Cara S. Email & Phone Number

Santa Barbara, Ca, Us

Santa Barbara, Ca, Us

Santa Barbara, California, United States

Providing freelance, project-based services spanning business operations, marketing operations, and strategic team support including process improvement, workflow creation and automation, project management, vendor management, and data management.

Drove success in evolving and expanding operations roles across investment and marketing teams. Scope of work included:- Establishing & maintaining operational architecture for teams (achieved 19x increase in team effectiveness rating)- Creating efficiencies in back-office processes, including deploying automations and connecting cross-functional workflows within the organization (saved 400+ working hours annually)- Driving initiatives for data integrity, reporting, budgeting, tech stack management, and workflow management- Managing inaugural start-up accelerator program (AMP, now Arc)- Managing content program & content operations including content product management (launched public newsletter & drove growth, launched video series, managed distribution channels & blog)- Leading survey development and analysis for key audiences- Onboarding employees and managing internal communications- Strategic support for executives (managing partners) and teams, including budget & expense management / reporting, travel planning, event planning & support, inbox management, ghost writing, LP relations, presentation design, gatekeeping, and special projects- Managing new office design

Adeptly managed all things office operations while also serving as Executive Assistant to the Chairman and the CEO. Specialized in crafting compelling presentations and seamlessly handling a diverse range of tasks to support the boutique investment bank's dynamic needs.

Provided Executive support to the Executive Vice President of Operations, the Director of Business Development and the Marketing Manager. Assisted with all corporate-level projects and initiatives, coordinated and facilitated weekly meetings. Served as project coordinator for new store openings; created system to manage vendors and facilitated all orders for corporate- and store-level needs.

Assisted with travel arrangements, expense reports, scheduling meetings, RFP presentations, press kits, and creating and organizing marketing collateral. Organized corporate database/intranet to improve employee efficiency and initiate document control. Managed all administrative aspects of the Vino Volo Wine Club. Conducted website testing and managed digital vendor for all updates to the website.

Reviewed and edited all client correspondence for spelling, grammar, clarity, company tone and style, and adherence to legal/compliance parameters. Collaborated with Client Relationship Managers and Account Coordinators on special client requests, portfolio proposals, new accounts, and compliance approvals. Managed several small cross-functional teams concurrently to fulfill client requests. Created and presented training materials for new Fisher employees to drive understanding of big picture intra-firm relationships and Review Team roles.

Identified qualified applicants for entry-level positions, and prepared senior management for second round interviewing; initiated “applicant liaison” program to improve relationship with applicants and retain their interest throughout the lengthy interviewing process

Designed and produced sales brochures and customized client portfolio updates for the Institutional Group sales/client managers to use in prospect/client meetings; analyzed account performance to determine best data to include to drive new business and client retention. Managed quarterly updates of all Institutional Group marketing materials through cross-functional relationships with Research, Portfolio Evaluation, and Compliance teams; materials used throughout sales process to bring in new clients, and used to cross-sell products to existing clients.