Mark Araujo Email & Phone Number

District Of Columbia, United States

Washington, District Of Columbia, United States

Washington D.C. Metro Area

N.W., Washington, DC

• Supports over 90 Relativity workspaces and their users.
• Conducts and assists in management of Relativity Assisted Review (RAR) projects.
• Provides focused training on batching, document coding, views, layouts, advanced searchingtechniques, Relativity Assisted Review (RAR), and other administrative functionality within Relativity.
• Delivers client and Project Management support, including client productions, deliverables, andexports, creation of advanced saved searches, consultation regarding search terms, creation ofSearch Term Reports, and.
• Provides System Administrator support, including creation of new workspaces, users and securitypermissions, dtSearch index builds, views, and coding layouts.
• Works directly with kCura to resolve back-end errors in Relativity and find solutions to clientobstacles.

Arlington, VA

• Support 70+ Relativity workspaces and their users, facilitating inquiries in capabilities, functionality and security in order to provide the most efficient review process.
• Conduct 1-2 Relativity training sessions per month (on average) for new clients and/or users new to Relativity, focusing on efficiency in the review process.
• Educate reviewers on efficient document review, batches. and coding. Educate administrators on document views, coding layouts, advanced searching techniques, and other administrative functionality within Relativity.
• Work directly with kCura to resolve back-end errors in Relativity and find solutions to client obstacles, including the need for custom event handlers or scripts.
• Work directly with clients and the firm’s Corporate IT support team to identify solutions to performance issues, such as end-user latency or user-generated errors.
• Support project managers and clients in the effective and efficient use of the platform in document review, coding, and production.

Arlington, VA

• Responsible for managing large amounts of client data provided via hard drive, CD/DVD, and FTP, and copying securely to internal servers.
• Loaded client data through LAW.
• Responsible for loading data and quality control for SEC deliveries.
• Responsible for preparing encrypted hard drives for production deliveries.

Mclean, VA

• Assisted existing and new RIA firms, and their representatives, with on-boarding to help familiarize them with our website and help maximize their use of platform functionality.
• Demonstrated all aspects of our website and trading platform.
• Assisted clients with executing trading mechanisms within the platform, including creating and managing models and allocations, syncing client accounts, placing “window orders” and market, stop, limit, and stop/limit.
• Monitored and processed requests received via mail, email and fax.
• Primary contact for institutional clients for all company related inquiries.
• Sole operator of the Institutional Online Chat Service.

• Consulted with financial professionals, on an individual and team basis, on proprietary products, their use, objectives and methodology.
• Managed territory internally and externally in order to meet or exceed firm goals.
• Focused on alternative asset classes, alternative strategies and actively-managed traditional strategies.
• Emphasis on education regarding alternative strategies, alternative asset classes, and their implementation through one-on-one meetings, group presentations, seminars and webinars.
• Developed personal sales strategies that concentrated on key focus-firms and weekly sales initiatives tailored to Marketing proposals and/or current economic cycles.
• Covered 3 states (GA, AL, MS) and traveled frequently to meet with clients and potential clients.

• Consulted with financial professionals, Hedge Funds and institutional investors on proprietary exchange traded products.
• Focus on alternative asset classes and alternative strategies.
• Educated clients and potential clients on the nuances of exchange traded products, such as the creation/redemption process, tax implications, the role of market makers/specialists, limit/market orders, ETFs vs. ETNs.
• Covered 11 states in the South East and traveled frequently to meet with clients and potential clients
• Maintained existing and initiated new customer relationships.
• Drove sales to meet goal as a 4-person team, each covering one quarter of the country.

• Consulted with financial professionals on proprietary products, their use, objectives and methodology.
• Strong focus on alternative asset classes and alternative strategies.
• Maintained existing and initiated new customer relationships.
• Drove sales in proprietary mutual fund, ETF and variable annuity investment vehicles to meet or exceed goals.
• Assisted external partner in scheduling meetings within focus firms when necessary.
• Closed sales with clients outside of partner’s primary geography.

• Performed all managerial responsibilities in their absence.
• Monitored trades meeting or exceeding $250,000.00 on a daily basis.
• Trained new Shareholder Services Representatives.
• Participated significantly in the interview and hiring of new Shareholder Services Representatives.
• Created and maintained department flex-schedules.
• Handled escalated client calls.

• Answered questions and fulfilled operational requests for retail clients by telephone, fax and email.
• Accurately placed exchanges, purchases and redemptions within client accounts.
• Created and maintained a new system for recording lost or returned mail.

Paralegal Studies Program, Legal Technology And Project Management

- eDiscovery (Completed Spring 2014) - Advanced Litigation & Trial Technology (Completed Fall 2014) - Legal Project Management (Completed.

Bachelor Of Arts, Criminology