Allison Oatley Email and Phone Number
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Allison Oatley is a Director Investor Relations and Investment Operations Associate at Highline Management, Inc.. She possess expertise in microsoft office, google apps, office administration, powerpoint, event planning and 11 more skills.
Highline Management, Inc.
View- Employees:
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Director Investor Relations And Investment Operations AssociateHighline Management, Inc.Ann Arbor, Mi, Us -
Director Investor Relations & Investment Operations AssociateHighline Management, Inc. Sep 2021 - PresentNew York, Ny, Us -
Investment Operations AssociateHighline Management, Inc. Jul 2020 - Sep 2021New York, Ny, Us -
Investment Operations AssociateGpb Capital Mar 2019 - Jul 2020New York, Ny, Us• Collect, track and analyze acquisition data to provide strategic counsel to keyexecutives regarding future investments and divestments• Automated quarterly tracking system for receiving and collating related partyquestionnaire data to support critical audit timelines• Collaborate directly with executives and strategy teams to effectuate seamlessintegration of newly acquired portfolio companies• Onboarded a Board management services company and implemented documentproduction and corporate governance procedures -
Senior Executive Administrator To Managing PartnerGpb Capital Feb 2017 - Mar 2019New York, Ny, Us• Reorganized, enhanced and streamlined the Acquisition Committee process startto finish to facilitate efficient decision-making• Successfully prioritized and coordinated tasks, follow ups, schedules anddeadlines to manage the scope and completion of various projects across the firm• Managed multiple cross-functional calendars using Outlook and coordinatedweekly travel arrangements, and prepared and processed Concur expense reports -
Equity Sales AssociateSeaport Global Holdings Llc Jan 2015 - Feb 2017New York, Ny, Us• Provided executive administrative support to the Head Event-Driven Strategist• Interpreted complex legal merger agreements to create clear, concise overviews utilized by a distribution list of 500+ external and internal recipients• Strategically analyzed an average of 12 potential mergers worth at least $1 billion per month, providing advice on all merger aspects (e.g. product overlaps, market shares, potential divestitures needed) and likelihood of deal completion• Developed, implemented, and maintained desk’s tracking system through extensive custom Excel spreadsheets, saving .4 FTE/week• Doubled desk sales coverage by directly advising 8 clients daily of risk and reward analysis on potential mergers; continue to grow personal and desk client base• Increased volume of incoming orders 20% by recruiting new clients and further developing existing relationships via in-person meetings 3 times per week• Scheduled and organized all meetings, events, and conference calls; manage and maintain busy calendar using Outlook• Coordinated domestic and international travel arrangements and itineraries for the entire department; prepare and process related expense reports; travel with Head Event-Driven Strategist as required -
Operations AssociateSeaport Global Holdings Llc Oct 2012 - Dec 2014New York, Ny, Us• Efficiently coordinated with clearing agency to ensure 150+ trade settlements per day keeping the firm’s $100 million revenue book flat• Provided detailed coverage and managed progress throughout the entirety of the 1-3 day trade lifecycle, combining middle and back office responsibilities• Facilitated daily communication with clients and traders regarding individual order details, worth up to $2 million each, to keep the firm compliant with security regulations -
Office CoordinatorSeaport Global Holdings Llc Jan 2012 - Oct 2012New York, Ny, Us• Planned and executed 7 successful company events on a budget, including off-sites, outings, and parties with an average of 100+ attendees• Developed seamless process for booking and monitoring travel for the entire firm cutting in half the number of required steps• Assisted the HR department with onboarding new hires and reorganized the employee filing and tracking systems to create a smooth transition during the firm’s expansion -
ReceptionistSalon In The City Jun 2011 - Sep 2011• Managed calendar, and appointment booking, for 10 stylists• Greeted and assisted clients; managed cash register• Organized inventory, arranged interior, maintained cleanliness of working spaces
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Bartender, Barista, HostessCafe Zola Aug 2010 - Aug 2011• Organized floor-plan, assigned wait staff to appropriate tables, bussed and served tables and bar• Trained 15 new employees, both wait staff and hosts; balanced cash register after every shift• Mixed up to 40 cocktails, 15 coffee drinks, including latte art; knowledgeable of 200-bottle wine list and full menu, including brunch, lunch and dinner
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Summer Camp CounselorYmca Storer Camp Jun 2006 - Aug 2010• Created and ran unique outdoor programming for up to 60 children at once, implemented 2-week long yoga class, nail art and design, and soccer tournament• Planned, organized, and led off-site camping trip to Sleeping Bear Dunes National Park• Communicated effectively with parents and directors
Allison Oatley Skills
Allison Oatley Education Details
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Albion CollegeMolecular Biology
Frequently Asked Questions about Allison Oatley
What company does Allison Oatley work for?
Allison Oatley works for Highline Management, Inc.
What is Allison Oatley's role at the current company?
Allison Oatley's current role is Director Investor Relations and Investment Operations Associate.
What is Allison Oatley's email address?
Allison Oatley's email address is ao****@****cap.com
What is Allison Oatley's direct phone number?
Allison Oatley's direct phone number is +173471*****
What schools did Allison Oatley attend?
Allison Oatley attended Albion College.
What skills is Allison Oatley known for?
Allison Oatley has skills like Microsoft Office, Google Apps, Office Administration, Powerpoint, Event Planning, Customer Service, Social Media, Research, Fixed Income, Bloomberg, Management, Social Networking.
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