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. Oversaw new client set-up; tracked and reported client cash flows, performance and other analysis and communication Ensured 100% of client materials met regulatory standards and customer and company requirements Proposed and implemented process improvements for better execution, including standardizing and automating marketing materials  Supported colleagues by staying current on market/industry trends and performance drivers

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. Oversaw new client set-up; tracked and reported client cash flows, performance and other analysis and communication Ensured 100% of client materials met regulatory standards and customer and company requirements Proposed and implemented process improvements for better execution, including standardizing and automating marketing materials  Supported colleagues by staying current on market/industry trends and performance drivers

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 winning $2.6 billion of global assets in 2009 Instrumental participant in a quality project to reduce sales presentation delivery time by 53%  Built prospect and client relationships by organizing and actively participating in finals presentations  Collaborated with all GEAM departments to ensure most accurate, timely RFP responses

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 the short-term trading desk; results decreased the amount of manual testing for compliance analysts and reduced cycle time of trade entry for the Portfolio Managers  Part of a cross-functional team which created a client on-boarding process that reduced cycle time and increased data accuracy

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 improvement project that yielded repeatable and consistent process while minimizing operational risk Worked with IT team to design a single trading platform for Fixed Income Securities