• Collaborated across multiple departments on research leadership initiatives and events, including department reorganization, web-conferences, and scheduling with internal and external partners• Coordinated and supported 9 Research Executives with scheduling calendars and specific project requests• Supported four campaigns for the Partner Success Team communicating with partners and tracking the results and notes in Box and Salesforce while communicating insights and next steps with other departments• Shifted priorities during the pandemic working closely with Commercial and Partner Success teams to reflect business priorities• Supported Strategic Leader’s pipeline, scheduling calls, logging activities and user groups into Salesforce, and monitored project progress using a tracker• Adapted communication styles and created processes that were customized to the needs of individual Executives• Monitored research’s expenses, procurement system, and subscriptions which research uses to create insights that serve our partners

• Guided and mentored new hires through sign off process• Navigated a launch product from start to finish using strategic planning• Addressed concerns and challenges as a part of a selected leadership team• Identified and targeted prospective partners through strategic planning and customized outreach for newly launched research forum• Fostered new relationships and created brand recognition with prospective partners• Contributed to acquisition of new external business partners through regular follow up activities and internal coordination across Account Management, Legal and Senior Leadership• Formulated business correspondence on behalf of Senior Director in pursuit of potential new business relationships• Managed calendar and travel logistics for multiple Senior Level Program Directors

Specializing in K-12 Private School Sector with Independent School Executive Forum and K-12 Family Recruitment Services

Specializing in K-12 Public School Sector with the District Leadership Forum

• Prepared and presented bank products to local business to expand corporate clientele• Developed solutions for customer concerns related to products• Served as first-line of interaction for customers, including follow-ups over account related transactions• Identified, communicated, and executed activities during multiple company mergers from the retail perspective, including consolidation of products• Operated in a fast-paced environment and under time sensitive conditions• Monitored sales and goals for Arlington branch and communicated a summary to branch management• Demonstrated organizational leadership by energizing other branch employees• Provided on-the-job training and coaching for counterparts and sales associates• Coordinated resolution of issues between front and back office

• Leveraged product knowledge to cross-sell items• Managed money while providing excellent client-facing service• Created bi-weekly schedules for associates

• Two-month rotation involving all areas of banking (commercial, retail, credit, wealth management, fraud, risk, marketing)• Worked through problems to give recommendations to upper management

• Promoted beverage sales and participated in inventory counts and cash management• Maintained pool pH levels and taught swim lessons