Claudia Dubuque

Claudia Dubuque Email and Phone Number

Futures and Commodities | CTA Analysis | Customer Service | Managed Futures Consulting | Alternative Investment Portfolio Builder | Blockchain Enthusiast | Strategic Planning | Super Connector @ Institutional Advisory Services Group - IASG
chicago, illinois, united states
Claudia Dubuque's Location
Greater Seattle Area, United States
Claudia Dubuque's Contact Details

Claudia Dubuque work email

Claudia Dubuque personal email

n/a
About Claudia Dubuque

A bird’s eye view at my long-standing career brings out a common denominator – I am passionate about helping my clients through major decision-making moments, networking and building relationships. I work to smooth collaboration with C-Suite Executives creating a unified effort for seamless efficiency and growth with high net worth investors, companies, non profit organizations. While my previous job descriptions included increasing client lifetime value (CLV) in highly regulated industries, my focus went beyond KPI-driven goals. I mediated disputes, proactively addressed miscommunications, educated clients on their choices, helped retain new employees, led diverse teams, and even cut through red tape to negotiate solutions that benefited all parties involved in large company projects. One of those solutions led to creating collaborations with multiple global investment projects, through project management efforts, landing one of my company's largest clients to date.Core Competencies include:Customer ServiceClient EducationProject ManagementBusiness DevelopmentCross-Functional CollaborationConsultancy SalesRelational IntelligenceEvent PlanningPublic Speaking

Claudia Dubuque's Current Company Details
Institutional Advisory Services Group - IASG

Institutional Advisory Services Group - Iasg

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Futures and Commodities | CTA Analysis | Customer Service | Managed Futures Consulting | Alternative Investment Portfolio Builder | Blockchain Enthusiast | Strategic Planning | Super Connector
chicago, illinois, united states
Website:
iasg.com
Employees:
11
Claudia Dubuque Work Experience Details
  • Institutional Advisory Services Group - Iasg
    Vice President
    Institutional Advisory Services Group - Iasg Jun 2012 - Present
    Pacific Northwest Branch
    IASG makes it easy to explore alternative strategies and invest with confidence. We start by empowering investors with industry-leading information and insights and free Commodity Trading Advisor (CTA) research tools. Then we work with you to build and guide a personalized portfolio that meets your needs. With our complete brokerage, execution, and clearing services, you can count on 360° support.Independent advisory firm specializing in alternative investments for institutional and high-net-worth investorsA seasoned team of investment professionals with over 75 years of brokerage experienceOffers unprecedented free research tools to investors, including a comprehensive managed futures databaseRegistered with the National Futures Association as an Independent Introducing Broker, Commodity Pool Operator (CPO), and Commodity Trading Advisor (CTA)Headquartered in Chicago, with 3 additional locations across the United States
  • Institutional Advisory Services Group
    Branch Manager
    Institutional Advisory Services Group Feb 2007 - May 2012
    Sturgeon Bay, Wisconsin, United States
  • Dubuque Management
    President
    Dubuque Management Feb 2005 - Present
    Seattle, Washington, United States
    Administrative Services, Small Business Consulting, Writing and Editing, Career Counseling, Accounting, Financial Forecasting, Event Planning, Business Travel Planning, Relocation Planning, Financial Management
  • Roundblock Capital Llc
    Business Development Advisor
    Roundblock Capital Llc Feb 2024 - Oct 2024
    Bellevue, Washington, United States
    At RoundBlock Capital, we provide all trading solutions necessary for institutions to access the regulated Bitcoin Futures and Options markets.We succeed by leveraging technology, partnerships, and risk management to encompass a full service futures brokerage solution. In turn, we facilitate all categories of bespoke Bitcoin trades ( listed futures and options, cleared OTC, exchange for physical, multi-leg spreads, futures curve hedge programs).
  • Women In Tech - Global Movement
    Team Lead - Annual Awards Event - Volunteer
    Women In Tech - Global Movement Feb 2023 - Sep 2023
    Seattle, Washington, United States
    WIT - Global Movement North America Awards Event, French Embassy in Washington DC, September 27, 2023. Managed receiving 100 nominees for nine awards, communications with nominees to update on awards process, location changes, sponsorship enrollment, partnership collaboration.Internal Comms System - Hubspot, Onboarding for Volunteers, Members, Sponsors and Partners
  • Formidium
    Vice President Of Sales
    Formidium Jul 2022 - Dec 2022
    Seattle, Washington, United States
    Formidium is a global fund administrator powered by its proprietary Seamless Software. Seamless is an award-winning, full-scale cloud-based, fund administration application integrating portfolio, fund accounting, and investor reporting, to provide best-in-class and cost-efficient solutions to both the traditional and alternative investment fund management community. Formidium is the forerunner in Digital Onboarding. Product Management Team - Seamless Alts Platform and Formidium MarketplaceCollaborated with stakeholders and senior executives to get both projects launched by introducing the crypto clients to each project so they could choose to participate in one or both projects.
  • Iowa Capital Management, Inc
    Managed Futures Specialist, Branch Manager
    Iowa Capital Management, Inc Apr 1998 - Jan 2007
    United States
    Managed futures was a relatively new asset class. I was responsible for the education process of interested investors. Through a 2 to 3 call process I would get the investors' questions answered and share each trader's strategy. I would then onboard and take care of the clients through systematic contact. I trained and oversaw 2 other brokers, created a loyal and enjoyable experience for the front office staff increasing retention by 100%. My first client invested $10K and my last client invested $600K, the largest investment of the firm. I managed 80 clients total.

Claudia Dubuque Education Details

Frequently Asked Questions about Claudia Dubuque

What company does Claudia Dubuque work for?

Claudia Dubuque works for Institutional Advisory Services Group - Iasg

What is Claudia Dubuque's role at the current company?

Claudia Dubuque's current role is Futures and Commodities | CTA Analysis | Customer Service | Managed Futures Consulting | Alternative Investment Portfolio Builder | Blockchain Enthusiast | Strategic Planning | Super Connector.

What is Claudia Dubuque's email address?

Claudia Dubuque's email address is cl****@****asg.com

What schools did Claudia Dubuque attend?

Claudia Dubuque attended Emmanuel College (Boston), University Of Maryland, Marywood University.

Who are Claudia Dubuque's colleagues?

Claudia Dubuque's colleagues are Bryen Deutsch, Mya Price, Colette Burke, Oros David, Gregory Deutsch, Thompson Rakin.

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