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.
• 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.
• 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.

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.
• 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..
• 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..
• 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.

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.
• 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