Associate, Portfolio Implementation
BlackRock
As an Associate at BlackRock, I'm passionate about enhancing financial well-being through exceptional client experiences. As a dedicated Implementation Manager at BlackRock, I specialize in orchestrating the onboarding and management of new client portfolios and fund launches.
With a focus on seamless service delivery, I lead critical client change activities, ensuring investment guideline updates and benchmark changes are flawlessly executed. My role involves coordinating with diverse teams across sales, portfolio management, investment operations, and corporate functions to ensure smooth transitions and successful project completions.
I pride myself on building strong relationships within BlackRock, listening to our partners, and driving process improvements that enhance efficiency and reduce errors. By continuously innovating and improving our control environment, I aim to deliver a superior client experience. Additionally, I mentor and support my team, helping them manage their workloads and develop their skills.
September 2021 - Present
Director, Insights & Content
Thematiks
As Director of Insights & Content at Thematiks, an innovative platform offering subscribers curated access to expert analysis from prestigious institutions such as Yale, the Gucci Research Lab, and the World Economic Forum, I led a team of strategists in curating diverse content spanning from healthcare to geopolitics.
I managed digital media producers and editors to ensure the delivery of high-quality content and interviewed potential members to curate a network of best-in-industry professionals. My role also extended to hosting podcasts, creative writing, content editing, application testing, and other dynamic start-up roles. Collaboratively, we defined the company's culture and values, steering it towards profitability in a short time frame.
July 2020 - May 2021
Associate, Member Services
World 50
In my role at World 50, I took charge of the logistical planning, coordination, and execution of member events, including summits, roundtables, special programs, and next programs. I handled multiple in-person programs annually, along with additional and virtual programs as needed, ensuring that the size and scale of each event aligned with our needs. My focus was on creating unique and exclusive experiences that were consistent with specific industries. I worked closely with the member services team to ensure that master lists were created and updated promptly. Additionally, I assisted in developing and managing event-related collateral, such as welcome cards, menus, maps, and more.
August 2017 - April 2020
Customer Service Agent
Stitch Fix
In this position as a customer service agent at Stitch Fix, I took on the responsibility of promptly answering incoming calls and effectively resolving a variety of customer issues. My duties included understanding and empathizing with the concerns and challenges faced by customers, and then meticulously working to find solutions. Whether it was troubleshooting problems, answering queries, or facilitating service requests, I consistently ensured that every interaction concluded with a satisfied customer. My approach was always proactive, and I took pride in contributing positively to the customer experience.
January 2017 - July 2017