Manage company's Boston office, serving local client base and growing business in the greater New England region Guidepoint delivers customized research tools to our clients to facilitate their analysis of market trends, products, and industries. We provide our clients with access to thousands of targeted and vetted individuals in various fields through our Guidepoint Advisors, a consortium of 1M+ industry professionals that span all industries and geographies. Portfolio managers and analysts interact with Advisors in private telephone consultations, through custom surveys, and by attending events led by Advisors at industry conferences. Clients include some of the world’s leading private equity firms, hedge funds, mutual funds, sell side firms and strategy consultancies. Through rigorous recruiting, phone consultations, surveys and proprietary data products we provide our clients with the customized information solutions they need to make informed investment decisions.

Led team of 35+ direct reports, from senior account managers to first-year research analysts, servicing all U.S.-based clients tracking the software, energy, industrials, consumer, retail, and business services markets. Increased productivity by coaching staff using performance metrics, goal setting plans, and actionable feedback. Developed and presented new commission payout structure for executive team, to incentivize recruiters. Accelerated onboarding process by completely restructuring new hire training program. Collaborated weekly with IT team to improve company’s CRM system to facilitate quality of project workflow.

Selected to manage new team focused solely on servicing the firm’s global management consulting clients. Developed special workflow procedures to outperform and win share away from competitors.

Oversaw account management for 40+ hedge fund, private equity and management consulting firm clients, driving more than $1M annual revenue. Connected clients with C-level executives and industry experts in the Energy, Industrials, Technology, Telecom, Consumer, Retail, and Finance markets through online sourcing, interviews and custom data tracking reports.

Sourced, interviewed and hired individuals for sales, web design, public relations, grant writing, and administrative work for the nation's largest green jobs training provider. Developed first organizational chart by establishing staff positions and structuring employees’ roles and responsibilities. Transformed remuneration process from an erratic paycheck distribution to a fixed payroll structure.

Developed interactive web-based assessment process, aiding client firms in cost-effective selection and retention of top talent. Designed desktop training simulations centered around leadership competencies such as performance coaching, presentation skills and conflict resolution, to aid in the development of high-potential employees. Provided participants and colleagues with accurate behavioral feedback to nourish professional development.

Researched and created extensive lists of leadership competencies to measure managerial performance and to provide feedback to managers on specific areas of improvement. Sourced, interviewed and placed an all-time high of 95 candidates within the company’s internship program.

Directed team to coordinate business interactions and patient relations in an intensive cognitive rehabilitation clinic to facilitate the diagnosis and treatment of individuals with learning disabilities. Managed all company finances, payroll and benefits by tracking weekly cash generation and expense control system to sustain smooth cash flow. Created and conducted employee surveys seeking feedback on improving intra-office relations to manage conflict, promote strong communication and improve morale among staff.