Centralized and managed buy-side corporate access activity throughout the global William Blair offices• Served as a primary liaison with company executives including CEOs, CFOs, and other C-Suite members, Investor Relations, etc. to request and secure meetings for investment professionals.• Fostered strong collaboration with sell-side counterparts, third-party vendors, and internal support staff to effectively oversee corporate access activity.• Proactively championed internal efforts to originate in-house meetings.• Identified investor targets globally.• Created and managed complex logistics for high-touch domestic and global bespoke field trips.• Reconciled and delivered comprehensive data on corporate access engagement and utilization rates by investment teams.• Demonstrated exceptional performance in originating meetings, achieving a remarkable 29% year-over-year increase in internally booked corporate access meetings.• Managed and grew the internal contact database.

Responsible for all corporate access initiatives firm wide, including nondeal roadshows, conferences and investor 1on1s.• Liaised and maintained strong working relationships with institutional sales team, traders, research analysts, investment banking, institutional investors, investor relations, and c-suite management• Created, coordinated, and managed all aspects of three annual high-touch in-person and virtual investor conferences consisting of 900+ one-on-one meetings, including budget preparation, venue sourcing, contract negotiation, meeting allocation, timelines, BEO's, material preparation, on-site set up, venue management, and client entertainment• Originated and executed all corporate access activities firm wide, including 175+ yearly non-deal roadshows, investor field trips, and analyst marketing trips • Owned end-to-end logistics for deal/non-deal roadshows, field trips, and analyst marketing trips: management availability, transportation planning and management, reservations, catering, Zoom conference call management, etc. • Prepared all collateral and electronic communication = (invitations, itineraries, investor profiles, investor feedback reports) for field trips, analyst marketing trips, and roadshows• VIP and C-suite liaison• Maintained internal marketing calendar, CRM databases and company Zoom account

Coordinated worldwide relocation of C-suite executives of major clients such as Merrill Lynch, FEDEX, Marathon Oil, Goldman Sachs• Managed all aspects of employee relocation and acted as a liaison between employees, shippers, customs brokers, agents, and transportation companies.• Created invoices upon completion of the move and submitted them to clients for payment processing and appropriate filing of all necessary paperwork and required government documentation.

• ESL Teacher to European students, ages 13-18• Utilized Microsoft Office and PowerPoint to produce lesson plans, presentations, progress reports, and all classroom-related materials to teach, monitor and score all students• Lead ESL courses to international executives to further their advancement in the international workplace• Private tutor for elementary school students in English studies