Jun 2025 – Present · 11 mos · New York City Metropolitan Area · Remote

May 2023 – Jan 2026 · 2 yrs 8 mos · New York City Metropolitan Area · Remote

Jul 2021 – May 2023 · 1 yr 10 mos · New York City Metropolitan Area

• Started my own Consulting practice specializing in:
• Customer Success and Services
• Market and Competitor Research
• Strategic Planning
• New Products/Services and Go-To-Market Strategy
• Revenue & Expense Modeling
• Product Spec and Design
• Work with FinTech companies and Wealth Management firms as well as startups focusing on Customer Success products and services

Apr 2019 – Jul 2021 · 2 yrs 3 mos · New York, New York

• First Client Success management hire at the firm
• Member of the Executive Team and worked to help steer high level business strategy
• Oversaw client growth of 10x and team growth from 1 person to ~30 people
• Developed processes to support platform implementation, adoption, ongoing support and relationship management functions across Wealth Management, Institutional and Strategic verticals
• Retained over 99% of clients YoY for two straight years
• Worked closely with Sales, Product, Engineering, Operations and other internal teams.

Mar 2019 – Jul 2020 · 1 yr 4 mos

Jun 2018 – Mar 2019 · 9 mos

• Massive transformational purpose of positively impacting > 1 Million student lives through financial education and security. Mission is to have every student graduate college with an actionable financial plan.

Apr 2017 – Jun 2018 · 1 yr 2 mos

• Managed a book of ~$8 million in annual revenue across Family Offices, RIAs and enterprise clients
• Interfaced with C-suite executives and work closely with decision makers at each client to understand their unique business profile and identify their goals
• Designed and executed success plans to optimize client relationships, adoption and satisfaction
• Conducted regular business reviews to highlight major value-add initiatives and enable a deeper understanding of client goals
• Worked across the business, product and engineering teams to share client feedback, resolve escalations and deliver an outstanding client experience
• Developed initiatives to further drive engagement and value-recognition across the client base
• Set, managed and communicated expectations, both internally and externally

Nov 2015 – Apr 2017 · 1 yr 5 mos

• Managed and owned the success of onboarding clients onto the Addepar platform
• Provided customized solutions to family offices, RIAs and Institutional clients
• Leveraged technical and industry expertise to transition clients and their data onto Addepar
• Set, managed and communicated expectations, both internally and externally
• Prioritized effectively to execute on simultaneous projects, seeing each through to the finish line

Nov 2014 – Nov 2015 · 1 yr · Greater New York City Area

• Reported directly to the Chief Investment Officer and work on various firm related projects and initiatives including risk analysis, portfolio management and construction, security analysis, and quantitative work
• Researched and implemented investment programs for clients while ensuring objectives and restrictions are considered and adhered to
• Ensured portfolios are on track with investment goals and asset allocation guidelines
• Communicated with clients to inform and update them of portfolio activity and status
• Created presentations for and attend client meetings
• Participated in events and conferences to stay abreast of changes and developments within the firm and the industry
• Organized the internship program including hiring and managing our interns
• Assisted in the selection and monitoring of our firm’s approved outside managers as a member of the Third Party Committee
• Liaised with representatives from fund companies for consideration by our Third Party Committee

Apr 2012 – Nov 2014 · 2 yrs 7 mos

• Promoted to Investment Associate supporting three portfolio managers and handling accounts totaling approximately $280 million, specializing in customized client solutions
• Reported directly to the Chief Investment Officer and work on various firm related projects and initiatives including risk analysis, portfolio management and construction, security analysis, and quantitative work
• Researched and implemented investment programs for clients while ensuring objectives and restrictions are considered and adhered to
• Ensured portfolios are on track with investment goals and asset allocation guidelines
• Communicated with clients to inform and update them of portfolio activity and status
• Created presentations for and attend client meetings
• Participated in events and conferences to stay abreast of changes and developments within the firm and the industry
• Organized the internship program including hiring and managing our interns
• Assisted in the selection and monitoring of our firm’s approved outside managers as a member of the Third Party Committee
• Liaised with representatives from fund companies for consideration by our Third Party Committee

May 2010 – Apr 2012 · 1 yr 11 mos

• Assisted in migration and conversion of trading and accounting systems to new platforms
• Worked with system vendors and consultants on project plans and implementation
• Performed daily operational tasks in reconciliation, security master file, and client reporting, among others
• Provided support and training for portfolio managers and support teams on new systems

Jun 2008 – May 2010 · 1 yr 11 mos

• Completed Operations Trainee Program in June 2009
• Promoted to Operations Associate in June 2009
• Perform back office analysis for the Global Investment Operations group
• Maintain account information, calculate fees, generate invoices, and track revenue for approximately 2,000 accounts valued at $5.25 billion in assets
• Communicate regularly with portfolio assistants, custodians, etc.

Feb 2008 – May 2008 · 3 mos

• Worked as an intern for the Costos-Kelly Group
• Created client reports and assisted with back office operations
• Presented weekly investment ideas to the Financial Advisor

Oct 2006 – Jan 2008 · 1 yr 3 mos

• Gave campus tours to prospective and accepted students
• Assisted in various other recruiting efforts