Abigail Gabrielse Email & Phone Number

Boston, Ma

Company management team member. Created new business strategy evaluation, decision, and implementation procedures. Wrote post-pandemic return to office plan and other HR policies. Reorganized the reporting structure, departmental responsibilities, and individual job descriptions for the company. Oversee advisor business directly through custodians. Ensuring clear lines of communication within the company. Managed the Marketing Team on top of other responsibilities during a vacancy. Hiring. Interdepartmental communication and problem solving.

Boston, Massachusetts, United States

Project Manager for new line of business--enabling advisors access to sub-advisory services directly through custodians (vendor assessment, interdepartmental procedure creation, advisor communications, operational pipes with multiple custodians, contract development); created best execution and trade rotation polices for the investment committee, drafted a cybersecurity manual with IT

Greater Boston Area

client management: develop client management process, oversee relationship managers,project management: oversee the implementation of new investment products, liaise with partner company to setup operational links, develop marketing plans, improve marketing workflowediting: edit research papers, marketing brochures, correspondence, etc.technical writing: create and maintain software manuals, present new feature presentationsmarketing writing: draft brochures, website copy, flyers, and presentationsfinancial compliance: leading GIPS efforts, co-wrote compliance manual, liaise with legal counsel, performance disclosures, ushering marketing materials through FINRA

workflow analysis, technical writing, project management

taught ESL in China, ran the English library

Ab, History

Activities and Societies: InterVarsity (HRCF), Program on Negotiation, Harvard Student Agencies, Philips Brooks House Association

Mat, Education

While I was teaching in China, I took education classes in the summers and via correspondence to earn a Masters in Teaching.