An outgoing, detail-oriented, extremely well organized team player who works well in high-pressure and time-sensitive situations. Skilled at cultivating relationships and balancing individual personality needs with an objective of execution and efficiency. History of objectively mastering, documenting and improving complex operational processes across multiple organizations and software platforms. Experience with training and consulting peers and clients on best practices and trouble-shooting issues as they arise. Seeking a position on a growing team with the opportunity to make a significant contribution. Related Skills: § Proficient with Apple and PC operating § Relationship management and conflict systems. resolution. § Experience with sales data § Conduct and lead educational seminars, management and CRM software (ACT, webinars and one-on-one training Salesforce, Daylite, EnvestNet). programs. § Website construction and maintenance § Creation of marketing and training software (Sharepoint). materials (utilize Adobe InDesign). § Experience with Bloomberg, § Project management and team Morningstar, Portfolio Center; Axys, coordination/leadership. Documentum and Solver § Excellent verbal and written reporting/research tools. communication skills. § Corporate budgeting, financial reporting and auditing.
Member of a three-person consulting team that acts to provide financial guidance on a full range of financial affairs for institutional and ultra-high net worth clients.
Provide advising, relationship management and operational support.
Team responsibilities include: investment policy creation and development; asset allocation modeling; portfolio construction; implementation planning and execution; ongoing portfolio monitoring and performance reporting; ad hoc consulting projects by request.
Prepare and manage research projects and implementation plans.
Prepare meeting materials and documentation of minutes and action items.
Review performance reports and work with analysts to ensure accurate and timely data for clients.
Review and document client preferences and individual servicing processes partnering across the advisory, performance, research, custody and operations teams.
Work with investment strategy team to implement, test and document user instructions for internally and externally developed asset allocation software.
02/2013 to 11/2014
Operations AssociateAdvaoptical – Dallas, TX,
Managed operations for a wealth management firm with $700M+ AUM.
Provided daily trading and investment account maintenance, interfaced with and acted as liaison between internal and external parties.
Trained and onboarded new advisors on web platforms and business processes.
Created and presented training and marketing materials.
Managed relationships with existing advisors and helped resolve conflicts and disputes.
Aided in annual corporate budgeting and tracked department expenses.
Participate don, and kept official records for, various committees to aid in strategic planning and supervision (ie: Investment Committee, Compliance Committee, and M Wealth Advisory Committee).
Aid in annual compliance and regulatory monitoring and filing.
11/2010 to 02/2013
Assistant to Portfolio ManagerLeader Capital Corp – City, STATE,
Provided direct support to the CEO/Senior Portfolio Manager for $600M AUM fund.
Provided operations and trading support to portfolio management compliance and operations teams.
Coordinated and provided daily, weekly and monthly sales data for national sales team.
Other duties include: scheduling company-wide meetings; client calls and correspondence; trading calls and correspondence; managing wholesaler and portfolio manager and expenses; coordinate production of marketing materials through the distribution and compliance approval processes; maintained vast client database.
Recruited, hired and assisted in training new employees.
04/2010 to 11/2010
Contracted Administrative AssistantWelch Recruiting And Consulting – City, STATE,
Provided administrative and client facing support at numerous Portland businesses across the legal,.
finance and sportswear industries.
Exercised the ability to adapt to ever-changing environments.
Learned and documented processes quickly.
Interacted with and adapted to various client personalities.
04/2010 to 11/2010
InternKitzhaber For Governor – City, STATE,
Functioned in a high intensity campaign under the direction of multiple supervisors.
Operated under self-direction, both individually and as a member of a group.
Duties included: Researching and compiling campaign donor information records; extensive use of Microsoft Excel and online research databases; managing event and employee calendar; work campaign social events and appearances; coordination of phone banking and voter education.
Education
Expected in December 2014
Masters of Business Administration: Finance George Fox University - Portland, OR GPA: Finance
Expected in May 2010
Bachelor of Arts: Political Science/Pre Law Lewis & Clark College - Portland, OR GPA: Political Science/Pre Law
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