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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLEc. PHONE NUMBER AVAILABLEhttps://LINKEDIN LINK AVAILABLESkills and Areas of Expertise:Accomplished professional with expertise in recruiting, talent development, employee relations, marketing, administration, client service, compliance, and operations. Proven leader for executing digital marketing initiatives and establishing direction through data-driven analysis. Ability to partner with cross-functional teams to identify areas of need and implement process efficiencies and communication plans for improvement. Highly adaptable and versatile in managing undefined challenges.EXPERIENCEAERIS PARTNERS Boston, MAJanuary 2021 PresentAeris Partners is a strategic M&A advisory firm that services leading technology companies, private equity investors and venture capital firms spanning a range of high-growth vertical markets. Director of OperationsMember of the leadership team, reporting directly to the COO. Responsible for various firmwide operational functions, including: recruiting and onboarding of talent, information technology and system management, vendor and budget management, digital media and marketing content, strategic data analysis, and addressing the general needs of all personnel on an ad hoc basis. Highly involved in recruiting strategy and execution for Analysts and Summer Analysts, consistently meeting the firms hiring and retention goals of top-tier candidates, and responsible for the coordination and scheduling of our in-house training program, and overall onboarding and acclimation of all interning and hired employees. Oversees the creation and publication of external communications, including: website updates, social media posts and email distributions, and proposes targeted marketing and recruiting strategies based on data analytics. Manages the company website, Constant Contact, Glassdoor, LinkedIn, and Wall Street Oasis platforms and has succeeded in increasing brand awareness and improving content distribution and engagement with current and prospective clients and future recruits, as supported by increased website hits, followers on LinkedIn, posts on company review sites, as well as anecdotal feedback. Member of the Compliance team, involved in assuring FINRA compliance regarding the production, reporting, documentation, and record-keeping requirements for: advertisements and external communications, OFAC Sanctions List searches, employees personal trading activity, gifts and entertainment, and company expenditures. Initiates new vendor research, current vendor reviews and contract renewals, resulting in the hiring of a new IT partner, adoption of scalable technology platforms to improve efficiency and reduce manual error, and assists Accounts Payable with resolving financial discrepancies. Responsible for implementation and user training of new systems, including: COMPLY (fka ComplySci), Constant Contact, Lever, Microsoft Teams, Zenefits, and Zoom Phone, and drives periodic data cleansing within existing systems such as Microsoft SharePoint, the homegrown CRM and local cloud-based network. Acts as point-of-contact for unforeseeable malfunctions and urgent needs regarding IT systems, office supplies, equipment maintenance, and workplace safety and investigating potential preventative measures to be applied both in-house and with providers when possible. Acts as the primary contact for building management and is responsible for firmwide communications, company property and overall office management. Reinforces strong firm culture by coordinating biannual large-scale outings, team building events and morale boosting activities, acknowledging birthdays and work anniversaries, rewarding both professional and personal milestone achievements, and presenting company-branded apparel and merchandise. CADENCE CAPITAL MANAGEMENT Boston, MASeptember 2006 December 2020Cadence Capital served as a global equity manager specializing in investment strategies for institutional investors, fund sponsors, family offices, RIAs, and financial advisors. Cadence was a subsidiary of Pacific Global Asset Management, the asset management arm of Pacific Life Insurance Company, and permanently closed in December 2020. Director of Administration, January 2020 - December 2020 Member of the executive leadership team and reported directly to the CEO. Responsible for various functions, including Director of the client service and administrative teams, as well as leader of digital media and marketing initiatives. Managed employee development, as well as quarterly check-ins and annual performance reviews for direct reports. Liaison for Pacific Life (parent company) regarding vendor/risk management, leadership development, HR benefits, employee relations, and acted as overall firm representative. Partnered with the Investment Team, Marketing/Sales, Admin/Client Service, Compliance, and external parties to develop and implement communication plans and targeted marketing efforts based on analytics data. Oversaw Salesforce and HubSpot operations implementation of both platforms completed under budget and one quarter ahead of schedule. Hosted a Salesforce and HubSpot training webinar for over 100 Cadence and Pacific Life employees which focused on best practices, system functionality and