• Curated evergreen impact database by evaluating and synthesizing social and environmental data from CapShift's mission-driven
partners. Enabled ongoing performance tracking and identification of 25 investment opportunities and prospects
• Crafted and produced 65+ client-facing annual impact reports by engaging key leaders at social impact funds and distilling complex analyses through effective storytelling resulting in a 45% increase in readership from prior year
• Orchestrated cross-functional projects involving research, editorial, compliance, and undergraduate intern teams to ensure timely project completion and identify protocols for continuous process improvement

• Managed 16 Associates and 4 interns supporting 28 Financial Advisors in partnership with Managing Director to maintain
operational efficiency, compliance and superior service for 2.2K clients, representing $9.5B in assets under management
• Created business continuity policy training for 300+ Associates in response to 25% increase in client transactions fueled by COVID-19, designed to prevent a proportional increase in operational errors
• Advanced diversity and inclusion policies in concert with Diversity Champions Council; spearheaded recruiting efforts at
Historically Black Colleges and Universities, resulting in 40% increase in diverse new hires
• Selected for and completed 18-month intensive, competitive leadership and sales training program at top of 21-person class
• Streamlined recruiting process for 20K+ annual applicants, standardizing practices across 19 offices; defined requirements and collaborated with developers to integrate recruiting software, reducing assessme

Private Client Associate
• Managed team of 4 Associates partnering with 5 Financial Advisors to support base of high-net-worth individuals, foundations and family offices totaling $2.2B+ in investable assets
• Evaluated and tested new systems prior to firm-wide rollouts; discovered key defects in beta testing that, if implemented, would have doubled time required to electronically submit cash requests and resulted in increased risk of fraud
• Served on Business Analyst Task Force and verified proper record keeping of monthly $50M+ transfers; improved ease of client investment process, leading to increase of quarterly client commitments by $15M+

• Processed all corporate action events on securities to maintain funds’ books and records
• Reconciled accounting positions and investigated any discrepancies between fund and broker