Hannah Hasbrook Email & Phone Number

Portland, Oregon, United States

• As the M Fund Administration Manager, I oversee all facets of the proprietary M Funds, a set of subaccounts which are exclusively available for sale by M Financial Member Firms, with nearly $1B in AUM. Responsibilities.
• Successfully and seamlessly replaced and onboarded two new Fund sub-advisors, including interviewing, providing recommendations to our advisory and fund Boards, as well as reviewed and negotiated contracts.
• While determining how to create and advance M Financial’s own proprietary insurance product, providing a “best in class” fund selection I was the lead contact, meeting with insurance carrier legal and fund teams across.
• Serve as critical nexus between M Financial Group and Pacific Life’s legal, fund, and reporting teams, as far as they relate to the fund sub-accounts offered in the M Vision product
• Oversee annual 15C contract renewal process
• Create reporting and approve monthly regulatory filings, including N-PORT and N-CEN

Dundee, Oregon, United States

• Supported President, CFO, and Winemaker in the development of a 6-year strategic plan focused on maximizing crop production, sales management and brand expansion
• Executed marketing plans in support of strategic initiatives, managing large scale projects and events
• Prepared Operational, Marketing, and Event budgets and financial forecasts
• Supervised three-person office staff, including goal setting, coaching, and performance evaluation
• Managed media and public relations, including press releases and event promotion

Portland, Oregon, United States

• Managed a small team to support the execution of the organization’s distribution and marketing strategies
• Assisted Accounting Department in the preparation of Marketing, Advertising, and Event budgets
• Cultivated new business, vendor, and nonprofit partnerships and managed distributor relationships
• Planned and executed promotional events for groups of 10 – 1,000 attendees
• Created and disseminated print and digital