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M.R. (Boston, MA)

  • Client Relationship and Engagement professional with 20+ years experience in financial services and community partnership development.
  • VP Engagement and Relationship Management at fintech company for retirement benefits, successfully driving client support and revenue growth through strategic partnerships and client servicing.
  • Associate Director of Outreach and Education at a higher education financial agency, enhanced partnerships and brand awareness, provided guidance on college and financial aid, and managed outreach for ABLE Savings Plan.
  • Business Co-Owner of a catering company, utilizing social media strategy to increase clientele, enhance customer experience, and expand to 2 locations.
  • BS in Communication Studies from Emerson College; concentration in Marketing Communications/PR; Member of USA 500 Clubs Special Needs Collaborative.

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