Serves and supports the general mission of the Mandel Foundation by overseeing the Foundation grant operations department, tracking progress on the strategic plan and serving as the Foundation representative on outside committees.• Supervises the Grants Operations Department.• Participated in the research and development of the Foundation's first strategic plan.• Co-developed and maintains a dashboard to track and report on progress of the strategic plan.• Serves as the Foundation representative on outside committees, including the Lead Safe Cleveland Coalition. • Serves on a number of internal committees including those focused on board planning and grants under consideration.

Served and supported the general mission of the Mandel Foundation by providing oversight to all aspects of Foundation operations including grants processing, reporting, grant agreements and meeting planning. • Supervised the Grants Processing Department.• Assisted with the drafting and reviewing of grant agreements.• Developed and maintained the program for tracking compliance with grant agreements.• Reviewed, summarized and evaluated annual reports received from grant recipients.• Exercised expenditure responsibility for selected grants.• Prepared semi-annual grant reports and other custom reports as needed for Foundation reporting requirements.• Assisted in the coordination and preparation of materials for Board and Committee meetings.• Handled logistics for and participated on program-related committees.• Served as secretary for the Foundation Committees.• Responded to various requests and issues arising from grant recipients.

Supporting and funding women-owned and women-led ventures that create social impact and drive an economic shift.

• One of 33 fellows (out of 850+ applicants) selected to participate in a leadership development program focused on the growth and revitalization of Detroit. • Worked as a data and financial analyst at Hospice of Michigan (see below) Monday through Thursday, and on Friday worked on collaborative projects with non-profit partners and the other Challenge Detroit fellows.• Engaged with the community, local leaders, and business executives through these collaborative projects, which spanned several weeks and employed the design thinking process to empathize, synthesize findings, and design innovative solutions for implementation.• Examples include: 1) Researched health disparities in Detroit’s geriatric population and proposed a residency curriculum focused on how social, economic, and environmental factors impact patient populations. Our findings were presented at medical conferences, and the curriculum was established at Oakland University School of Medicine.2) Conducted interviews with local youth, teachers, and community members to prepare a “Youth Outreach Strategy” report. 3) Developed a website for EcoWorks that is branded, user-friendly, and low-maintenance. 4) Created an economic development strategy for the 8 Mile Boulevard Association focused on methods to engage community members and businesses, which will be implemented throughout 2016.• Made presentations in front of business leaders, government officials, and community stakeholders. • Positively influenced perceptions of Detroit through social media and monthly blogging.

• Produced timely, accurate, and meaningful data analysis for board members, executives, clinicians, vendors, and outside business partners. • Led team on development of predictive model for improved patient selection.• Produced monthly reports on quality of patient care for use by executives, board members, clinicians, and outside business partners. Required advanced Excel, including: pivot tables, conditional formatting, and nested formulas.• Educated clinicians on how to use data to make better decisions regarding patient care and staffing. • Saved company 25% on uniform costs by researching and recommending a new supplier.• Implemented company-wide recycling program and established Green Team.• Conducted interviews and three-month training for my replacement.

• Pursued interest in higher education by accepting a short-term position providing administrative support to the Senior Vice Provost for Academic Affairs.• Responsibilities included: event planning, scheduling meetings, creating expense reports, and maintenance of departmental record storage.

• Acted as Interim Event Coordinator at family’s business following the sudden loss of a key employee, managing daily operations, overseeing staff, and supervising the execution of 16 weddings and 26 banquets.• Brought in over $130,000 worth of sales by booking 12 weddings for 2014 and 2015.• Implemented company-wide shared calendar and files program, eliminating overlap and allowing transparency between departments.

• Coordinated the acquisition between Clean Value Partners and Longbow Capital Partners.• Achieved 91% investor retention and uninterrupted trading operations.

• Managed all operational aspects for a hedge fund, including: fund administration, investor relations, marketing, legal, compliance, accounting, human resources, and technology.• Oversaw acquisition by Longbow Capital ensuring a seamless transition by working directly with outside counsel, Longbow’s operations and technology teams, and Clean Value’s investors.• Implemented an accounting software program to record income and expenses, ensured all expenses were paid on time, and produced monthly budgets and projected break-even points for the investment advisory company.• Negotiated and executed contracts with service providers.• Managed investor relations by working directly with investors throughout the investment process, drafting and maintaining marketing materials, distributing monthly statements and performance reports, and editing and distributing the quarterly investor letter.• Reviewed and edited all legal documents: offering materials, promissory notes, contracts, and acquisition agreements.• Created and implemented new policies and procedures following the Dodd-Frank Wall Street Reform Act.• Demonstrated fund’s compliance by completing due diligence questionnaires and held meetings with due diligence teams.• Maintained office services by organizing office operations and procedures, and approving supply requisitions.

• Supervised, performed, and reviewed investigations on potential terrorist financing, money laundering, and fraud.• Drafted and reviewed complex, multi-million dollar Suspicious Activity Reports for submission to U.S. Treasury (FinCEN).• Promoted to conduct second-level quality assurance reviews of colleagues’ work for substance, grammar, and accuracy.

• Responsible for investor relations, compliance, legal, and operations for a private equity firm supporting 15 underlying portfolio companies in the life sciences and biotechnology sectors.• Promoted several times assuming increased responsibility in the legal and compliance departments as company underwent considerable reorganization. Served as Interim Chief Compliance Officer from June 2008 through August 2008.• Supervised sales team and served as chief compliance contact in connection with 23 equity and debt financings.• Implemented a Customer Relationship Management (CRM) system which allowed sales team to keep up-to-date records of their contacts and measure the level of interest for each financing transaction which increased transparency across multiple departments, eliminating unnecessary overlap, and increasing the efficiency of employees’ time and efforts.• Provided client services for 500 high net worth investors in the areas of account/position maintenance activities, subscription process, legal transfers, and delivery and receipt of securities.• Communicated frequently with chief executive officers and board members of related portfolio companies updating them on fundraising efforts and investor relations, as well as organizing board meetings.• Acted as liaison in a fast-paced environment between cross-functional departments: in-house counsel, outside counsel, transfer agents, accountants, and portfolio companies.• Reviewed due diligence questionnaires, offering materials, and regulatory filings during due diligence reviews.• Analyzed and applied relevant legal, compliance, and regulatory rules and regulations to daily transactions with internal and external sales teams.

• Responsible for executing and reconciling long and short equity positions for a boutique agency-only broker on the floor of the NYSE.• Communicated to floor brokers efficient instructions regarding each order to ensure proper executions in a high pressure environment.• Maintained knowledge and provided customers with relevant market developments.• Audited daily trading volume by individual customers for monthly billing purposes.• Tracked, reconciled, and analyzed trades to provide pricing accuracy.• Trained new employees on daily responsibilities and administrative duties.• Proficient in trading NYSE listed stocks, exchange-traded funds, American depository receipts, and company buybacks.