Served as the primary point of contact for clients, addressed inquiries and resolved scheduling matters to maintain exceptional customer experiences during peak periods.Optimized CRM utilization by seamlessly coordinating workflows, activities and tasks with internal teams and providing weekly reporting, driving operational alignment and transparency.Demonstrated outstanding calendar management prowess, proactively structuring the Financial Advisor's schedule for maximum productivity.Prepared client communications distributing engaging monthly newsletters to nurture relationships and boost retention.

Provided support for the strategy and transactions (SaT) service line, valuation, modeling, and economics practice for business valuation, capital equipment, and transaction real estate teams in McLean, Philadelphia, Boston, and New York.

Supported six partners, principals, and executive directors in the strategy and transactions (SaT) service line, including valuation, modeling and economics, complex securities, transaction tax, and transaction support.

Coordinated internal team schedules and availability, serving as the primary point of contact for planning executive classified and non-classified events.

Managed calendars, travel arrangements, expense tracking, time recording, and proposal submissions. Supported principals in multiple capability areas, including business analytics, human capital teams, and strategy and change. Supported two dispersed teams comprising 72 staff members in Michigan, Kentucky, Virginia, and North Carolina and 43 staff members in the National Capital Region.