Girls on the Run is a transformational physical activity based positive youth development program for girls in 3rd-8th grade. We teach life skills through dynamic, interactive lessons and running games. The program culminates with the girls being physically and emotionally prepared to complete a celebratory 5k running event. The goal of the program is to unleash confidence through accomplishment while establishing a lifetime appreciation of health and fitness.

Actively recruited Financial Advisors for First Clearing. Located potential recruits to enable the opportunity to more fully explore the platform, products and services available to them through the firm’s relationship with First Clearing and its affiliation with Wells Fargo & Company.

Recruiting Analyst (2004 to 2009)Sales Desk Manager, Consulting Services Group (2002 to 2009)-Manage team of associates responsible for the marketing and communications for all Advisory Programs and Financial Products in the Consulting Services Group at Bank of America. -Coordinate and implement marketing campaigns for FAs with Nationals Sales, Product Teams, and Sales Desks to drive advisory and fee-based business-Work with Relationship Management and outside asset managers to partner on marketing initiatives-Train external wholesalers and sales desks on marketing initiatives-Provide presentations for FA meetings, Live Trainings and Client Home Office Visits

Internal Wholesaler for Investment Consulting ServicesInvestment Consulting Services (ICS) is a resource for Financial Advisors seeking to establish new, or solidify and expand existing, advisory-based relationships with individuals and institutions such as endowments, foundations, trusts and qualified plans. ICS Internal Wholesalers are advisory subject-matter experts with extensive experience in the development and delivery of customized investment management solutions. ICS sales team work closely with the ICS External Consultants, the Productivity Consultants and Financial Advisors to provide analytical support and proposal development for new business opportunities with prospective and current clients.ICS expertise includes case evaluation, asset allocation analysis, investment search and selection, investment policy development, and assisting with client presentations as requested for high net-worth (HNW) individuals and institutions such as endowments, foundations, trusts and qualified plans.

The Operations Associate program is a 2-year rotational program that prepares recent graduates for careers within UBS using a combination of on-the-job experience, classroom training, and peer interaction.