Asked by senior management to oversee the client-facing output during the assimilation of affiliates acquired by SLC, ensuring that client focus was maintained while technological synergies were attained. Tasked with creating a best-in-class client experience for current and future SLC clients

Asked by senior management to create an insurance client service relationship model, clarifying responsibilities within the client team that had not been defined before. Networking within newly acquired areas of SLC Management to coordinate and clearly communicate new role on the client service team.

• Develop and execute investment strategy through active portfolio management for institutional clients.• Proven ability to translate complex investment concepts into understandable, high-level takeaways for those with limited investment background and experience.CLIENT RESPONSIBILITIES• Manage all aspects of each client relationship including communicating, developing, and implementing custom investment strategies that consider sector allocation, credit quality, duration, relative value, and yield contribution while serving as a fiduciary and engaging in direct and open dialogue.• Extensive experience delivering in-person investment presentations to members of clients’ senior management teams, investment committees, and boards of directors.MARKETING AND SALES• Extensively involved in the sales and marketing efforts to gain new business, including uncovering prospective clients, creating sales opportunities, responding to requests for proposals, and delivering finals presentations.• Deliver presentations focused on the economic environment and investment opportunities at national insurance conferences. Strive to create presentations that are both educational & enjoyable.SLC InvestHer Global Alliance and Invest In Girls• Member of InvestHer, which is an employee-led network that focuses on the development of women within SLC. Additionally serve on the mentorship committee.• Led initiative to recruit volunteers within SLC for the Boston chapter of the Invest in Girls program, which introduces high school girls to financial services careers and exposes them to professional women role models

Hired into Actuarial Leadership Development Program (ALDP), which is a rotational program that provides technical development, business knowledge, and leadership experience within a large actuarial community.Actively involved in screening, interviewing, and hiring potential full-time and summer intern candidates.Initiated and managed a summer internship program for Travelers Life & Annuity, coordinating educational speaker presentations and social activities.

• Delivered customized personal lines data to external customers, requiring a thorough knowledge of personal lines property/casualty data, diligent data review, and direct customer interaction.• Developed a new employee evaluation system, at the request of division’s assistant vice president.• Responsible for training entry-level new hires and managing summer interns.