• Effectively manage the complexities of servicing a global clientele that includes multiple subsidiaries, currencies and strategies.• Work directly with Sales and Service Relationship Managers, Research, Investment Policy Committee members and executive management to develop specific prospect, consultant, client and internal presentations• Maintain current marketing materials, including product performance and characteristics across numerous Institutional strategies.

Operating as the main point of contact and administrative support for our Private Client Directors, I work with external parties, our Financial Planning department, and our Portfolio Evaluation department to initiate and manage the recommendation proposal process for prospective clients.

Demonstrated detailed organization, thorough understanding of internal operations, and strong communication through assisting hundreds of veterans, dependents, and prospective students. Gained proficiency in navigating ambiguity to provide client specific and effective solutions for patrons.