• Partnered with foundation, endowment, nonprofit, and other tax-exempt institutions providing portfolio management, policy and governance support, education, and donor development• Led initiatives focused on expanding Bernstein’s platform of services to nonprofit clients, transforming both internal infrastructure and service capabilities for the nonprofit marketplace• Identified areas for improving competitive market position; recommended and led the implementation of strategies for enhancing effectiveness• Partnered with Bernstein Financial Advisors in prospecting, on-boarding and ongoing servicing of philanthropic accounts; leveraged community outreach efforts at the office level to support and partner with existing clients• Recruited, developed, and managed team-members

• Managed all aspects of the sales support and client service functions in Los Angeles • Recruited, developed, and managed associates supporting Financial Advisors and clients• Liaised with Managing Directors, Financial Advisors, and leadership in other business units (i.e. portfolio management, legal, operations, etc.) to drive results for clients and ensure business continuity• Managed operational, firm and client risk through due diligence and effective communication • Lead national initiatives, such as our firm’s pandemic response/business continuity strategy and quarterly client service meetings to all national team-member

• Led a team of associates to manage $3 billion in assets• Directly interacted with clients and business professionals to strategize asset allocation advice, portfolio analyses, trust and estate planning, retirement planning and tax management• Philanthropy Liaison & Risk Liaison for west coast offices, creating and leading quarterly presentations, promoting the strategic implementation of philanthropic vehicles into client accounts and assisting in risk-management control• Above & Beyond Award – one of five associates selected nationally for exceptional performance• Leadership Development Program – one of ten applicants selected nationally