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 include service provider relationship management, compliance & risk mitigation, budgeting, research, and reporting. I also provide marketing and M Fund education to our Member Firms; we have experienced an increase of $60M in aggregate Fund investments since I began the education and marketing program five years ago. I also am the lead fund contact for M Vision, M Financial’s first proprietary insurance product, offered through Pacific Life. • 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 the country • 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• Serve as a voting member of the M Fund Pricing Committee, and lead communication between the Committee and the fund administrator to resolve asset pricing issues within the funds• Serve as primary contact for Funds’ sub-advisors, including contract planning, proposed fee changes, performance review discussions, and day-to-day business considerations• Coordinate with Fund Treasurer, third party administrator, and independent auditor on finance related matters; audits, tax, budgeting, and financial analysis in accordance with reporting standards

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