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Financial Advisor Associate

Guilford, CT



A proven financial and business consulting professional with experience in financial advisory, project management, process creation and implementation, financial modeling, market research, transaction integration and development of executive summaries and client deliverables. Functional experience includes marketing, sales, finance and product development.

Work Experience

Financial Advisor Associate

Morgan Stanley Smith Barney, Madison, CT

Oct 2011Current

Morgan Stanley Smith Barney is one of the premier global wealth management firms.
  • Conduct in-depth reviews of clients' financial circumstances and future goals.
  • Implement portfolio strategies and monitor on an ongoing basis.
  • Aggressively develop business through cold calls, business networking functions and being active in the community.
  • Participated in a structured training program gaining exposure to an array of financial tools and technology.
  • Obtained Series 7 General Securities, Series 66 Uniform Combined State Law and the Connecticut Life, Health and Variable Annuity Insurance licensing.
  • Managing 30 new accounts in first 3 months of production.

Director of Operations and Marketing, New York, NY

Jun 2009Jun 2011

x+1] provides an audience targeting platform that enables marketers and agencies to optimize prospect and customer interaction across multiple digital channels.
  • Increased accuracy of quarterly guidance and sales pipeline visibility by developing and implementing improved revenue reporting and forecasting processes.
  • Established metric driven marketing process by developing and operationalizing a marketing ROI dashboard for senior management and BoD.
  • Directed team leads in a cross department process and efficiency improvement initiative. Project resulted in identification of process breakdowns and proposal of alternatives, which were later implemented.
  • Directly managed team of 3 and was responsible for outside vendor management oversight (website, PR, collateral vendors).
  • Directly responsible for $1.7 million budget. Leveraged ROI metrics to optimize disparate historical spend and reduce overall costs by 50%.
  • Developed one-sheeters, point of view documents, white papers, case studies, client facing e-mails and website updates, and established go to market process, policies and procedures.
  • Assisted in RFI/RFP responses.

Synovate Marketing Management Analytics

MMA, Wilton, CT

Apr 2007Jun 2009

MMA is a leading advisory firm that helps marketers measure and improve marketing performance and ROI. MMA became part of Synovate in 2008.
  • Project manager on merger integration team with senior management. Facilitated and participated in company reorganization strategy and competitive strategy articulation to new parent company.
  • Led transition to parent company's time management software and process.
  • Recipient of the company's 'WOW' award for work in merger integration in April 09
  • Project manager for marketing analytics engagement and developed structured approach and repeatable automated processes that led to recurring annual engagement with global beverage company.
  • Project lead on a marketing data discovery engagement for global insurance company. Implemented repeatable data collection process for ongoing analytical studies to address multiple limitations in data.
  • Coordinated and budgeted internal and external resources to manage projects to key milestone dates and completion.
  • Leveraged expert excel skills in data manipulation for proprietary modeling tool.
  • Collaborated with project teams in RFP scoping and pricing.

Consultant - Investment Management

FactSet Research Systems, Inc, Norwalk, CT

Jan 2006Apr 2007

FactSet enhances the productivity of the global investment professional by providing superior workflow solutions.
  • Managed clients on multiple institutional investment manager accounts, with combined assets under management of over $100B, on integrating FactSet's systems into investment processes, financial research models, and performance presentations to streamline workflow.
  • Proposed, developed and implemented financial models and investment processes automation often reducing analyst and portfolio manager research hours by more than 50%.
  • Participated in consultant training program and in-house Chartered Financial Analyst (CFA) program exam and passed the Level I exam of the CFA program.

AVP - Analyst

Acumen Partners, LLC, Westport, CT

Jul 2002Jan 2006

Acumen Partners is a privately-owned consulting firm specializing in capital markets intelligence.
  • Developed weekly, monthly and quarterly equity investor reports for multiple domestic and international clients while adhering to strict deadlines.
  • Evaluated quarterly earnings calls and conducted stock surveillance of daily trading activity for the target companies and their respective peer groups.
  • Traveled domestically and abroad in order to maintain and solidify current customer relationships and meet with prospective clients.


Bachelor of Science in Business Administration

University of Connecticut

Additional Information

Series 7, Series 66, Life Health & Variable Annuities Licensed 
Passed level 1 exam of CFA program
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