Hired to start and run a new book of business as the firm opened its West Coast Institutional sales presence, I helped turn Nomura into a relevant name for numerous portfolio managers and analysts. As the senior relationship manager to +25 fund managers, I drove account penetration and grew the Nomura brand by building and leveraging my deep knowledge of clients’ strategies, sector interests, and personalities.

Following business school and an internship with Citi, I was hired to cover a book of +12 asset managers, managing relationships with +200 clients. In this role, I disseminated firm resources, including equity research, management access, capital market offerings, prime brokerage facilities, and trading services. I continually performed in the top quartile within Citigroup’s institutional equity sales division and maintained top-5 broker ratings with all voting accounts.

I was recruited by Gloss.com’s CIO (my previous manager) to help re-launch the co-branded website owned by Estée Lauder, Chanel, and Clarins following a year-long stalled development. Working together with the frustrated investors, I gathered their priorities and established realistic, attainable expectations. They were thrilled when we launched a revenue-generating site which met all of their needs within the CIO’s promised 5-month timeline.

As part of the launch team for Bluelight.com (Kmart’s online presence), I recognized the need for a project management function and lobbied to serve in this capacity as the CIO’s right hand. I had to learn quickly and take on completely new responsibilities. In this role, I was a key contributor and coordinator of the site’s initial launch followed by ongoing major upgrades and minor releases, all within tight budget and timing constraints. My ultimate success metric was the successful… Show more As part of the launch team for Bluelight.com (Kmart’s online presence), I recognized the need for a project management function and lobbied to serve in this capacity as the CIO’s right hand. I had to learn quickly and take on completely new responsibilities. In this role, I was a key contributor and coordinator of the site’s initial launch followed by ongoing major upgrades and minor releases, all within tight budget and timing constraints. My ultimate success metric was the successful implementation of firm-wide initiatives involving a cross-functional team of +25, representing 6 internal departments and 3 external partners. As the business expanded, my role evolved to include supervising a team of project managers. Show less

At Peterson, I was rapidly promoted from consultant to senior consultant position in the firm’s financial practice. In that capacity, I managed a team of 5 analysts, interfaced with C-suite clients and legal teams, developed project workstreams to ensure efficiency and accuracy, and presented findings to senior management.