Alicia C. Email and Phone Number

Primarily reviews financial advisor teams’ strategy/ies with assets over $100M/strategy. • Reviewed and analyzed qualified plans of financial advisors to be approved into our SCOR Program using metrics such as dispersion, alpha, beta, 1-year net, 3-year net, volatility, efficiency & jitter scores• Once in SCOR program, deeper dive of strategy/ies presented using Aladdin and Lydia tools for peer comparison, benchmarks, strategy positioning on top holdings, and scorecard with YoY performance with benchmark, JPN trading entitlements• Presented outcome to PM and financial advisor teams • Analyzed YoY and MoM metrics for fixed income assets in various categories

Reporting and analytics for 62 Graystone Financial Advisor Teams presented to upper level management for eligibility.• Financial Wellness Reporting included tracking reservations, pipeline, and wins for each Graystone Team• Senior Investment Consultant (SIC) Designation determined annual eligibility included waterfall charts showing number of SICs that met requirement for reservations, institutional assets and revenue, and wins• Top Team Ranking Reporting outcome determined which teams are not meeting requirement and need follow-up• Quarterly Review Reporting that was included in town hall meeting performance• Weekly Reporting to top echelon on flow activity that was tracked daily• Created a tableau dashboard with flow activity by team, type, and sponsor for 62 Graystone Teams

Primarily determines the cost of a new or existing client by running economics, analyzing cost objects, and volume of services through excel modeling. Works with product strategy and client teams to develop pricing analyses and recommendations for client negotiations. Models complex fee and repricing scenarios as part of these discussions. Collaborates with cross-functional business partners in pricing strategy meetings. Serves as Subject Matter Expert and point of contact for Multiple Employer Plans (MEP) Combined Pricing and RFPs• Participates in collaboration to make instinctual and strategic decisions on the appropriate model cost that is delivered to the Relationship Manager and/or Sales Director• Identifies the drivers of costs, and models the changes to those drivers across multiple scenarios• Translates model cost and price data for strategic positioning and upper-level management decisions on the most competitive price that is delivered to clients• Analyzes cost drivers and communicates any client inefficiencies to internal field to relay to clients• Responds to sales and product strategist questions regarding appropriate and comparable price level• Provides one price for MEPs, clients totaling $1B+ in assets under management – an extremely complex process/calculation• Communicates analysis and insight with storyboards on client’s economics, contributing to variance discussions across organization• Collaborates with team, planning and executing on longer-term strategic pricing projects Key Achievements• Recognized as a top performer • Completed and won RFPs for as small as $5M and up to $4B assets under management • Maintains and Co-Develops an audit-proof log system for request assignments with metrics and robust reporting deliverables seen at executive levels – used in dashboards• Selected for and provided formal training session for new Relationship Managers on pricing processes

Conducted auditing and healthcare eligibility verification for entire companies and their employees. Conducted Dependent Eligibility Verification. Complied with ERISA, COBRA, and SOX. Participated with cost recovery

Scanned and edited textbooks for students with disabilities. Created cost-effective procedure that increased turn-around times to help waiting students. Researched alternative methods for cost savings. Kept abreast on legal issue regarding publishers vs. Google and Yahoo. Compiled financial spreadsheet using NPV comparing two methods of achieving deliverables for this position. Created PowerPoint presentation and a budget analysis for board and director. Trained students on the new technology and created a Statement of Procedure document

Coordinated Leadership events hosted by the Chamber. Developed professional experience and networked with business leaders in a professional business setting. Designed Chamber Foundation’s database and maintained and updated records

Constructed graphs and analysis based on information from satellites and observatories. Created text file programs, followed to produce analysis. Analyzed, edited, and formatted data for graphs and charts. Partnered in publishing book with all work sent to different government agencies for research