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Professional

fearless facilitator

THE SHORT OF IT

I received my Bachelor of Science in Management from the University of North Carolina at Asheville, and soon after took my first ever full-time position in New York City. After a year as a Workforce Development Instructor, I spent two years at The Financial Clinic as their Manager of Capacity Building. In both roles, I was able to lead workshops and show off my theater chops and love of learning. Throughout 2017, I spent time focusing on challenging myself (50-day Outward Bound Instructor Development Course), building family relationships (care taking for my niece for the summer, helping my mom after she broke her ankle, and getting married), and striving to find a work-life-volunteer balance. 

My most recent full-time gig was as a Customer Success Manager for Zinc Learning Labs, while also providing implementation support for the test prep classes that its sister company, Zinc Educational Services, runs with partner schools throughout New York City. Currently, I live and work in Portland, OR.

THE LONG OF IT

In my Customer Success Manager Role at Zinc Learning Labs, my goals were to increase customer engagement, nurture yearly renewals, and help our customers find success in using our product. I've been able to brush up on my partnership management skills and customer service/technical support chops. My favorite part of this role was breaking down what implementation, onboarding, and support should look like to improve the customer experience and keep them coming back every day.

In a perfect world, I would love the majority of my paid time to be consumed with outdoor education, leadership, and stewardship. In April and May 2017, I participated in a 50-day Outward Bound Instructor Development Course in Oregon. This course will left me with a Wilderness First Responder Certification and extensive training and experience in leading outdoor activities. I got practical opportunities to test out my existing skill set - facilitation, training, and group management - in a new setting. I gained greater confidence in my outdoor leadership, particularly for dealing with back country emergencies, emphasizing safety, and Leave No Trace methods. In June 2017, I facilitated outdoor leadership workshops for the Appalachian Mountain Club (AMC) focused on topics like situational leadership, working with the group life cycle, leader decision-making, and accident scene management. In May 2018 I was honored to be the Lead Facilitator for that same outdoor leadership weekend. I've also had a blast being the Conservation Committee Chair for the AMC since March 2017 and am sad to give up my role now that I'm moving to Portland, OR in July 2018.

I joined The Financial Clinic team in January of 2015, and enjoyed a productive and educational two years with their excellent team. The Financial Clinic is a non-profit organization that builds the financial security of America’s working poor through one-on-one financial coaching, advocacy, and providing capacity building services through its online financial coaching platform, Change Machine.  As Manager of Capacity Building, I developed new partnerships and helped partners implement financial security strategies and Change Machine into their day-to-day work through training and technical assistance.

I created curricula and training materials on financial security topics like resource planning, banking optimization, credit report advocacy, identity theft, student loans, and year-round tax planning. In my time at the Clinic, I facilitated virtual and in-person trainings for hundreds of social and human services practitioners, advocates, and managers. I have provided technical assistance for over two-dozen organizations across 18 states and 5 countries. 

My first experience with direct social services work was as a Workforce Development Instructor at The Doe Fund, a New York City non-profit organization that helps previously incarcerated and homeless men to achieve independence and self-sufficiency.  My work included designing and facilitating training and orientation curricula for staff and clients on topics such as diversity awareness, sexual harassment, financial management, customer service, and computer literacy.

In the spring of 2016, I completed the Fellowship for Emerging Leaders in Public Service (FELPS), sponsored by New York University’s Robert F. Wagner Graduate School of Public Service. FELPS is a rigorous bi-weekly leadership program at NYU Wagner’s Research Center for Leadership in Action to enhance leadership and management skills, engage in discussions with high-level public service executives, develop a career plan, and build a cross-sector leadership network.

I've also aimed to incorporate financial security conversations into my personal passions as well - particularly the arts.  In Fall 2016, I presented at Artist As Citizen, a conference hosted by Artists Striving to End Poverty at Juilliard. I facilitated an interactive workshop about personal wealth for young artists - exploring the idea that setting goals and creating action plans (including spending plans a.k.a. budgets) can help artists better sustain their art.

I received my Bachelor of Science in Management from the University of North Carolina at Asheville. While attending UNC Asheville, I was the Financial Vice President of the Epsilon Psi Chapter of Gamma Phi Beta and volunteered with my chapter’s philanthropic partner, Girls on the Run, as a running buddy. I also participated in a many activities hosted by the Beta Gamma Sigma, Rho Lambda, and Omicron Delta Kappa Honor Societies. When taking a break from academics, I designed and created costumes for student-produced theatrical productions, sang in the Jazz Choir, and volunteered at the local hospital. Today, I continue to enjoy sewing, singing, playing ukulele, hiking and backpacking.