Experience
Principal
True Search · San Francisco Bay Area
True Search is the fastest-growing, retained executive search firm in the world. With over fifteen global offices and over 600 employees, we completed over 1700 executive searches in 2021 for top Venture and PE investors, as well as high-growth public companies. Our growth is fueled by carefully executed, passionate work. My focus was within the Investment Professional and CEO/Board Practices placing outstanding investors and operators across Venture Capital, Growth Equity, and Private Equity funds.
Management, Finance and Marketing Consultant
Bailey Brand Management, Inc. · Manhattan Beach, California, United States
Associate Vice President, Investor Relations
Wasatch Global Investors · Greater Salt Lake City Area
• Supported the executive team in new strategy and market research by creating quantitative and qualitative due diligence, market discovery and competitive intelligence. Launched 4 new products with 15% in AUM • Actively participated in creation of sales pipeline and fundraising process, generating over $1 billion in new institutional assets under management (AUM) annually, including multiple transactions over $200 million • Managed existing investor relationships. Oversaw the entire client lifecycle from onboarding to termination, focusing on long-term asset and client relationships • Directed a team of analysts supporting sales, client relations, and marketing executives. Developed a small team that supported a 300% increase in AUM by promoting a culture of collaboration, technological advancement and automation. • Established comprehensive risk monitoring process, protecting $40B in AUM from market, concentration, “rogue agent,” and liquidity risks. Drove collaboration efforts betwe…
Senior Manager, Marketing & Investor Relations
Wasatch Advisors · Greater Salt Lake City Area
• Analyzed and refined marketing, sales and client relations processes on a company-wide level, facilitating working sessions amongst senior leadership to identify areas of improvement and assess strategic options; recommendations were presented to the President of the firm and implemented • Assisted in sales to potential institutional investors by creating pitch books and writing comprehensive proposals that covered all areas of asset management including investment philosophy and process, trading, and compliance, leading to over 20 new institutional investors per year on average • Managed 16 external marketing databases to establish exposure to new searches and higher conversion rates • Led projects to automate marketing and client reporting processes, resulting in greater efficiency as demonstrated by an increasing AUM per headcount ratio
Marketing & Investor Relations Manager
Wasatch Advisors · Greater Salt Lake City Area
Investor Relations & Marketing Analyst
Wasatch Advisors · Greater Salt Lake City Area
Education
The Wharton School
Master's degree, Business Administration, Finance and Management Major
University of Utah - David Eccles School of Business
Bachelor of Science - BS, Finance
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