Summary
Overview
Work History
Education
Skills
Work Availability
Affiliations
Languages
Websites
Interests
Timeline
ProjectManager
Katharine Farrar
Open To Work
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Katharine Farrar

Raleigh,NC

Summary

Relationship-driven account management professional who builds lasting partnerships by genuinely investing in customer success. Known for earning trust quickly, deepening engagement over time, and identifying growth opportunities that benefit both the client and the business. Brings experience managing portfolios of 400+ accounts and leading large-scale constituent engagement programs across domestic and international markets, leveraging CRM tools to stay close to every relationship, and working cross-functionally to ensure customers feel supported at every stage. Equally comfortable as a strategic advisor and a hands-on problem solver — and motivated by the long game of turning satisfied customers into loyal, expanding ones.

Overview

15
15

Years of professional experience

4
4

Years of liberal arts education

Work History

Director of Alumni Chapter Programs

Washington and Lee University
Raleigh, NC / Lexington, VA
12.2023 - Current
  • Lead alumni chapter strategy across 75+ domestic and international chapters, overseeing 200+ annual programs and networking initiatives.
  • Direct end-to-end program execution including budgeting, marketing, logistics, and post-event evaluation with internal and external stakeholders.
  • Manage and mentor the Assistant Director of Alumni Chapter Programs and provide strategic operational guidance.
  • Build and sustain relationships with alumni volunteers, donors, corporate and campus partners.
  • Develop and track annual goals and engagement benchmarks to inform program improvements and outreach strategies.

VP, Investor Relations / Operations Manager

Fulton Peak Capital
Raleigh, NC
05.2023 - 10.2023
  • Managed investor relations workflows for 900+ prospective and active investors using CRM platforms.
  • Designed investor stewardship and property marketing strategies to improve leasing performance.
  • Planned and executed investor, broker, and company networking events and off-site engagements.
  • Edited and distributed quarterly investor communications summarizing financial and asset performance.
  • Built investor profiles, marketing materials, and presentation decks for meetings and growth initiatives.
  • Enabled employees to access the resources and support needed to execute objectives within their role.
  • Facilitated company-wide communication on project updates, operational priorities, and key calendar activities to maintain alignment and visibility.

Client Manager, Private Client

Marsh McLennan Agency
Raleigh, NC
12.2020 - 05.2023
  • Managed a portfolio of 415+ private clients representing 700+ lines of coverage, serving as primary point of contact for all account needs and renewals.
  • Conducted annual client reviews to proactively identify coverage gaps, strengthen retention, and deepen long-term account relationships.
  • Re-marketed 250+ policies during a major carrier market disruption in 2021, maintaining client trust and continuity under significant pressure.
  • Generated new business through referrals and relationship-led networking, contributing to consistent portfolio growth.

Personal Account Manager

Bagwell & Bagwell Insurance
Raleigh, NC
07.2020 - 12.2020
  • Supported management of 1,200+ personal lines clients and 3,800+ active policies.
  • Prepared quotes for new and renewal business and supported upsell initiatives.
  • Acted as a client advocate during claims processes and carrier communications.

Assistant Director of Annual Giving & Special Programs

Episcopal High School, Alexandria, VA
Alexandria, VA
06.2018 - 07.2020
  • Cultivated relationships with alumni, parents, and stakeholders to support fundraising goals.
  • Contributed to a $3.5M Annual Fund strategy including donor segmentation and volunteer management.
  • Led the Young Alumni Leadership Program and coordinated engagement events and initiatives.

Alumni Programs Officer

Episcopal High School, Alexandria, VA
Alexandria, VA
06.2016 - 06.2018
  • Managed fundraising, volunteer engagement, and stewardship initiatives for 20+ graduating classes.
  • Led alumni engagement programs focused on long-term philanthropy and participation.

Earlier Experience

Various
07.2011 - 05.2016

• Marketing Manager, Play4TheCure | National Foundation for Cancer Research — managed corporate sponsor relationships and fundraising campaigns via Salesforce and Google AdWords
• Office & Operations Assistant | FD Stonewater LLC — supported business development, client outreach, and financial reporting across brokerage and marketing teams
• Staff Assistant, Office of the Majority Leader | U.S. Congress — managed high-volume front desk operations and administrative functions for a congressional office
• Associate Producer | Univision Deportes — produced live broadcast content under tight deadlines across news, graphics, and video teams

Education

Bachelor of Arts - Spanish and Education

Washington And Lee University
Lexington, VA
09.2007 - 06.2011

Skills

  • Stakeholder & Client Relations
  • CRM Analytics & Performance Reporting
  • Relationship Building
  • Business Development Initiatives
  • Cross-functional Program Leadership
  • Strategic Planning

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Affiliations

  • Community Volunteer Leader, Episcopal Youth Community, Christ Church Episcopal, Raleigh, NC (current)
  • Alumni Admissions Representative, Washington & Lee University (current) — interview prospective students and provide insights to admissions team
  • Athletics Committee Member, Washington & Lee University (2021–2023) — advised on student-athlete experience and program development
  • Former Director, Episcopal High School Young Alumni Leadership Program (2018–2020) — designed volunteer engagement and leadership development model for recent graduates

Languages

Spanish
Full Professional
English
Native or Bilingual

Interests

Athletics

Cooking/Baking

Live Music

Puzzles

Needlepoint Work/Crafts

Family

Documentaries

Traveling/Exploring

Timeline

Director of Alumni Chapter Programs

Washington and Lee University
12.2023 - Current

VP, Investor Relations / Operations Manager

Fulton Peak Capital
05.2023 - 10.2023

Client Manager, Private Client

Marsh McLennan Agency
12.2020 - 05.2023

Personal Account Manager

Bagwell & Bagwell Insurance
07.2020 - 12.2020

Assistant Director of Annual Giving & Special Programs

Episcopal High School, Alexandria, VA
06.2018 - 07.2020

Alumni Programs Officer

Episcopal High School, Alexandria, VA
06.2016 - 06.2018

Earlier Experience

Various
07.2011 - 05.2016

Bachelor of Arts - Spanish and Education

Washington And Lee University
09.2007 - 06.2011