League One Volleyball (LOVB, pronounced "love") is a first-of-its-kind community re-imagining the future of volleyball in unprecedented ways. LOVB has the largest footprint of youth clubs in the country, and is launching our professional league, LOVB Pro in 2024, featuring some of the best players in the world.LOVB champions every stage of an athlete's journey: nurturing youthful passion into action, celebrating fierce and unbridled professional talent, and developing coaches to lead future generations.

My main objective is to build trusted relationships with our private wealth management clients, while executing strategies efficiently. I collaborate cross-functionally with teams across the firm to deliver results timely and effectively. I am responsible for understanding and identifying client needs and goals, working closely with my team to develop financial plans and implementing strategies. I work closely with in-house family planning and philanthropy resources to assist clients in their need for estate planning, tax strategizing and wealth transferring.

Managed new and existing relationships while identifying potential prospects. Identified client needs, drove operational process efficiency and marketed full range of wealth management products & services. Provided trust and estate support to clients, utilizing internal resources and our in house wealth strategy team. Created wealth outlook plans for clients.

Focused on providing asset management solutions to Ultra High Net Worth Individuals and family offices. Responsible for analyzing and interpreting portfolio performance reviews and making recommendations to financial advisors for potential changes. Worked across the firm to deliver solutions to client in areas including alternative investments, lending, banking and estate planning.

Operational and sales support to lead Financial Advisor. First point of contact for client base consisting of ultra high net worth individuals and family offices. Worked with departments across the firm to deliver operational execution. Responsible for account strategy implementation, client account review preparation, account maintenance. Maintained account strategy rebalancing, reviewed margin requirements daily and oversaw client activity. Maintained series 7 and 66 licenses.

Recruitment, team operations management, practice planning, game scouting strategy.