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 of the build-out. Researched and purchased all of the equipment, supplies and inventory. Successfully hired 15 employees.

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, client reports, and other ad hoc materials. Worked closely with operations on fund reporting and onboarding process for all new clients. Worked with legal and investment teams on creating and tracking fundraising materials including PPMs and subscription documents. Worked with compliance to ensure all client facing and fund-related materials were compliant with regulatory and industry standards. Designed and implemented the SalesForce CRM for investor relations/client service, and business development, and collaborated with the operations team on Investran and SunGard reporting systems.

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 business development team, and searched industry publications and sites for potential RFPs. Participated in the fundraising process, including fund presentations, one-pagers, subscription documents, and PPMs. Maintained the client database, online reporting site and prospecting database.

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 materials, completing and tracking RFPs. Also maintained the client database, online reporting site and prospecting database.

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