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Investment Specialist supporting four trust administration practices within the Boston Wealth Management Select group.

Personal Financial Advisor specializing in portfolio management, investing, retirement saving, and sound financial growth for business and consumer clients.

Skilled specialist managing a portfolio of over 500 small business clients focused on business lending, financial support and planning and guidance.

Sales leader focused on consumer markets, small business, home loan and the investment space for three financial centers.

Sales leader and manager leading an advisory role focusing on targeted marketing and relationship management.

Managed, created, and delivered a data-driven and agile campaign across finance, research, policy, media, advertising, messaging, staffing, field communication and events.

Campaign organizer responsible for staff management, messaging, and strategy.

Served as the coordination, logistical and resource lead in the most vital political county in the state.

• Assisted Committee in preparation for public hearings, attended meetings between Committee staff and other parties

• Volunteered with the campaign on a regular basis assisting with canvassing and data entry