Cathy Tadlock Email & Phone Number

Kansas City Metropolitan Area

Provide clients with a safe space to learn and explore the spiritual and physical aspects of yoga practice

Kansas City, Missouri, United States

In this role, I produced materials and ensured timely access to key information for the service team of five for performance and prospective client meetings. I also supported the investment research team by making travel arrangements and generating expense reports in compliance with corporate travel guidelines. Moreover, I assisted the portfolio managers in completing private placement subscription documents, supervising capital calls, and updating market value and cost basis.Some key accomplishments in this role include:• Contributed to improving time management and operational efficiency by aiding the CIO and Director of Portfolio Management in organizing calendars, coordinating travel arrangements, and scheduling meetings.• Enhanced active participation and decision-making processes to achieve desired goals by collecting, organizing, and distributing materials for committee meetings.• Oversaw and coordinated all logistics for Lunch and Learn meetings with vendors, which resulted in continuous product knowledge improvement of the team.

Kansas City, Missouri, United States

Here, I facilitated Portfolio Managers with ample time to concentrate on business development and client account management by providing support with research and day-to-day tasks. Furthermore, I prepared confidential documents and reports for client meetings, empowering clients to make informed decisions. A sampling of my many accomplishments includes:• Saved the valuable time of the portfolio managers by providing backup trading for mutual funds.• Boosted the integration and performance of new portfolio administrators by providing extensive training.• Helped secure the Division’s strong rating by performing compliance audits of deck files for ensuring adherence to OCC regulations.

Leawood, Kansas, United States

With this company, I facilitated and coordinated interactions between 401k clients and plan providers, consultants, individual brokerage clients, and Third-Party Administrators. I also organized and led informative seminars for educational programs and participant enrollment. Moreover, I provided the plan sponsors and individual participants with valuable investment guidance.Below are a few of my many achievements:• Provided outstanding customer service by effectively addressing client queries.• Produced compelling presentation materials, proposals, and plan analysis of investment and educational requirements of clients.