• Redesign existing business development processes to align internal resources, expand sales efforts, and better brand positioning• Spearhead new thought-leadership processes to connect marketing efforts with client-focused investment research across public and private markets encompassing over 90 investment asset classifications • Craft cohesive marketing messaging and storytelling to improve brand awareness across all service lines • Co-lead new conference marketing process to better connect over 60 client consultants with lead-generation activities• Advise Chief Marketing Officer and Co-CEOs with respect to devising new business growth strategies across new client types for the firm

Meketa's Technology Committee is focused on providing support to the development of new goals, visions, roadmaps, and adoptions with respect to technological platforms and services.

Meketa's E.S.G. (Environmental, Social, and Governance) Investing Committee is focused on providing support to our consultants and clients with respect to the investment decision-making process surrounding ESG issues.

The Diversity Leadership Committee is focused on furthering Meketa's commitment to diversity, equity, and inclusion.

• Co-led technology transformation of IT and software development revamping organizational technology adoption • Strengthened Outsourced Chief Investment Office (OCIO) business by streamlining investment organizational structure• Designed new investment roles to supplement core business offerings• Executed strategic cross-departmental initiatives to support business growth• Collaborated with marketing and investment strategy business areas to increase growth

• Led development, execution, and implementation of new organizational structure including new compensation structure• Overhauled investment reporting team structure to improve accuracy of investment reporting processes• Led technology data integration efforts to reduce business risks• Collaborated marketing and client service teams to assist with new business acquisitions• Served as lead relationship manager for high-touch clients

• Conducted comprehensive due diligence for venture capital investments, ensuring rigorous analysis of potential opportunities• Screened and evaluated investment prospects, employing strategic decision-making criteria• Collaborated with cross-functional teams to develop efficient and timely solutions for client service in the dynamic venture capital landscape• Created and maintained financial models for targeted investments

• Consulted with clients on developing workflow efficiencies to restructure investment reporting processes averaging 100 billion in assets under advisement per client account• Co-led and pioneered user experience feedback processes to enhance technology implementation processes across the entire analytics platform• Served as a lead client experience project manager for alternative analytics platform to design system enhancements and support detailed scope of work client-driven initiatives• Collaborated cross-nationally with onshore and offshore teams to develop timely client service solutions across the platforms largest revenue generating clients

• Provided extensive investment guidance to clients with assets ranging from 50K-5M• Informed asset transfer team on client rollover investment product support• Served as a project management team member focused on process improvements and ad hoc project support for divisional leaders • Owned client service requests to ensure a flawless client experience

• Ranked 70th out of 512 of sales associates• Maintained strong sales record by creating new clients in addition to extending the bank’s additional product line to existing clients• Managed customer accounts, expectations, and needs during a tumultuous economy• Prepared reports for management to be reviewed for future analysis