As a member of the Morgan Stanley at Work Private Markets Relationship Management team, I am responsible for cultivating, advising, managing, and growing client relationships at all stages in their private lifecycle. This includes early stage companies, high growth companies, late stage companies, and pre-IPO companies as well as managing corporate activities such as M&A transactions, liquidity offerings, and other equity related transactions.

At EQ, we help many of the world’s leading brands manage share registers, communicate with shareowners and undertake significant corporate actions – simply and effectively.We provide the following services:Transfer Agent, IPO Transactions, Stock Plan Administration, Corporate Actions / M&A Proxy Solicitation, Corporate Governance Consulting, Market & Shareholder Intelligence

- Manage western U.S. territory- Responsible for entire sales life cycle, developing prospects, sales proposals, closing and conversion handoff- Enterprise Sales: IPO, Transfer Agency, Stock Plan Administration, Proxy Solicitation/Corporate Governance, Market Surveillance, M&A.

As a business development executive for TriNet, I consult with technology startups and small to mid-size businesses to create the infrastructure that allows them to scale up, promote employee engagement, and focus on what they do best!TriNet is a bundled HR solution provider that strategically partners with businesses to create HR infrastructure; from providing medical benefits, risk mitigation & regulatory compliance, payroll administration, a powerful HRIS system, a dedicated HR team, and much more.

- Manage western U.S. territory- Responsible for entire sales life cycle, developing prospects, sales proposals, closing and conversion handoff- Enterprise Sales: IPO, Transfer Agency, Stock Plan Administration, Proxy Solicitation/Corporate Governance, Market Surveillance, M&A.

AST Equity Plan Solutions- Developed strategic partnerships with major financial firms, IPO attorneys and other industry influencers-Strategic development of partnership outreach programs, partnership development, and industry involvement - Develop and analyzed marketing campaign- Track, measure and analyze sales team progress- Manage sales and client management database - Researched and responded to Request for Proposals