- Develop product prioritization matrix- Established Custodian Data and Trading Integration Standard Operating Procedures (SOP) for third party integrations

- Supported marketing, CRM, and servicing workstreams to integrate and scale Just Invest operations at Vanguard- Provided marketing strategy consultation for marketing pod of 5

Acquired by Vanguard after scaling from $250m to over $1 billion in assets under management (AUM).- Spearheaded development of Advisor Toolkit collateral packages to help clients increase end-investor adoption- Created and maintained executive and Vanguard pilot program dashboards- Developed and implemented Client Onboarding and Success SOP to onboard dozens of advisors with 100+ initial accounts

- Created cross-platform marketing content (articles, presentations, videos, emails) for RIAs and end-investors on personalized indexing- Launched impact-oriented WinImpact video interview series, Just Invest Explains Direct Indexing (JEDI) blog series, and 4 RIA-focused events- Increased LinkedIn followers by 150%+

- Conducted competitive analysis of 13 financial firms on 30+ facets of competition- Created analysis and visuals in Tableau to investigate approaches to environmental investing and identify key strengths of competing financial services- Created and rebalanced portfolios valued between $50,000 and $1.6MM, using SQL queries and Microsoft Excel to minimize active risk