Requests
8
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Work Background
Kurfist Consulting LLCFounder
Jan. 2025New Jersey, United States
Rutgers Business SchoolAdjunct Faculty Instructor
Jan. 2025Newark, New Jersey, United States
Hanover ResearchHigher Education Senior Research Advisor
Feb. 2020 - Jan. 2025Arlington, Virginia• Expand product offerings including the creation or augmentation of seven brand-related reports (including two new surveys) for the existing suite of marketing offerings and the design and implementation of a workshop focused on integrated brand strategy.
• Influence new business and client renewals by serving as a content expert for prospective and at-risk partners building excitement and a custom research agenda designed to meet their needs in areas including marketing and advancement.
• Develop Diversity, Equity, and Inclusion related research offerings including a diagnostic survey instrument as part of a three-project DEI Audit as well as the design and implementation of a four-part workshop series culminating in the creation of a DEI strategic plan.
• Establish and manage a relationship between Hanover and National Student Clearinghouse providing access to actionable data and increasing the value of current research offerings for new and existing higher education partners.
• Spearhead the creation of a two-year college focused sector within Hanover’s higher education practice including the design and implementation of a quarterly Community College Executive Roundtable series.
Hanover ResearchContent Director, Higher Education
Aug. 2018 - Feb. 2020Arlington, Virginia• Managed the execution of market research projects for a portfolio of over thirty higher education partners using methodologies including secondary, qualitative, and quantitative research.
• Identified unique needs in areas - including but not limited to - academic development, enrollment management, student success, advancement, and marketing and translate them into well-defined research requests while effectively communicating and explaining Hanover’s methodologies and findings to partners.
Old Dominion UniversityDevelopment Research Intern
Jan. 2018 - May. 2018Norfolk, Virginia Area
Old Dominion UniversityGraduate Assistant, Department of Educational Foundations & Leadership, Darden College of Education
Jun. 2016 - Aug. 2018Norfolk, Virginia
Old Dominion UniversityMarketing Director, Academic Perspectives in Higher Education
Jun. 2016 - May. 2018Norfolk, Virginia Area• Update the mission, vision, and strategy of the ODU Darden College of Education Academic Journal to reflect an innovative direction under new leadership
• Produce and enact a marketing strategy to recruit new editors and increase the frequency and quality of article submissions
• Recruit and train copy editors for the Spring 2017 issue/train the incoming Copy Editor Manager
Needham & CompanyVice President, Non Deal Roadshow
Feb. 2015 - May. 2016Greater New York City Area• Identified existing and potential corporate access opportunities and aligned them with corporate and institutional client interests to build awareness of the Needham brand and core competencies.
• Advanced corporate relationships and advised internal/external investor relations officers of their company/client’s opportunities through the creation and use of marketing and pitch materials.
Fountain HouseDirector Of Special Events
Feb. 2014 - Dec. 2014Greater New York City Area• Executed yearly fundraising and cultivation events including invitation design, guest list management, vendor negotiations, production of event materials and post event analysis
• Analyzed fundraising event data to determine the return on investment and future potential of each event while identifying trends in attendance and giving history
BMO Capital MarketsVP, Head of US Equity Marketing
Sep. 2012 - Feb. 2014Greater New York City Area• Managed the daily activities of the 3 members of the US Equity Marketing team including assigning project responsibilities, training on new systems and procedures and liaising with upper management on the goals and progress of the team
• Increased efficiencies among the US Equity Marketing and Global Equity Marketing Teams (including Canada and Europe) through standardization of procedures, role reallocation and improvement of technology functionality and usage
UBS Investment BankAssociate Director, Corporate Roadshow Specialist
Jul. 2010 - Aug. 2012New York, NY• Organized logistics for all categories of Roadshow including Deal and Investor Relations Roadshows for Equities and Fixed Income products
• Negotiated all external venue contracts to ensure the receipt of the best prices and services available for each particular event, and thoroughly check all BEOs and invoices
Kelley Executive PartnersMarketing Intern
May. 2008 - Aug. 2008Bloomington, Indiana Area• Served as Chair of the Marketing and Materials Committee which included the implementation of new course materials, participant gifts and other branded items
• Designed and oversaw the first stages of the creation of a new brochure and website that initiated the ongoing revitalization of all marketing materials
Kelley School of Business at Indiana UniversityGraduate Assistant
Sep. 2007 - May. 2009Bloomington, Indiana Area• Collaborated with an undergraduate Marketing Professor on the enhancement of classroom materials
• Researched competitive intelligence and recommended changes in order to improve the quality of the Kelley School of Business Financial Aid Website
Bear, Stearns & Co. Inc.VP Roadshow Coordination
Feb. 2005 - Jul. 2007New York, NY• Coordinated logistics for all Bear Stearns Lead Managed Equity Roadshows
• Oversaw branch office scheduling and travel reservations in the US and worldwide the purpose of creating daily Roadshow schedules
Bear, Stearns & Co. Inc.Compliance Paralegel
Jul. 2003 - Feb. 2005New York, NY• Maintained the Bear Stearns Watch and Restricted List and reviewed Equity and Fixed Income research reports for potential conflicts of interest
• Conducted daily trade surveillance for all trades to investigate potential insider trading
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