Effectively lead project management efforts on key business initiatives including strategic mutual fund product development changes, closed-end fund research & shareholder base oversight, and the annual 15c contract renewal process. Responsible for project plans, timelines, financial impact analysis, leading working group meetings, and project presentations to ensure clear expectations are set, deadlines are met, seamless implementation, and that key stakeholders are informed of the project specifics. Responsible for presenting proposals to senior executives prior to drafting materials for the Board of Directors which includes PowerPoint presentations, memorandums, and creating supporting exhibits. Recent projects include new fund launches, mergers, sub-adviser changes, liquidations, fee changes, strategy changes, and share class launches - resulting in benefits to shareholders and the firm.Responsible for coordination and oversight of the annual 15c contract renewal process which includes maintaining strong external vendor relationships, data management, fee and performance comparisons, peer/competitor analysis, interdepartmental coordination, and profit margin review. Recently developed and executed process automation for various components of the annual 15c contract renewal process (Fee Sheets, Quadrant Summaries, Write-Ups).

Managed inventory and sales levels for 50+ convenience stores whose revenue was worth over $1,000,000. Responsibilities included consulting store owners on inventory management, pricing solutions and overall success in various categories of their business.Project: developed a specialized corporate structure program for a local chain after analyzing their business model and successfully delivered a sales pitch at their corporate headquarters.