Designed, presented, and implemented agile workstream model critical to meeting quarterly roadmap goals, including a current cross-functional effort to build and launch Fidelity’s first subscription-based revenue architecture on the Plynk platform
Facilitate developer agile ceremonies and stakeholder communication in Jira as a squad lead by identifying and prioritizing bugs, as well as triaging risks and blockers to meeting stakeholder requirements and sprint milestones
Created customer database and workflow critical in supporting Plynk’s growth from 0 to 50,000 accounts in 9 months; database tracked eligibility and execution on payouts for new user sign up bonus, conforming to the finance team’s accrual tracking needs
Own applied competitor research compendium in Sharepoint, presenting to head leadership to prioritize product roadmap
Lead legal pipeline for each release, assuring final screens of the app are obtained and approved in our database in time for launch
Support qualitative and quantitative customer research pipelines, from analyzing study results to presenting actionable solutions
Maintain CMS for supported squads, collecting designs and building content architecture in Tridion with our technology teams
Initiated vendor research into 3rd party UX research tool, designing and presenting a framework for identifying the best solution
Represented both product and service team in designing, testing, and implementing a new Salesforce instance with a vendor
Designed automated solution for our marketing team to access data needed to analyze the success of promotions and campaigns
Formulated team KPIs, and liaised with member of data team to create KPI data visualization dashboards
Optimized disruptive new front desk strategy, leveraging new software to increase office inflows by $1-2M per month
Collected and entered data for forecasting and modelling of client portfolios and financial plans
Led branch in bringing national digital tool adoption goals from the 28th to the 83rd percentile in one month
Used Salesforce and integrated Fidelity applications to support consultants’ existing book of high-net-worth clients
Maintained net promoter survey ranking by identifying and executing on our most complex service requests
Liaised with investor center operations heads to meet next generation investor center vision, tailoring it to customers in our region
Responsible for all policy, process, and technology-related reporting and upskilling needs as digital strategist for branch
Transitioned in-person and phone service interactions to in-depth discussions of a planning-based primary advisor relationship
Sustainovation Team Lead, Finalist: Remote - February 2021-present
Organize and manage team of cross-department volunteers in ideation, development, and pitching of sustainability innovation to panel of Fidelity head leadership
Steep Rock Bouldering: New York, NY - October 2018-October 2019
Front Desk Staff, Instructor
Engage with customers as they enter or call over the phone with questions; manage accounts and events calendar; sell memberships, retail, and day passes; conduct safety orientations; and foster relationships with monthly members
Instruct beginner climbers the basics of the sport for our Intro to Bouldering class; topics include an extended safety briefing, technique basics, setting reachable goals for every individual, and a sales pitch for purchasing memberships
Co-led and mentored a cabin of 12 boys, and taught daily activities to other campers, at an overnight summer camp
Freelance: September 2011-present
Composer, Performer, Audio Designer
Compose, record, produce, mix, and master music independently for short films, promotional videos, podcasts, concert performance, and internet distribution via streaming services
Registered freelance composer for Found Objects Music Production
Advise and provide audio solutions to media professionals such as podcasters, vloggers, and tech entrepreneurs
Perform professionally on voice and/or guitar at a variety of venues and productions like the New London Barn Playhouse, Feinstein’s 54 below, and various NYU productions
Assisted in transporting and setting up live jazz event equipment, provided problem-solving support during events, acted as liaison between performers and manager, and wrote and administered checks to performers
Prepared and proofread instrument parts for opera in accordance with specified layout formats
Troubleshot, created take notes during, and co-engineered recording session
Engaged with artists, performers, patrons, and other technicians as a sound designer, lighting designer and electrician, front of house manager, and rigger. Events include performance art showcases, art gallery installs, admission events, plays, musicals, and parties
Mixed and designed musical theater productions, worked as A2, and performed guitar on shows
Managing agile development teams using Jira, Confluence, Figma, and Zeplin
Proficient with Salesforce; Qualtrics; Survey Monkey; Google Suite; Slack; and MS Office, including advanced Excel formulas
Proficient with both Windows and Mac
Series 7 and 63 licensed
Music and audio design software: Sibelius, Finale, Dorico, Protools, FL Studio, Logic, QLab, Kontakt, and Reaktor
Live mixing hardware: Yamaha QL5, Yamaha DM 1000, and Midas PRO1
Primary instruments include guitar, piano, voice, saxophone, and colonial-era fife
Sound synthesis using FM, AM, subtractive, additive, wavetable, and sample-based systems
Proficient with both Windows and Mac
Programming languages, APIs, frameworks, platforms, and concepts: HTML, CSS, Javascript, Java, Python, Bootstrap, p5, object-oriented programming, responsive design, wireframing, Git, FTP clients, Wordpress, and Google Analytics
Visual arts and prototyping software: Adobe XD, Premiere, Photoshop, Lightroom, Illustrator, After Effects, and YouTube Live Stream
Visual arts hardware: Canon DSLRs and compatible lenses, some experience using camera operation and switching boards
Live mixing hardware: Yamaha QL5, Yamaha DM 1000, and Midas PRO1
Theatrical and event lighting skills: hanging instruments, focusing, organizing gels, running cable, programming on an ETC Ion board, operating a Crestron.
Prototype of an interactive kiosk for an ancient musical instrument display case at the Brooklyn Museum. Use the arrow keys to advance between the 3 stages of the app, learning how the instruments sound as you go.
Made in collaboration with museum studies program at NYU
Project for class: Interactive Computer Programming
Designed to be used with a mobile device, can be used on a personal computer by clicking and holding, and using the WASD keys. Interact with the white cube to make it snow.
Project for class: Interactive Computer Programming