Provided specialized assistance to students, grades 9 -12, possessing learning challenges.

Served as a substitute teacher grades K-12.

Part-Time 20 hour/Week. Responsible for all accounting functions - Utilized QuickBooks to manage accounts receivable, accounts payable, payroll, 401k, state and federal tax payments. Fulfilled human resources function in the areas of: hiring, scheduling, credentialing and administering benefits.

Developed asset allocation and implemented security selection and investment strategies to achieve defined financial goals and objectives for high-net-worth clients and small businesses.• Spearheaded initial distribution of financial services to existing and prospective Bank customers.• Contributed to ther design and implementation of referral training program.• Consultative-based management approach garnered immediate success in advisory business, lauded for efficacy of cross-referrals back to the bank (mortgages, letters of credit, etc.).

Responsible for driving the growth, profitability and overall visibility of an industry leading healthcare services and capital conference designed to incubate and facilitate deals/transactions.• Proactively solicited conference sponsorship and participation from “C-level” and senior management of healthcare and ancillary service suppliers, private equity, investment bank, financial and related advisory providers.• Identified and enlisted high growth, high potential healthcare and related companies seeking capital, strategic partnerships, greater industry exposure or future exit strategies to showcase themselves to an audience of private equity, investment bank, financial advisory and healthcare services providers.

As Director of Product Management Group (10/2010 – 6/2012) spearheaded firm investment strategies platform, including domestic fixed income, domestic and international equity strategies.• Delivered point-of-sale expertise to drive Sentinel's new business acquisition and asset retention. • Partnered Sentinel's regional sales teams and national accounts professionals to expand the distribution footprint and strengthen key relationships with distribution partners. • Created and disseminated performance attribution, competitive analysis and product positioning. • Originated collateral sales and marketing materials for internal and external partners.Serving as Director of the Investment Strategy Group (9/2007 – 10/ 2010) spearheaded the Firm's initiative promoting Sentinel's Funds to third party distribution partners. • Interfaced with research/due diligence analysts of national and regional broker/dealer, retirement platform, bank trust, registered investment advisors and Turnkey Asset Management Programs. • Primary point of contact with research and due diligence teams at key product distribution partners.

Oversaw all fee based programs & products. Coordinated and delivered program/product promotion, training, sales support and product development. Orchestrated growth of fee based advisory business from $323mm to $1.3 billion.

Coordinated and delivered all aspects of relationship management to institutional asset management relationships representing approximately $2 billion for corporate, public, multi-employer and eleemosynary clients.

Executed sales, marketing, new business development and relationship management for proprietary private portfolio management services.