Amanda Ulczynski Email & Phone Number

Detroit, MI, US

Bloomfield Hills, Michigan, United States

Detroit Metropolitan Area

Relocated to Michigan for my husbands job; I have enjoyed the last two years as stay at home mom to our young son.

Collierville, Tennessee

Co-founded a unique start up that combined a coffee house, craft donut shop, and cafe in a mixed use retail space. Co-wrote the business plan, prepared all documentation necessary to secure business permits and licenses. Successfully negotiated a risk-sharing lease with a 20% lease rate reduction for the first five years. Oversaw the design and completion.

Pittsburgh, Pennsylvania

Maintained existing relationships with more than 100 global institutional investors and worked closely with business development to identify potential new opportunities within these relationships. Development consistent standards of practice for client service functions. Managed client related materials including pitch books, one pagers, marketing decks.

Pittsburgh, Pennsylvania

Built relationships with existing clients by responding to inquiries and questions, compiling client reports and facilitating client reviews. Wrote and edited newsletters and update summaries, participated in the creation of marketing materials, and assisted with planning and budgeting of conferences. Completed RFPs and DDQs, inbound from consultants and.

Pittsburgh, PA

Supported the senior investment and operations team in preparing presentations, client reviews, monthly and quarterly reports, fund commentary and other ad hoc requests. Responded to investor inquiries and questions. Supported marketing by assisting with conference planning, updating and securing input for quarterly newsletter, updating marketing.

Worked with Portfolio Administrators to set up and maintain new client accounts, worked on numerous accounting projects.