As a Client Development Officer in Glenmede's Philadelphia office, I develop new relationships with high-net-worth individuals, families, endowments, and foundations. In addition, I support the Business Development and Relationship Management teams with a myriad of strategic departmental and firm-wide initiatives. Prior to joining Glenmede, I worked for Putnam Investments in Boston, MA, where I gained experience in departments including investor services and business development strategy. During this time, I worked with the key account relationship management and business development teams to enhance the processes used to market their products and services to retail and institutional investors. Previously, I was an asset management Intern at BLB&B Advisors in Spring House, PA, where I supported client relationship teams and assisted portfolio managers with the structuring and design of individual and institutional accounts. I earned a Bachelor of Science degree in management and marketing from Boston College Carroll School of Management, where I was also a Varsity member of the NCAA Division I Rowing team. In the fall of 2021, I completed the Certified Investment Management Analyst program at the Wharton School.
Listed skills include Portfolio Management, Records Management, Crm Databases, Marketing, and 12 others.
