
Results-driven professional with proven success in client engagement and financial analysis. Skilled in risk assessment, Salesforce CRM, and strategic problem-solving. Focused on delivering tailored solutions for middle-market organizations, particularly in the nonprofit and healthcare sectors.
• Generated 30+ meetings through cold outreach, engaging CEOs, CFOs, and General Counsel
• Work with senior brokers on active opportunities, contributing to how accounts are positioned in the market
• Prepare for meetings by researching each organization and identifying potential gaps in coverage or structure
• Participate in client calls and internal discussions around deal strategy and placement
• Focus on middle-market organizations, primarily nonprofits and healthcare entities
• Applied consumer insights to pinpoint shopper behaviors, informing targeted customer campaign implementation
• Developed a comprehensive Shopper Marketing Playbook that includes information on key tactics, vendors, and programs to continue commercialization and education of Shopper Marketing across the organization
• Monitored program performance on receipt-validation platforms, using KPIs and analytic tools to enhance strategies for ongoing improvement