Anna Marini-White Email & Phone Number

New York, New York

Recruited to the firm to produce and distribute client reports and client meeting presentations. Owned by BNY Mellon, Insights Investment is an autonomous asset manager with over $40B in AUM.

Supported Institutional and Intermediary sales forces, client relationship managers and consultant relations team. Managed the delivery of sales and client support materials, including portfolio reviews, sales presentations, and ad hoc reports. Responsible for providing additional support in both the client on-boarding and client management processes..

Supported Institutional and Intermediary sales forces, client relationship managers and consultant relations team. Managed the delivery of sales and client support materials, including portfolio reviews, sales presentations, and ad hoc reports. Responsible for providing additional support in both the client on-boarding and client management processes..

Promoted to direct sales and marketing support for Europe, Middle East and Africa (EMEA), Asia, U.S., Canada & consultant relations sales teams. Coordinated with portfolio managers, product managers and senior leadership to create dynamic client meetings. Reviewed requests for proposals (RFPs), presentations and ad hoc data requests.  Key member of team.

Ensured Portfolio Management and Trading departments adhered to client specific guidelines. Performed client account reviews, researched issues and reported summary findings to senior leadership and external clientele.  Key member in implementation initiative for new trading system  Led project to reduce the amount of erroneous compliance violations for.

Acquired an in depth understanding of Fixed Income securities. Oversaw trade settlement for clients, accounting and custody banks. Trained and managed two new members.  Facilitated over $2.8B in overall growth for the cash strategy Coordinated and supervised funding of new account; settled over $1.1B in ABS securities and short-term securities Led.