Greater Pittsburgh Region
MBA-educated professional with 5+ years of experience operating at the intersection of client success, customer experience, product, and execution within hybrid and remote finance and fintech environments. I currently manage relationships across the U.S. Midwest, supporting 90+ institutional clients representing approximately $21B in AUM. My work sits at the intersection of client service, project execution, and stakeholder management—owning outcomes end-to-end while aligning internal teams to deliver consistently high standards. I’ve led and influenced teams of up to 10 and regularly partner with large internal groups across operations, product, and leadership to solve complex client and process challenges. I’m known for clear communication, strong ownership, and the ability to translate client needs into practical, executable solutions. Core strengths include: Customer Success & Client Relationship Management Cross-functional leadership (without authority) Product, project, and process execution Stakeholder communication & expectation management Retention, onboarding, and service excellence Operating at scale in regulated environments Client Success, Customer Success, and relationship-driven growth People come to me when they need someone who can take ownership, bring clarity to complex problems, and deliver strong outcomes for clients and internal stakeholders.
Support institutional investor relationships across the U.S. Midwest, delivering client service and operational execution for Taft-Hartley and union investment funds. • Manage client relationships across the Midwest supporting institutional investors and Taft-Hartley funds. • Coordinate cross-functional teams across operations, product, and service to resolve complex client issues and maintain high service standards. • Support retention and service delivery for large institutional client relationships in a highly regulated investment environment. • Serve as a key point of coordination between clients and internal teams to ensure timely resolution of operational and investment servicing needs.
Aid in driving $3 million in revenue for the business. Prepare and hold face to face conversations with senior leaders of external companies. Synergize with various business lines to deliver a seamless client experience.
Within the Human Resources Department.