LEADERSHIP* Hired and trained Sweater's first Member Experience team.* As member of Leadership Team, contributed to regular strategy sessions.INVESTOR RELATIONS & COMMUNITY BUILDING* Raised $10M+ in industry-first venture capital interval fund open to non-accredited investors in 6 months.* Met 1:1 with dozens of prospective investors to conduct discovery and develop strategy.* Developed and hosted several series of digital events, such as "ask me anything" sessions, office hours, due diligence-sharing webinars, and collaborative flywheel acceleration discussions.* Created body of knowledge to address frequently asked questions, including 100+ email response templates and 40+ knowledge base articles.* Prepared email and SMS communications to provide investor community with regular updates about fund's portfolio companies.* Collaborated on campaigns to drive community engagement with portfolio companies.* Launched Sweater's first newsletter.SYSTEMS / TECHNOLOGY* Implemented Hubspot as CRM (including build-outs of Marketing, Sales, Services, & Operations Hubs).* Integrated Aloware via API into Hubspot for seamless communication capabilities across email, phone, and SMS.* Built 70+ workflows to automate marketing & sales operations, customer support, data management, and other manual tasks.* Collaborated with Product & Engineering team on design of new features and UX in mobile app environment.* Documented, internally escalated, and tracked resolution of product defects.OPERATIONS* Worked with external legal & compliance to develop anti-money laundering and "Know Your Customer" operating policies.* Worked with transfer agent to establish protocols for transfers of assets, share redemptions, distributions, and data maintenance.

INVESTOR EXPERIENCE* Designed and implemented end-to-end investor experience, from initial nurture email drip campaign to onboarding to routine ongoing management and expansion campaigns.* Hosted quarterly earnings calls and bi-weekly new investor introduction webinars.SYSTEMS MANAGEMENT* Implemented Hubspot as CRM and marketing/sales automation platform and Aloware (3rd-party API-integrated software) for calling, SMS, and ringless voicemail tools – increased outreach capabilities from ~250 personal touches/week to ~7,500+/week.LEADERSHIP* Managed and coached Investor Relations team through challenging period for investors, including some loss in portfolio value in aftermath of COVID-19, reduced dividend, and changes in investor eligibility.* Served on Growth Committee overseeing rebrand, corporate strategy, and investor messaging.

CROWDFUNDING & INVESTOR RECRUITMENT* Led on strategy and managed Investor Relations team that fundraised $730MM+ for 160+ private equity CRE offerings over 16-month period (including four $20MM+ and 18 $10MM+ offerings).* Onboarded 110,000+ new investors over 3-year period, of which 6,500+ completed 25,000+ investments.INVESTOR EXPERIENCE* Overhauled marketing strategy for Marketplace offerings, including designing series of HTML-based email templates, A/B testing, analyzing outcomes, and overseeing roll-out -- led to 21% increase in webinar registration.* Created 40+ strategic email marketing campaigns -- increased average open rate from 28% to 37% and click rate from 1.76% to 2.64% over 6-month period.* Designed routine investor outreach program -- reduced offer churn from 37% to 12% over 6-month period.* Led experiment-based webinar improvements -- increased attendance rate from 45% to 58% over 6-month period.* Initiated "evaluation period" to better manage oversubscription problem -- established new industry norm.* Integrated AI chatbot tool on website -- provided more accessible services at reduced cost.CONTENT CREATION & INVESTOR EDUCATION* Wrote 10+ educational articles to support specific timely objectives.* Created knowledge base with 30+ investor help and how-to articles.* Invited to sit on panels to educate the public about investing in private equity CRE.OPERATIONS & TECHNOLOGY MANAGEMENT* Adjusted team member job assignments to keep pace with dynamic business needs.* Developed and documented standard operating procedures to aid in new employee onboarding and ongoing reference.* Participated in requirements and QA testing for product defects and new features.LEADERSHIP* Compiled and presented data highlighting KPIs to identify trends and inform strategies for improving results.* Managed team of 6 Investor Relations professionals.* Recruited, interviewed, and hired strong candidates for team openings, with focus on DEI goals.

REGULATORY COMPLIANCE* Achieved designation as Registered Principal with FINRA Series 7, 63, 87, and 24 licenses within a period of seven months.COLLABORATION* Edited and published equity research reports under extremely rigorous time constraints.* Supervised analysts and associates to ensure compliance of product with regulatory requirements.OPERATIONS* Automated and streamlined a system of 14-year-old Excel spreadsheets to reduce redundancy and inefficiency through macros and improved structuring.LEADERSHIP* Prepared and delivered a departmental writing workshop to institute a brand-consistent style and reduce common errors.

PUBLICATIONS MANAGEMENT* Edited copy for and formatted equity and macroeconomic research publications under tight deadline conditions, including thematic, sector, and company reports, marketing presentations, roadshow pitches, and a daily news roundup with analysis.* Monitored department-wide production workflow, balanced priorities/quality/speed to market, and published reports via CRM for distribution to clients.* Saw our research publications to international ranking by the Extel Survey for 3 consecutive years, increasing our rank each year.SYSTEMS MANAGEMENT* Oversaw set-up, customization, testing, and launch of a Salesforce-based CRM and research distribution platform and provided ongoing administration.* Analyzed client interactions and product effectiveness through CRM data insights.* Designed strategic product-/client relationship-improvement programs.* Created a database to track KPIs for our coverage universe and top 250 MENA stocks by market cap.CONFERENCE PLANNING* Helped plan the largest series of Egypt-focused equities conferences in Cairo, London, New York, and Cape Town.* Provided support and coordination of a complex operation spanning continents and timezones. * Designed publication covers, conference branding, and other collateral.LEADERSHIP & PEOPLE MANAGEMENT* Mentored peers on writing best practices and facilitated a three-day team-wide writing workshop.* Provided ongoing training for Research and Sales staff on CRM, database, and templates.* Recruited, hired, trained, and managed 2 direct reports.* Promoted twice in 4 years from Research Editor.

* Worked concurrently in the American Department of AAST's High School Division and the Technical & Vocational Institute as a teacher of students ages 15-40.* Researched, developed, and taught curricula for grade 10 English, grade 9 social studies, and conversational English courses.* Set performance benchmarks for students and monitored their progress to ensure their success.* Participated in professional development workshops.* Successfully completed classroom observation process and saw AAST through accreditation for the American diploma.

* Prepared and delivered five substantive lectures over the course of one semester of POLS 120: Terrorism, taught by Professor Jarret Brachman.* Organized and led group study sessions.* Engaged with students on a one-on-one basis.* Designed, administered, and graded writing assignments and wrote portions of the exams.

* Prepared lesson plans, organized children’s learning environment, and implemented Montessori teaching techniques.* Taught a classroom of 20 non-native English-speaking children in a language-immersive setting.

* Designed grassroots marketing campaigns using social media.* Purchased advertising in radio and print and oversaw accounts payable.* Ran point on concerts in a venue with capacity of 2,500+, liaised with all involved parties including client (performer and staff), venue operator, security personnel, and Jade Presents team.* Managed mailing lists for clients, customers, and internal team.* Converted old paper records system to digital and designed self-calculating spreadsheets to increase accuracy of records and ease of use.

* Maintained and managed fringe benefits, PTO, and sick-leave spreadsheet records for 65+ full-time employees.* Monitored personnel’s access for a secure building, administered access requests, and kept updated records.* Oversaw recruitment for an average of 10+ positions per month.* Created a fully-automated procedure to allow potential employees to apply for positions online.* Managed mailing lists and listservs.

* Produced research used in panels and publications.* Transcribed notes and speeches into electronic format.* Participated in professional development seminars.