Kate Shannon Email and Phone Number

Opened, owned and manage two profitable Lagree Studios in the Detroit Area and oversaw all sales strategy and operations resulting in $467K revenue generated over 2 yearsOversaw all accounting, payroll, and financial reporting via QuickBooks.Spearheaded all sales strategy and marketing campaigns through social media and Mindbody resulting in 2700 clients won over 2 years.Developed and implemented a new upselling strategy which resulted in over 25% of customers converting into repeat, monthly customers.Increased sales by $42K by successfully upselling customers on add-on retail products. Oversaw all instructor acquisition and training; Oversaw all studio managers.Created, monitored and managed studio schedules and periodically performed instructor reviews.Strategized with internal teams to develop partnership opportunities across the regional area and complete cold outreach including calls and emails to establish over 20 partnerships.Handled all customer escalations by following up with calls and email outreach to reduce churn rates to under 20%.Implemented a feedback system including automated text surveys and customer outreach to increase retentionNegotiated lease with landlord for favorable terms to improve P&L.Negotiated Net 30 for retail to improve overall P&L.Established a referral program which lowered client acquisition costs and resulted in 26% of new clients being won from existing clients.Proactively engaged with potential clients through inbound calls, emails and social media messages to capture contact information and nurture leads resulting in 85% of prospects won.Utilized CRM, Mindbody, to develop targeted email flows and smartlists in aggregate of 5,400 prospects for effective outreach resulting in an average of 60% open rate.

• Maintained the Ares Private Credit Solutions calendar and tracked important team data. • Coordinated multiple cross-team, departmental and 1-on-1 meetings.• Scheduled and coordinated events involving external clients, investors and partners.• Prepared agendas and all materials for fundraising initiatives.• Tracked Action Items such as relationship manager meeting requests.• Recorded investor correspondence and activity in Salesforce.• Scheduled all travel and accommodation for the Investor Relations team.

• Orange Capital, LLC was a $1BN event driven hedge fund that launched in 2005 and returned investor capital in Q1 2016.• Generated and circulated daily operational reports, including those related to: investment restrictions, trade allocations, counterparty exposure,and trade and collateral checks.• Worked with operations team to maintain an internal investor database aggregating monthly balances, rates of return and capital activity.• Updated NAV, account balances and monthly and quarterly capital activity in the firm’s CRM system.• Created internal investor reports for the Head of Investor Relations and the operations team.• Maintained prospective and existing investor databases within the firm’s CRM system.• Assisted the Head of Investor Relations in maintaining and updating the firm’s marketing materials.