Kate Prevost Email & Phone Number

Atlanta, GA, US

Atlanta, Georgia, United States

Greater Atlanta Area

Responsible for implementing and managing the end-to-end RFP workflow process, from qualification of the opportunity through finalization of all deliverables. Coordinate quality assurance to ensure constructive partnerships with internal stakeholders and effective, consistent messaging to clients.Lead a team of writers dedicated to crafting Invesco’s.

Partner with Business Development to craft compelling responses in order to increase assets under management and expand our client base. Specifically, I work on Private Client, Municipal Bond, and Custom Glidepath proposals.

• Managed client support team supporting four client bases with a combined market value of more than $1 billion. Performed research and analysis to advise clients on spending policies, asset allocation, risk.
• Participated in the creation of a nationwide Partnership Initiative to transform the way that the sales teams interacted and improve employee retention and job satisfaction
• Developed timeline and key deliverables for the project
• Member of 4-person national team responsible for researching and creating the launch presentation to be delivered to 200+ sales personnel nationwide, outlining the initiative and the its goals
• Revitalized Private Client Resource Manual Website and Training Materials
• Improved review process for updates and revisions of Resource Manual Website

Mba, Corporate Finance, Strategy

Certificate, Data Science And Analytics

Ba, Economics, History, French