Harley Kaiserman Email & Phone Number

Chantilly, VA, US

Arlington, Virginia, United States

Arlington, Virginia, United States

Arlington, Virginia

• Serve as Private Investment New Client Onboarding Lead for the client data team, operating as the PI point of contact for internal and external stakeholders throughout the client onboarding process
• Lead the PI Audit Support Team by coordinating with investment analysts, directors, and C|A executives to create client-specific audit support packages
• Responsible for setting up access with custodians, brokers, and third party administrators in order to backfill historical to date PI data into the internal system
• Satisfy service level agreements through timely entry and quality assurance of PI data included in internal stakeholders client performance reports
• As team lead, oversaw the performance of five team members and held weekly individual meetings to evaluate their performance and discuss career progression
• Verified PI client data was compliant with SOC 1 controls by quality checking and signing off on final reports before they were distributed to internal and external stakeholders

Arlington, Virginia

Arlington, VA

Within CA, Data & Reporting is a team dedicated to the curation of the financial data that our investment research and advisory teams rely on. Even as global marketplaces evolve, our purpose remains clear: accuracy and integrity in centralizing the collection of all investment manager data, as well as the production of portfolio monitoring services.

Bristol, Rhode Island

• Sales representative for Campus Protein, a supplement company aspiring to bring university students affordable fitness supplements.
• Represent the brand through personal demonstration and positive interactions by handing out samples at the gym and interacting with student-athletes about health, fitness, and powerlifting

Arlington, VA

• Analyzed bank and merchant processing statements for authenticity and accuracy to determine the credit worthiness of business applicants
• Complied with regulatory requirements including anti-money laundering, Office of Foreign Asset Control, and customer identification program
• Collaborated with sales, underwriting, product, and fraud teams on initial analysis and due diligence procedures
• Exceeded key performance indicators by analyzing twenty applications per day while maintaining the two-hour service level agreement

Setauket, New York

• Record 300 tennis members allocated lessons and payments through Microsoft Excel.
• Train athletes ages 2-16 in groups of 1-20 through verbal communication and physical enactment as a USPTR certified tennis instructor.

Bristol, Rhode Island

• Forecast employee wellness points to purchase three prize levels with a $15,000 budget.
• Budgeted Simply Wellness Fair with attendance of 300 faculty and staff.
• Coordinated 26 local vendors, created flyers through Microsoft Word, booked venue, hired a caterer.
• Organize weekly wellness events for faculty and staff, send out all-university emails, track employee wellness points.

Newport, Rhode Island

• Calculated and accounted for daily membership payments through Aptus computer system.
• Organized and operated Tennis Hall of Fame Championships, with an attendance of nearly 16,500.