Responsible for expanding the Boston Common’s relationships with institutional investors, intermediaries, and distribution partners.Works closely with the marketing team to highlight Boston Common’s leadership across the impact spectrum.Boston Common is an ESG investment firm dedicated to the pursuit of financial return and social change. Woman-founded, women- led, majority women- & employee- owned. Sustainable investing pioneer and longstanding leader championing impactful shareowner engagement.

Architected Business Development & Investor Relations program for emerging manager (first-time fund; long-only, climate-focused).Successfully increased firm-wide AUM 4x despite pandemic-related challenges, evolving pipeline from almost exclusively HNWIs to predominantly institutional accounts.Chiefly responsible for BD strategy, marketing, branding, external partnerships, and communications/relationships (foundations, endowments, HNW individuals, family offices, pension plans, consultants, and advisors).Represented the firm at industry conferences & events (e.g., public speaking commitments, allocator forums).Hiring manager, supervisor & mentor for two direct reports.Member of firm’s Management Team.Chaired all internal BD meetings (2x/week).DEI Committee Member.Facilitated and/or led 74 prospect meetings constituting over $25 T in AUA across 1H2021.

Sourced and evaluated investment opportunities via investment banks, headhunters, corporate executives, private client advisors, leadership coaches, lawyers, and accountants.Presented due diligence risks and made recommendations at weekly Investment Committee meetings.Managed migration from legacy CRM (20,000+ contacts) to Salesforce in addition to the team’s migration to Office 365.Hiring manager and supervisor for MTN’s summer internship program.Represented the firm at various industry events.

Member of three-person team tasked with launching Tradeweb’s new liquidity-linked portfolio management platform, Portfolio Solutions (PS), to C-level executives at bulge bracket BDs and RIAs.Managed entire sales cycle from targeting opportunitiesto engagement with decision makers through purchase order to implementation and adoption, often across thousands of users at a single firm.Delivered product demos to technical personnel and management, engaged at-risk customers via on-sites and webinars.Managed migration of 39 legacy clients to PS with an upsell, converting many into actively trading accounts in the process.Worked closely with Product and Development teams, communicating client needs, project specifications (JIRA), QA testing.Tradeweb Cares Committee.Children's Cancer & Blood Foundation NYC Marathoner.

Provided market data sales coverage for US-based institutional clients, offering solutions such as Thomson Reuters Eikon, Tradeweb’s Excel Add-in (MDLink), TCA Compliance Reports (Best Ex & Best Ex Plus).Led Market Data’s sales effort in Tradeweb Direct’s Interactive Portfolio analytics platform.Developed pipeline through a combination of cold calling, campaigns, warm leads, networking and market knowledge.

Developed and maintained relationships with senior management across Industry, Product, and Strategy groups at clients.Co-managed quarterly press releases and daily M&A market trend analysis published in WSJ, FT and other periodicals.

Organized and generated client interest in IPOs, investor conferences and company road show marketing trips.