Sales & Marketing Coordinator
Blumont Capital
Toronto, Canada Area
- Served as Executive Assistant to the CIO and two Portfolio Managers within the company by directing all administrative and project support efforts for the CIO and Portfolio Manager’s- Developed presentations and scheduled all executive-level meetings and travel for the CEO, CIO, and Portfolio Manager’s within the company- Handled all emails, presentations, and assisted with daily trade procedures- Oversaw all company corporate events, functions, fundraisers, and staff get-togethers- Served as Office Manager by managing all company cell phones (26 lines), supplies, contracts, and databases within the company- Assisted the VP of Marketing by creating monthly financial analytics for our funds that were used amongst the Senior Sales Staff- Managed SitePilot by sending out monthly emails to all our investors/clients on fund performance and maintaining company website