affairs:Drafted letters, researched legislative issues, and documented responses to constituent inquiries. Led tours of the United States Capitol.

Bachelor Of Science (Bs), Neuroscience

Education record