• P&L responsibility for $300,000 yearly budget and IRS compliance for not-for-profit organizations• Developed Fundraising Strategies and Programs to subsidize funding of academic enhancements• Conceptualized, managed and executed large themed events • Represented PTA at all district events and speaking engagements

• Designed, facilitated and delivered National Sales Conferences for 500+ attendeeso Managed venue/location research, selection process and contract negotiationo Worked closely with vendors, travel companies and venue staff to ensure seamless execution of event goalso Developed and managed budgets including reconciliation of post program invoiceso Conceptualized and executed event theme and brandingo Directed all internal and external communicationo Managed meeting space, food and beverage arrangements and off-site activities• Provided marketing and sales support for 600+ Financial Advisors and C-Level Management across 40 offices in North America • Created and managed on-going collateral of PowerPoint presentations, sales tools and training programs for investment products designed for high-net worth clienteleo Inclusive of structuring training and educational seminars for both Financial Advisors and Clients• Coordinated go-to-market messaging and strategic initiatives to support revenue growth• Partnered with cross-functional teams (compliance, product, finance) on large scale strategic projects• Held Series 7 and 63 licenses throughout tenure on Wall Street