Grace Speckman, Cfp® Email & Phone Number

Carmel, Indiana, Us

Carmel, Indiana, Us

New York, Ny, Us

Prior to moving to the independent advisory space, I worked directly with two financial advisors and three client associates with The Evans May Group. Together we served 225 families and managed $750 million in client assets. Tasks included:► Oversaw client review process for 200+ households: ensured annual review requirement was met and documented according to company protocol, prepared comprehensive portfolio performance materials► Invested, rebalanced, and traded client accounts as needed► Updated team's mutual fund performance spreadsheet on a monthly basis to reflect current performance (150+ funds)► Tracked and actively updated data spreadsheet for team's proprietary stock strategies► Opened client accounts: prepared account opening documents for clients, ensured paperwork completed accurately, worked directly with Merrill Lynch back office to process paperwork, open, and fund accounts ► Managed client relationships and served as day-to-day client contact► Recognized as top 1,500 Client Associate at Merrill Lynch in June 2018

Indianapolis, Indiana, Us

Building on my skills and responsibilities as a project manager, I executed complex projects autonomously and ensured team members were engaged, meeting project specifications, and understood the big picture view of the account. Tasks included:► Managed client relationship and served as day-to-day client contact at VP level and below► Supervised internal processes and team members for 12+ programs ► Oversaw and executed financial activities- invoicing, proposals/pricing, financial performance tracking ► Designed and developed report materials- 1) conducted data mining, 2) recommended statistical analysis approach, 3) drafted key findings, 4) presented to clients► Organized and facilitated customer journey mapping workshops► Developed curriculum content and delivered internal trainings. Topics- data collection, onboarding new team members► Proposed and launched process improvement initiatives

Indianapolis, Indiana, Us

As a project manager, I acted as the core team leader on small and large international and domestic customer experience programs. Project Manager I from May 2014-May 2015. Project Manager II from May 2015-July 2016. Tasks included:► Executed processes, communications, and documentation from planning phase through completion to ensure program success► Implemented survey plans and design, held survey review meetings, and coordinated survey programming► Guided the strategy and setup of online data tools- managed users/roles, provided recommendations on design of data dashboards, coordinated functionality and quality checks of online tools, assisted with training clients on online data tools► Oversaw internal data analyses- reviewed findings and assisted in developing key recommendations► Managed internal report production- held reporting meetings, collaborated with Vice President on supporting themes, comments, and recommendations► Supported Vice President on development and delivery of presentation materials► Interviewed job applicants for assistant project manager position

Indianapolis, Indiana, Us

As an assistant project manager, I helped ensure project specifications were met on international and domestic customer experience programs. Tasks included:► Managed day-to-day communication with clients and internal teams ► Coordinated survey design and launch process► Managed translation process, as needed on global projects ► Worked with data management tools to derive customer insights► Coordinated report production ► Performed various checks related to survey design and programming, sample, and report processing delivery

Indianapolis, In, Us

I contributed to Industrial/Organizational Psychology research at Butler University. Duties included designing research methodology, executing experiments, facilitating data collection, and conducting statistical analyses. I also assisted in developing an experiment to evaluate affective forecasting and predicted future satisfaction of women planning to work in STEM (science, technology, engineering, and mathematics) careers.

Indianapolis, In, Us

•Duties: Developed and executed email subject-line research project to increase website traffic and email open rates, assisted in interpretation of Google Analytics data, designed and wrote copy for promotional handbills, wrote SMS (text) messages for concert announcements, contacted and recruited local businesses for promotional gifts •Skills Acquired: Project management, analytics