Kenzie Wilson Email & Phone Number

Clayton, Missouri, United States

St Louis, Missouri, United States

Cleveland, Ohio, United States

- Managed private banking services for 5 clients within a single family office with oversight over account distributions, reconciliations, and wire requests- Acted as liaison between clients and their trusted advisors and coordinated with their attorneys and brokers- Participated in regular meetings with clients to discuss financial & estate planning, trust performance, charitable donation, and insurance needs- Assisted in preparation of quarterly performance reports- Responsible for anticipating clients’ financial and service needs and initiated procedures to deliver an adequate solution- Maintained client records within CRM and other systems

- Managed a team of 6 administrators within the Sales and Research Department- Assisted in new hire interviews and managed training and development- Led efforts to develop a new value-added research product for our hedge fund clients to raise engagement and awareness- Worked alongside the marketing team to organize industry conferences and improve equity research reports which led to a 300% increase in attendance and readership- Developed a process to track and monetize client interactions to utilize during annual sales negotiations - Directed company-wide initiatives that enhanced operational efficiency, supported change management during implementation and improved communications with 150+ publicly traded companies

- Managed the schedules, travel, and expenses of the sales team including the President of the firm - Organized the company-wide transition of CRM databases and pioneered its integration into a new client facing website- Assembled reports on business plans as a member of the Strategy and Innovation Committee - Maintained CRM databases through which equity research reports were published and distributed