Heather Mcclellan Email & Phone Number

Boise, Idaho, United States

Boise, Idaho, United States

• Lead two separate teams comprised of relationship managers, analysts, and workflow experts to service large insurance clients based both in Bermuda and in the US.• Established Active Client Management philosophy - a metrics-driven strategy to build deeper relationships with clients, while establishing clear expectations for each servicing team member, now being used across Client Services (CS).• Created training plan for new hires that has been demonstrated to increase efficacy and performance of Analysts. Provided trainings for new hires across CS in key operational areas, with specific focus on communication best practices.• Supported metrics review and communication development for key management reporting, collaborating on go-forward strategy for servicing division.• Worked in partnership with Reconciliation leadership and team members to create and implement action plans to improve reconciliation processes both in reaction to and to mitigate future client escalations.• Mentored 3 direct reports to promotions – one now serving as a Team Lead within Strategic Insurance Division. Served as informal mentor for reconciliation analysts, providing guidance for further career growth within Clearwater.

Seattle, Wa

Change Management• Developed and executed customized change management strategies to support a large-scale technology transformation at a local county government.• Collaborated with key client stakeholders to enable effective project management, communicating key findings, andpresenting mitigation tactics for change resistance.• Created and implemented communications and stakeholder engagement strategies, incorporating in-depth analysis of stakeholder drivers, needs, and preferences.Organizational Assessment & Design• Supported a comprehensive organization transformation initiative at a leading Seattle-area transit provider.• Conducted stakeholder interviews and focus groups with 75+ senior-level employees, analyzing key discovery themes and findings.• Built design model solutions and change management considerations to guide the organization’s future structure.

Seattle, Wa

• Consulted on strategic initiatives to build new end to end processes, advising on efficiency improvements, generating data to demonstrate their efficacy and presenting findings to key internal stakeholders.• Worked as liaison between business units to ensure effective communication of information, workstream completion, and management of overall operational risk in client projects• Served as team representative for multiple large account onboarding and conversion activities, providing timelines to stakeholders and forward planning for event completion.• Managed and trained a new Portfolio Analyst, working with team members to ensure efficient education and onboarding of this new employee.• Implemented a new quantitative modelling format, ensuring effective communication and cooperation between teams for optimal portfolio results.• Coordinated all scheduled rebalance activity, including cash flows, complex model rebalances, and transition activity for over 50B USD in assets.Proxy Voting Committee January 2018 – April 2019• Managed Russell’s proxy voting process on a team of investment professionals.• Engaged with multiple companies regarding their shareholder meetings, providing advice regarding industry best practices.• Led the Guideline Sub Committee, tasked with ensuring the systematic implementation of voting policies.• Created new policy documents and best practices covering Russell’s approach to Responsible Investing, which were provided to third party clients and stakeholders.

Greater Seattle Area

Portfolio Management Activity• Supported PMs during scheduled rebalances ranging in complexity, ensuring that model portfolios were generated efficiently, taking responsibility for model creation, communication with fund PMs, and trading without material trade errors.• Coordinated the launch of over 50 accounts, working with several internal operations groups to make sure that the accounts were operationally ready for trading.• Played a significant role in training a new Associate Portfolio Manager, answering questions and providing detailed demonstrations of our processes.• Assisted on multiple RFPs for potential new business.• Generated quarterly and monthly reporting, reconciling AUM and cash flow information, distributing to relevant internal stakeholdersOperational Efficiency Improvements:• Worked as liaison between the DI and operations teams in order to ensure effective communication of information and management of overall operational risk relating to account recon and account setups. • Created and managed a new corporate actions management process to mitigate risk from missing elections, taking responsibility for coordinating elections on voluntary and mandatory corporate actions, ensuring that they were elected in a timely manner.• Served as team project manager for the transition to a new custodian across multiple funds and assignment types, coordinating across teams to ensure a smooth transition, managing both updates to internal systems and tie outs between custodians.Responsible Investing• Provided detailed voting recommendations to the Proxy Voting Committee, an internal committee comprised of investment professionals which oversees Russell’s proxy voting process, serving as lead Proxy Analyst.• Engaged with multiple companies regarding their shareholder meetings as a member of the Engagement Sub Committee.• Served as the analyst for multiple Responsible Investment strategies.

Greater Seattle Area

I• Created a process to improve efficiency of the Proxy Voting Committee • Collaborated with business units to complete international responsible investment surveys and request for proposals. • Maintained relationships with multiple vendors for both proxy voting and class actions monitoring services, ensuring that both processes are run effectively.• Established a new monitoring and evaluation process to assist with analysis of shareholder proposals and engagement activities. • Independently authored two new publications: Engagement Report and proxy voting newsletter. • Prepared and presented new material relating to class actions disbursements to a fund complex board.

Maintained the ClientLINK database, Russell's Institutional Client Facing website, ensuring that users have access to the correct information on ClientLINK and trouble shooting any issues that arise. Responsible for uploading important client documents into Panagon. Producing and assisting in the distribution of client Cash Flow forms.

Editor, writer, and distributor of the Economics Alumni Newsletter. Organization and maintenance of department information, honor society records, and academic work. Responsible for grading of quizzes and homework for introductory and upper division courses.

Independently wrote 7 white papers on various financial and economic topics. Collected important advertising data using Google AdWords and a customized website information collection database. Analyzed collected data to determine advertising effectiveness and potential markets.

Bachelor Of Arts (B.A.), Economics

Activities and Societies: Omicron Delta Epsilon, Pi Delta Phi, Zeta Tau Alpha Philanthropy Chair (2011) and Rituals Chair (2010), Vice.

B.A, Economics

Activities and Societies: Zeta Tau Alpha, Omicron Delta Epsilon, Pi Delta Phi Economics: International Economics, Economics.