EXPERIENCE:

ALLIANCEBERNSTEIN L.P., New York, NY Feb 2004 - April 2010

Senior Associate - Consultant/Client Relations Sept 2008 - April 2010
* Partnered with Managing Director of Consultant Relations group to conduct a th
orough analysis of firm's RFP activity, Meeting activity, and AUM exposure to in
vestment consultants in an effort to help the team better focus their time and e
fforts
* Partnered with Global Head of Sales to conduct a competitive analysis of firm'
s value portfolios for 1-, 3-, and 5-year periods to determine where they would
have ranked if excluding 2008 when value factors went unrewarded
* Conducted correlation analyses of various portfolios in different market cycle
s to help explain their behavior in the anamolous market environment of 2008
* Hosted and attended consultant and client meetings, sent out meeting notes hig
hlighting key issues, and determined/enacted follow -up action items; was instru
mental in helping the firm retain multiple clients particularly following the su
bprime crisis of 2008
Associate - Consultant/Client Relations Jan 2006 - Sept 2008
* Served as point of contact for investment consultants seeking information on f
irm's Equity, Fixed Income, Defined Contribution and Alternatives platforms
* Serviced advisor's $2 billion base - involved reporting, compliance, cashflows
and responding to ad hoc requests in a timely and efficient manner; remained co
gnizant of client's overall objectives, asset allocation plans, and any investme
nt news that affected them directly
* Acted as liaison between firm's investment professionals and clients/consultan
ts; prepared and provided firm's senior professionals with relevant materials an
d information for meetings in a timely and accurate manner
* Developed trust-based relationship with Consultant Relations Director and inte
rnal investment professionals as well as outside client/consultant contacts
Senior Associate - RFP Group Jan 2005 - Jan 2006
* Edited and wrote new RFP language for the firm's in-house database
* Maintained firm's personnel file which was vital for external clients in deter
mining stability of firm's investment professionals
* Was looked upon to provide guidance for newer members of the team
Associate - RFP Group Feb 2004 - Jan 2005
* Responded to requests for proposals for prospects interested in firm's equity
and fixed income products; was integral in the firm's winning of new business (C
alPERS' international growth equity mandate, Bank of Korea's international bond
mandate)
* Developed extensive knowledge of firm's growth equity product platform.
EDUCATION:
INVESTMENT BANKING INSTITUTE, New York, NY May 2010 - Present
* Completed an intensive course on financial analysis, valuation methodologies a
nd advanced financial modeling
* Performed company valuations utilizing (i) comparable public company analysis,
(ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analy
sis
* Built fully-integrated financial statements projection model, LBO model, accre
tion/dilution merger models, including ability to run operational and capital st
ructure sensitivities within models
* Worked with Ashish Kohli, visiting professor at Kellogg University, to help wr
ite and edit his book Interview for Wall Street
BOWDOIN COLLEGE, Brunswick, ME May 2003
Bachelor of Arts in English Literature
* Played women's rugby for school intermural team
ADDITIONAL INFORMATION:
* CFA Level 2 candidate - June 2011
* Professional Licenses: Series 7, Series 63.
* Proficient in Office Package: Microsoft Word, Microsoft Excel, Microsoft Power
Point, Microsoft Outlook Express
* Volunteer, Little Sisters of the Assumption Family Health Service
* Other interests: traveling, billiards, bowling, crossword puzzles, brainteaser
s