data analysis to improve sales and marketing strategy and execution. Managed the creation and publication of external communications, including: factsheets, newsletters, white papers, pitch books, client presentations, client reporting requests and correspondence, and company website and social media content. Contributed to the design efforts across all marketing disciplines (e.g., copywriting, editing, graphic design, digital marketing or print production) in the delivery of digital and/or physical content. Administrator of the company website and LinkedIn at a company-wide level to increase brand awareness, content distribution and engagement with current and prospective clients. Partnered with Foreside and ACA for marketing content review and GIPS verification to ensure industry compliance standards and the fulfillment of document request lists during SEC examination with successful regulatory results. Member of the Compliance team, managed the completion of mandatory requests such as 13f, 13h, 15c, Form PF, Form ADV, RFPs, DDQs, and general compliance reporting to internal and external parties. Reviewed client account investment guidelines and restrictions, and employees personal trading requests. Primary contact for building management and responsible for all aspects of property management including lease terms, insurance, office furniture, and equipment maintenance. Liaison for Pacific Life regarding vendor reviews, payments and contract renewals with Accounts Payable and Accounts Receivable, resulting in eliminating redundancy and decreasing costs. Coordinated social events and employee recognition for the firm, such as annual outings, team building and morale boosting activities, and milestone achievements. Publications Manager & Operations Specialist, December 2014 December 2019 Managed client accounts at State Street, Northern Bank and Deutsche Bank. Handled daily and monthly account reconciliation, maintained appropriate cash levels, and processed corporate actions to ensure adherence to investment guidelines as well as reporting accurate performance. Entered daily trades and cash flows, and executed periodic rebalances and other trade programs per client or Portfolio Manager directives; also served as backup to Head Trader. Led the process of onboarding of new accounts, including the addition of security restrictions and guidelines to Eze Compliance per investment management agreements. Created and maintained the Operations Procedure Manual, a reference guide for current employees and framework for training of new hires to standardize procedures and ensure workflow efficiencies. Aided in the research and implementation of software, systems and applications for Operations and the firm as a whole, including working with Salesforce to build a customized infrastructure in preparation for the data migration from a homegrown CRM. Served as the internal and external point person for all Axys and FactSet reporting requests for the Operations and Admin/Client Service departments. Managed the creation and publication of external communications, including: factsheets, newsletters, white papers, emails, client presentations, pitch books, and company website content. Reviewed all materials and publications with ACA to ensure compliance with Global Investment Performance Standards (GIPS), handled quarterly GIPS composite presentation updates, and was the firm representative at ACAs Spring 2018 Compliance and Performance Conference in preparation for the 2020 release of GIPS II. Assisted in training new employees, particularly in the areas of Client Service/Marketing and Operations. Coordinator, Client Services, September 2006 November 2014 Supported the planning and implementation of projects related to product marketing, client communications and reporting, and creation and distribution of materials intended to raise brand awareness, obtain new business and increase AUM. Proposed a rebranding package which, upon approval, led to the redesign of templates and updates to current publications and the company website to achieve brand uniformity. Conducted internal and external research to assess content relevance and brand impact to improve both the aesthetics and deliverable product to enhance company image. Led quality checks of all publications by coordinating interdepartmental reviews and amending materials as needed for final approval to meet distribution deadlines. Provided administrative support to Sales/Marketing and Account Management, including the production of materials, quarter-end reporting, scheduling meetings and travel, and T&E management per SEC guidelines. Acted as backup to Administrative Services to support office management and reception duties as needed. APPLICATIONSAdministration: Certify, Concur, Egnyte, Lever, Microsoft Office & Teams, Zenefits Compliance: COMPLY (fka ComplySci), Eze Compliance, Foreside AdCompliance, StarCompliance, Qvidian Marketing: Adobe Creative Suite (Illustrator, InDesign, PhotoShop) Constant Contact, HubSpot, LinkedIn, PageMaker, SalesforceTrading Operations: Advent Axys, Bloomberg, Eze OMS, FactSet, FXAll Website: Webflow, WP Engine (fka WordPress), WixEDUCATIONOhio Wesleyan University Delaware, OhioBachelor of Arts (BA), Psychology and SociologyCERTIFICATIONSMassachusetts Notary Public (Commission expires January 8, 2027) |
