Jamie Gibbs Email & Phone Number

Glastonbury, Connecticut, United States

Glastonbury, Connecticut, United States

Windsor, Ct

- Serve as primary relationship manager for two top tier clients totaling roughly $10 billion in AUM while providing secondary coverage for five additional clients- Actively participate in both internal and external client calls to manage client expectations and oversee the timely completion of projects/deliverables- Lead and assist several report automation projects to enhance the client experience by promoting accurate and efficient reporting practices within our software- Identify, evaluate, and settle system complications on a daily basis and escalate findings to prevent subsequent issues- Provide administrative services for hedge funds and act as a liaison for their investors and auditors- Maintain share registry system for clients and produce statements/reports for their investors using internal software systems- Screen and process investor transaction documents in accordance with the fund’s offering documents and regulatory guidelines- Participate in ongoing training courses throughout the year to remain informed of ever changing industry standards and regulations

Windsor, Connecticut

- Serve as primary relationship manager for two top tier clients totaling roughly $10 billion in AUM while providing secondary coverage for five additional clients- Actively participate in both internal and external client calls to manage client expectations and oversee the timely completion of projects/deliverables- Lead and assist several report automation projects to enhance the client experience by promoting accurate and efficient reporting practices within our software- Identify, evaluate, and settle system complications on a daily basis and escalate findings to prevent subsequent issues- Provide administrative services for hedge funds and act as a liaison for their investors and auditors- Maintain share registry system for clients and produce statements/reports for their investors using internal software systems- Screen and process investor transaction documents in accordance with the fund’s offering documents and regulatory guidelines- Participate in ongoing training courses throughout the year to remain informed of ever changing industry standards and regulations

Leominster, Ma

- Serviced the needs of customers in person, on the phone, and via email - often times simultaneously- Managed accounts for existing clients and built relationships with new or prospective clients- Acted as liaison to various vendors and purchased all goods necessary to fill customer ordersBNI (Business Networking International) Member- Attended and participated in weekly group networking meetings, as well as weekly one-on-one meetings with other chapter members- Engaged with fellow members to develop professional relationships- Exchanged referrals with other chapter members in order to build larger networks

Leominster, Ma

- Fulfilled custom orders according to client specifications- Prioritized concurrent projects to efficiently complete all jobs timely and accurately

-Retrieve requested materials from respective locations of the library.- Distribute requested materials to customers by way of email and mail.

Bachelor Of Business Administration, Marketing

Activities and Societies: intramural sports

Bachelor Of Business Administration (Bba), Marketing

Marketing

High School Diploma/Vocational Certificate, Drafting Technology

Activities and Societies: National Honor Society, Vocational Student Advisor Committee, Football, Basketball, Track & FieldDrafting.