• Manage client accounts, treatment plans, patient scheduling, account payments, and settlements.• Created and executed a marketing plan to establish which included increasing the practices’s social media presence to update existing clients and source new ones.

• Organised client events to cultivate strategic brand partnerships for a premium co-working space and to create innovative content for Work Club’s YouTube channel.• Managed the events from end-to-end including promoting the event, organising guest speakers, and overseeing the execution of the events.• Contributed to business development by attracting new clients to the firm via the unique salon style speaking events and showcasing the key attributes of the co-working space.

• Founded KSD Alternatives, Inc. providing marketing, research and business development support to early stage hedge fund managers.• Raised capital for a third-party marketing firm which represented a $380 million event driven hedge fund and a $480 million global long/short equity hedge fund.• Coordinated the marketing effort for a global macro hedge fund and assisted in the day to day operations of running the business.

• Founded a fund of hedge funds and advisory business in conjunction with the Chief Investment Officer with combined assets totalling $250 million.• Developed the marketing program including the creation of marketing material for prospective and current investors, as well as organising and planning investor outings and the annual investor meeting.• Managed the search process for fund of hedge funds and advisory clients.• Responsible for client reporting, portfolio analytics and the monitoring of capital flows in addition to the production of detailed reports supporting investment recommendations.• Performed in depth due diligence interviews with prospective and current hedge fund managers to determine suitability for mandates, resulting in the selection of 23 underlying hedge fund managers across a range of investment strategies.• Worked closely with the founding partner on all business decisions; such as choosing vendors, budgeting for opening a new office, and managing support staff

• Established the marketing strategy for a $175 million global long short equity hedge fund including identifying and pitching to target clients and developing marketing materials.• Actively participated in the weekly investment meeting which entailed understanding current investment themes and clearly articulating these to clients.• Conducted portfolio reviews for domestic and offshore investors.• Managed the ongoing business development strategy, client retention, and new client onboarding process.

• Evaluated and determined hedge fund eligibility as collateral for fund derivative transactions.• Conducted due diligence on hedge funds in order to assess the risk of the fund with regards to BNP Paribas’s balance sheet.• Analysed the quality of potential borrowers and presented findings to the BNP Transaction Approval Committee.• Provided general hedge fund industry and strategy information to various parts of the bank to aid in business decisions.

• Conducted initial and ongoing due diligence on underlying hedge funds using both quantitative and qualitative tools for two registered fund of hedge funds.• Performed comprehensive investment analysis on select hedge fund managers including an analysis of the ownership structure, investment strategy, risk controls, performance, and suitability.• Created specialised risk and performance reports for institutional investors of the fund of hedge funds.• Provided information on the funds of hedge funds to Oppenheimer private bankers.

• Managed relationships with the major institutional clients invested in hedge fund, venture capital and private equity funds.• Performed quarterly account reviews with institutional hedge fund investors.• Analysed hedge fund portfolios and communicated results to clients.• Coordinated all client communications and marketing materials.Client Service Supervisor, November 1999 – June 2000• Managed client service team and reviewed all client requests.• Communicated performance and portfolio analysis to clients including corporate, public, Taft-Hartley, endowment, and foundation plans invested in traditional products.Client Service Associate, December 1997 – November 1999• Supported the Institutional Account Management Team by responding to client and consultant requests; provide performance and portfolio data.• Oversaw the preparation of presentation materials for client reporting and new business prospects.• Liaised between portfolio accounting group and clients.Portfolio Analyst, May 1995 – December 1997• Performed portfolio and performance analytics on the Large Cap Growth Equity product.• Shadow traded a $1.5 million model portfolio.• Responded to client inquiries related to portfolio specific metrics; e.g. exposure, market cap exposure, portfolio turnover.