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ABOUT ME
I'm an operations professional based in San Francisco, California with a Bachelor's degree in Psychology and a Master's degree in Clinical Application of Psychology. Through my education, I have developed strong research and qualitative analysis skills and gained a passion for mental health advocacy. Although I decided not to pursue a career in Psychology, my education has equipped me with emotional intelligence and a deep appreciation for empathy and positive psychology.
Over time, I have discovered my passion for operations, marketing, and graphic design. I take pride in building strong relationships and creating a sense of community wherever I go. My ultimate career goal is to find a fulfilling role that allows me to make a positive impact on the world around me.
December 2019 - December 2022
INVESTOR RELATIONS AND BUSINESS DEVELOPMENT ASSISTANT
Provided support to business development, client communications, and client services groups (a team of 22). Responsible for a variety of communication and operational duties, such as managing pipelines and prospecting research for senior business development professional. Updated marketing materials for various funds, responded to operational due diligence requests. Managed access to data rooms and analyzed weekly access data, including maintaining client meeting notes, creating and updating accounts, and producing reports. A key contributor to planning and executing the Annual Investor Meeting and other firm and team events.
September 2018Â - December 2019
ADMINISTRATIVE ASSISTANT
General admin support for the firm of >200 employees.Â
Supported front office operations, meeting coordination, and other initiatives such as the Firmwide Annual Meeting, Wellness Committee projects, and firm events. Created data analysis of firmwide and individual meal spending to increase cost savings for the firm. Built strong relationships across all teams and initiated frequent cross-departmental events, contributing to a positive environment and culture at the firm.
September 2015 - September 2016 & January 2018 - September 2018
ADMINISTRATIVE ASSISTANT - INSURANCE COORDINATOR
Facilitated operations and handled sensitive and confidential information - HIPAA Compliant. Advocated for patients by working with insurance companies to successfully reprocess and gain approval for denied claims
Want to learn more? Contact me for more info about my experience.