Demetri N. Doumas Email & Phone Number

New York City Metropolitan Area

• Manage the day-to-day company activities of this $165M wealth manager, including client service, HR, marketing, and accounting. Direct a client service associate.• Oversee and improve processes, including client onboarding, ongoing relationship management, and business workflows.• Maintain excellent client relationships, regularly engaging with and recognizing them. Advance the company's marketing efforts by coordinating internally and with outside vendors. • Manage all projects with internal and external stakeholders.• Lead all weekly senior and departmental meetings.• Interact with the front and back office daily to troubleshoot and resolve issues.• Develop and monitor business performance metrics.• Continuously improve the technology stack, coordinating all IT matters with vendors. Evolved the Redtail CRM system and migrated to a new PEO.

Suffolk County, New York, United States

• Planned and directed all accounting and operational functions. Oversaw an accountant and two bookkeepers. Established and improved financial controls.• Maintained accurate financial records and prepared internal and external consolidated financial statements.• Spearheaded the budget process and provided management with business insights.• Coordinated regulatory reporting and tax planning/compliance.• Oversaw external auditors, achieving unqualified financial statement and other audits. Complied with green energy initiative requirements and local municipality reviews.• Improved cash collections, pursuing past due rent. Upgraded the Yardi rent roll system to increase receivables efficiency.

New York City Metropolitan Area

• Managed the operations of this $650M AUM registered investment advisor.• Led seven direct reports. Ensured a high level of service, managing four client associates and reviewing pending client matters weekly.• Managed vendors, including IT. Implemented and managed Bamboo HR, including time tracking, paid time off (PTO) and benefits modules.• Performed semi-annual reviews of customer service associates, financial planners, and investment coordinators with the department manager.• Improved firm communications by leading all weekly senior and departmental meetings. Prepared agendas, scheduled meetings, and served as moderator, holding attendees accountable.• Helped improve management efficacy by establishing and managing the use of the Entrepreneurial Operating System (EOS) through the Traction Tools platform. Allowed projects/initiatives to be assigned/tracked.• Raised the firm's visibility by commissioning a new website and coordinating marketing and SEO programs to increase web traffic. Managed all internal and external marketing projects.• Coordinated compliance programs with outside counsel.

New York City Metropolitan Area

• Managed every facet of a multi-disciplinary practice consisting of eight financial service companies and three real estate companies.• Organized and oversaw all cross-functional teams and interfaced with all external vendors. Led 12 direct reports. Internal team members included advisors and client service associates. Divisions included a broker-dealer, a registered investment advisor (RIA), accounting, and IT. Services included insurance, trust services, and financial, retirement, and tax planning.• Maintained a high level of communication with all stakeholders, including the CEO and managers.• Oversaw the creation of proposals and investment policy statements for advisory clients.• Enabled the smooth onboarding of clients through the management of client service associates.• Managed and reduced firm risk by collaborating with outsourced professionals, the compliance department, and regulators, developing and maintaining firm policies.• Prepared financial reports for owners, auditors, and regulators.• Maintained tight financial discipline by conducting financial analyses of profitability and cash flow. Diligently controlled costs.• Responsible for all HR functions, including onboarding, training, goal setting, employee relations, payroll, benefits, performance management, and offboarding.• Ensured network access, data security, and system resiliency by working with IT partners. Established remote desktop and virtual meetings well before it became standard practice. Managed strategic and tactical projects, including working with clearing firm to implement upgraded commission tracking. Transitioned to paperless new client processing and quarterly reporting.• Managed four locations in three states. Purchased properties or negotiated leases. Established infrastructure, including furnishings, phones, and IT.