Kara Formanek Email & Phone Number

Kara Formanek is a Business Development at Osterweis Capital Management at Osterweis Capital Management. She possess expertise in marketing, marketing communications, financial services, mutual funds, project management and 5 more skills. Colleagues describe her as "I worked with Kara on a 6 month project last year and she was a great partner in our efforts to arm the institutional sales team with key information on our focus products. Specifically, Kara was instrumental in migrating all the defined contribution collateral onto the global, broader US/CAN Institutional repository. Starting from no knowledge to expert level on Sharepoint, she quickly got to the comfort level where her team became self-sufficient. She exemplified her products and platform knowledge when addressing questions on how best to strategize the structure of information and proactively identifying solutions. The project was outside the real of her direct role as a 401k participant communication strategist and yet she put in the long hours of problem-solving, connecting the dots, and implementing the business needs that it required. I contribute the success of the project to Kara’s can-do attitude, responsiveness, proactive energy, product expertise and willingness to go the extra mile." and "I had the wonderful opportunity to work closely with Kara Formanek for almost 3 years at BlackRock 401K Defined Contribution (DC) team. Kara occupied the desk next to mine, and we collaborated on several projects together. I am pleased to say that Kara is a team player, a kind and sincere individual, and an ideal coworker. Her helpful and cooperative attitude has contributed greatly to the positive team environment and collegiality in our team. In addition, she always did more than her share of the work, and she often took the initiative to get things started. For example, over the past year, she has created and designed as well as managed a landing page in our intranet that has allowed our team and all of BlackRock easy access to our DC material and publications in a very simple and organized way. This went well beyond her communication strategy responsibilities. In the realm of her own tasks, she has been instrumental in the creation of the iPdf initiative; a tool that facilitates DC participants communication for plan sponsors. This has received highest praise from both clients and higher management. In short, her organizational skills, her attention to detail and dedication to every task, are unparalleled. I was so lucky to work with her. I highly recommend Kara for whatever position she may decide to take up next. She is the type of employee that anyone would be happy to work with. She has been my colleague over the past 3 years and she will remain a dear friend and someone I will always look up to. Khaoula"

Listed skills include Marketing, Marketing Communications, Financial Services, Mutual Funds, and 6 others.