Orchestrated preparation of comprehensive meeting notes
Engaged in cross-functional collaboration to streamline operational processes, thereby fulfilling organizational goals with enhanced efficiency.
Assisted attorneys in meticulous gathering and organization of data for prospective new clients (PNCs), enhancing client acquisition strategies.
Dispatched meticulously curated Welcome Packet folders to engage and inform prospective new clients.
Authored team biographies for Carolina Family Estate Planning website, contributing to firm's online presence and credibility.
Lead Legislative Advocate
Alzheimer's Association
01.2023 - Current
Kept up-to-date on case progress by frequently reviewing records and reporting findings to clients.
Compiled documentation, ensuring accuracy and detail for legal briefs, responses to opposing counsel, motions to court and trial exhibits.
Successfully communicated with Congresswoman Deborah Ross to sign on as a co-sponsor for the Comprehensive Care for Alzheimer’s Act in the 118th Congress.
Met with Alzheimer’s Association grant specialist proposing technological advancements in Alzheimer’s applications; proposed 20-page business plan.
Business Analyst
180 Degrees Consulting
09.2023 - Current
Interacted with internal customers to understand business needs and translate into requirements and project scope.
Collaborated with stakeholders to define project objectives and criteria.
Performed gap analysis to identify areas of improvement.
Led consulting projects focused on scaling impact for nonprofit clients, employing frameworks like SWOT analysis and logic models.