Jennifer Graham Email & Phone Number

Atlanta, Ga, Us

Atlanta, Ga, Us

Atlanta, Georgia, United States

Arden Trust Company, a subsidiary of Kestra Holdings, is a corporate trust company with AUM of $11B. I report to the Chief Operating Officer of ATC and have direct supervision of 2 employees. ● Delivered on-time and within budget ASP conversion of wealth management system, resulting in reduced annual costs of $1.5M and greater data control. ● Provided project management for 12 automation, tech integration, and corporate governance projects, including a technology implementation project that created a 68% reduction in annual operating costs. ● Led ticket conversion project from SharePoint to Salesforce, with a focus on eliminating aged tickets and implementing trackable completion metrics. ● Created and led training modules for 120 employees for multiple automation projects.

Atlanta, Georgia, United States

● Restructured an underperforming Arden Trust new account onboarding team, leading to a 62% increase in completions in one year and decreased average closure times of 17.3% quarter on quarter.

Atlanta, Ga

Portman Holdings, LLC is a commercial real estate development firm with AUM of $3B. I reported to the Chief Executive Officer. ● Led teams in transforming marketing processes, leveraging stakeholder input to drive goal-oriented, measurable results through data gathering and analysis, facilitating ideation sessions, and advising on industry standards and emerging ideas. ● Implemented a five-phase marketing lifecycle, from ideation to delivery, that changed the marketing department from a taskmaster to an experience-focused mindset. ● Authored an internal playbook of training materials for new employees that defined and documented internal marketing practices.

Atlanta, Ga

As an independent consultant, I partnered with a start-up, subscription-based travel service to create a business plan that resulted in $60K of profit in year one. ● Identified South American cities with the appropriate infrastructure to utilize for US-based remote staff. ● Built a “Client Happiness” tool to track client travel issues and resolutions that resulted in 96% month-on-month retention.

Atlanta, Ga

Merrill Lynch is a wealth management firm with AUM of $4.7T. I provided CRM for 2 financial advisory teams. ● Provided a client relationship management process for over $400M of client assets, streamlining proactive and reactive transactions that increased customer loyalty.● Increased new assets worth $9M in under 4 years by identifying external assets and new business acquisition through client referral opportunities.● Created a human element in customer service that helped the client feel seen and heard, driving customer retention rates to record highs.

Bachelor Of Arts - Ba

Master Of Science