Advise and educate clients as their point of contact when their Investment Counselor is unavailable. Support the team of Senior Investment Counselors who provide service to the high net worth clients that we service. Communicate firm philosophy and investment decisions to clients tailored to their level of expertise.

Started in the Camas, WA office where I earned the opportunity to work with the #1 earning Vice President in our Sales department. Relocated to the Plano, TX office to establish a new team resulting in 18+ headcount after the first year. Led a project to help automate processes in the group that could be handled by technology allowing us to spend more time on high impact work. Acted as a liaison to Senior Management in advising on certain risk factors to the business for the department.

Assist the Executive Director in pursuing the goal of the Alliance to promote the tech industry and entrepreneurship in the state of Montana. Created social media analysis to track engagement and membership acquisition. Planned and put on events for members. Managed quarterly billing for all members.

Worked cross-functionally with the Administration Office, Building Services, UM Catering and the Events Office to assist clients with their events in our venue

Assisted Event Manager in cultivating relationships with sponsors resulting in 32% increase in sponsored funds. Modified Fair parking logistics to accommodate increased traffic flow and promote sustainable transportation options. Coordinated and supervised 100+ volunteers during Fair week. Created social media content and strategy to promote events, including the 2017 Fair.

Assisted with the development of marketing materials for a new $38 million city/county park and ensuring a successful opening event. Worked with sponsors and vendors. Learned graphic design skills using Adobe programs to create materials.

Developed, managed, and deployed social media content including graphic design. Revamped and expanded the social media presence of the DHC. Initiated creation of the DHC LinkedIn Alumni Network. Designed invitations for alumni events in coordination with the Events Manager.

Created and taught equestrian summer camps to elementary and middle-school aged youth of varying riding abilities. Supervised assistants and coached them in teaching students to ride. Created an environment where fearful riders felt safe and encouraged.