Kim Haris Email & Phone Number

Seattle, Wa, Us

Seattle, Washington, United States

In my roles as an executive editor and staff manager, I have a proven track record of driving for results, working collaboratively across departments and championing excellence in investment communications:• Commentary Principal Review and Editing: Licensed principal reviewer and editor for approx. 1,300 recurring monthly and quarterly investment commentaries covering equity, fixed income and multi-asset products sold to the firm’s global retail and institutional client base.• Project Management: Past editor and content coordinator for a series of complex white papers developed to showcase CIO views and build thought leadership credibility for the firm. Past project manager and editor for the firm’s annual investment outlook featuring 18 investment teams. Additional project management and editorial coverage: multiple monthly newsletters, topic papers, conference call summaries and rapid response communications.• Staff Management: Supervisor and trainer for licensed principal reviewers/editors, along with multiple contract investment writers. Past supervisor of additional staff totaling 11 writers and editors (staff and contractors). Facilitates the monthly generation of schedules for an annual volume of over 10,000 recurring commentaries by serving as a central point of contact for fund and institutional client onboarding and conducting line-item reviews of commentary schedules and tracking.

Sacramento, California Area

As a Senior Investment Writer:• Commentary Editing: Editor of 73 quarterly and 43 monthly commentary deliverables for the International Advisory Services channel. Portfolio manager proxy reviewer of 15 quarterly and 9 monthly commentaries for the U.S. Advisory Services channel. • Investment Writing: Researcher and writer of topic papers for global audiences covering a wide array of financial subjects, including active investment management, international small-cap equities and risk management. Writer of a quarterly newsletter for U.S. shareholders. Writer and editor of additional projects for global product marketing, retirement, and client communications groups.As an Investment Writer:• Commentary Writing: Writer of approximately 90 quarterly commentary deliverables for the U.S. Advisory Services channel, covering portfolio managers from the Franklin, Templeton and Franklin Mutual Series platforms. Writer of additional recurring commentaries for client service and sales purposes, as well as board reports for the various equity funds.• Investment Writing: Researcher and writer of topic papers for the U.S. financial advisor audience covering a wide array of financial subjects, including market downturns, global bonds, India’s securities markets, and U.S. elections and stock market performance. Writer and editor of additional projects for marketing, retirement and client communications groups.

Greater Sacramento

• Investment Writing & Shareholder Report Publication: Writer, editor and project manager for annual and semiannual reports covering 40 mutual funds. Writer of quarterly portfolio manager commentary for asset allocation, equity and fixed income funds. • Collateral Creation: Writer and project manager for investor and advisor brochures, quarterly performance publications, sales ideas, e-newsletters and Web articles covering financial products and investment topics.

City Of London, England, United Kingdom

Researched regulatory environment for European financial firms targeted as potential derivative securities clients. Compiled database of minority cross-holdings held by insurance and banking firms.

Master Of Business Administration (M.B.A.)

Activities and Societies: Graduate Business Program in International Management, Oxford University

Bachelor’S Degree, Retail Management

Education record