Andrea C. Email & Phone Number

New York, New York, United States

Market Intelligence, distribution products (BrightScope, Local Market Share, Discovery Data). Train clients in how to use the user interfaces. Data in the UI includes retirement plan information from Form 5500's, advisor contacts (sourced from Discovery Data), Sales Reporting, Consortium data, and Morningstar and Lipper data. Strengthen relationships with new and existing clients through proactive outreach activities. Achieved near complete retention of all my clients with the product. Help client uncover new applications and use cases, and look for cross-sell opportunities to bring to the attention of the Account Directors. Respond to customer inquiries, tracked in Salesforce and JIRA, and act as primary liaison with customers for custom cuts of data. Created and maintain PowerBI report that monitors use and engagement statistics for all Market Intelligence products, to show Heap usage stats, account ownership, run rate, contract due dates, etc. Work closely with managers, product strategy, implementation, sales and marketing departments to share client needs with relevant stakeholders. Manage customer expectations around product capabilities and needs.

Tarrytown, New York, United States

Use Excel to compute quarterly AUM totals and breakdowns by client, manager, equity style, and asset allocation. Make graphs and charts to compare manager performance data, AUM changes, account and relationship allocation changes, and pricing. Support Investment team with one-off client requests for research and data. Organize office documentation on shared company drive, like Investment Policies, Quarterly Manager Fact Sheets, etcetera.

Rye, Ny

I taught Spanish to students ranging from 6th to 12th grades, with skills ranging from very beginning levels through high level conversation. Worked with student OPIs, developed games on Smartboard to play with small classes, and used movies, newspapers and novels to engage the highest level students. I was also a long-term (4 months) substitute teacher at RCDS from Sept 2012-Dec 2012, teaching Spanish to 5th and 6th grade students. Used picture-based method with 5th graders based on SymTalk, and developed lessons and communicative practice exercises based on that system. Used technology, arts and crafts, as well as project-based learning to help students learn basic vocabulary in 5th and 6th grade. I was a long-term Spanish substitute Jan - April 2013, and also 2016-18 at RCDS, sometimes daily, sometimes for longer stints, as needed.

Bronx, Ny

Taught Spanish part-time to 5th and 6th grade students. Made visuals and manipulatives, played games and made skits with the class. Focused on basic vocabulary with the 5th grade classes, and by the end of 6th grade the students achieved a basic level of Spanish conversation. Was assigned a mentor my first year, with whom I met weekly. I adopted a second informal mentor my 2nd year.

New York, New York

Co-created a program ("Latin American Portfolio Program") with the head of the Credit Dept, which assigned loanable value to certain investments with Latin American country risk associated with them. Monitored the liquidity of the underlying instruments and the perceived country risk, and developed a database to compute dollar amount of risk and percentage of exposure to each country. Worked with bankers to create opportunities to use the program, and walked them through the pricing. Moved into Know Your Client (KYC) for the last 3 years' worth of my banking career, translating Spanish files to English to determine source of wealth of various clients. Met with bankers to instruct where the files need more information on underlying wealth accumulation, and helped bring the files up to the new standard of transparency.

Master'S Degree, International Business And Economics

Bachelor'S Degree, Double Major: French And Communication

Activities and Societies: University Chorale

Preliminary Professional Teaching Certificate, Spanish Gr 5-9, Middle School Education