As a sales and marketing specialist, Barbara works with CCM’s leadership and sales team to create customized presentations and marketing collateral for meetings, events, new product launches, and speaking engagements. She serves as the primary contact for all UN PRI related activities including their annual assessment report along with other impact initiatives, surveys, nominations, and reports. She assists the sales team in creating content for the advisor community through webinars, videos, social media, and customized collateral. She also helps with new hires and the summer internship program.
Barbara joined CCM from Jefferies in New York City where she worked in the Financial Sponsors Group within their investment banking division. She was responsible for analyzing strategic opportunities for private equity clients, including evaluating acquisition and financing scenarios. She transferred into this group after working in human resources at Jefferies as a business partner to investment banking senior management. Prior to that, she worked as a sales associate on the financing desk at Pierpont Securities. Barbara received her B.S. in Economics from the University of Pennsylvania, Wharton School of Business. She was a member of Penn’s Division I Women’s lacrosse team. She holds FINRA licenses: Series 7, 63 & 79.