Katie Bruell Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

• Delivered product-specific content for use in RFP, questionnaires, consultant databases, and client/prospect inquiries
• Liaised with internal stakeholders and external legal to review and approve of product-specific offering documents, LPA Amendments and Supplements
• Lead compliance approval process of externally distributed materials by appropriately fielding questions and recommendations from reviewers to allow for consistent messaging across the Manulife brand
• Streamlined client and prospective investor tour experiences by developing repeatable processes, itineraries, and best practices

Boston, Massachusetts, United States

• Design and lead virtual webinars and video conferences to allow for regular cohesive communication with clients
• Direct client servicing by coordinating responses to inquiries with portfolio management and sales staff to assure client satisfaction
• Guide administrative staff with tasks related to formatting, coordination, and data entry to ensure product consistency
• Compose and style Constant Contact communications to share information about upcoming fund activities, webinars and research projects with our prospective investors and clients
• Update and refresh the suite of educational materials including performance, research, and cross- selling materials in Seismic slide manager for use in sales, due diligence and finals meetings
• Support the development and implementation of systems and processes to support the global data management process including Intralinks prospect data rooms and client portals, Salesforce CRM, and Seismic slide manager

Boston, Massachusetts

• Planned and executed client annual meeting including the coordination of travel schedules, onsite assistance to clients, selection of audio visual, catering, and meeting rooms, and leading pre-and post- support for.
• Drafted custom pitch materials for one-off requests and speaking engagements to address specific hot topics in timber and agriculture
• Produced presentation tablets using Showpad app by collecting, updating, and uploading PowerPoints, videos, and policies to iPads, allowing for sleek and intuitive navigation of our library of materials
• Compiled and distributed team newsletters of announcements, prospect meetings, client calls, RFI/RFP/DDQ requests, conferences, and new marketing materials weekly to facilitate communication across a global team

Boston, MA

• Developed best practices for using Salesforce including the streamlining of mailing list management, prospect lists, and sales stage tracking
• Edited, formatted, and bound pitch materials used to introduce our prospective investors to timber and agriculture investments
• Organized team offsite meetings to allow for opportunities for quality team bonding paired with work toward the latest company initiative

Boston

- Planned and executed recruitment processes including itinerary creation and escorting candidates to through their visits to allow prospective fellows to learn about the fellowship program- Organized learning opportunities for current fellows including retreats and lecture series by coordinating physicians’ schedules, booking appropriate conference.

Boston, MA

- Coordinated patient itineraries including imaging, laboratory, and clinical appointments to ease the navigation of healthcare appointments-Aided in intake of new patients by arranging teleconferences between clinicians and interested patients nationally and abroad-Mediated the Facebook community page for patient families looking to share experiences.

Boston, MA

-Edited and submitted clinical documentation and outpatient billing in a timely manner-Maintained updated physical patient charts and compiles pertinent outside medical records to ensure complete electronic medical records on PowerChart - Handled calls on a multi-line phone to help schedule surgical consults in EPIC, triage urgent medical concerns to.

Worcester, Massachusetts

-Trained employees on a software change to improve building accuracy and company quality- Created quick and detailed reference materials including guides, booklets and video about using the building accuracy system-Evaluated needs of the warehouse by use of statistics to delegate work among twenty quality control employees

Bachelor Of Science (Bs), Health/Health Care Administration/Management

Activities and Societies: American Red Cross Club (CFO), ACLU: UConn Branch (CFO, Secretary), Student Union Board of Governors (SUBOG).

Education record