• Participate in the development and implementation of investor relations strategies, the development of corporate policies and procedures and the detailed execution of the IR program for a $1.7 billion AUM opportunistic credit investment firm• Develop and foster positive relationships with investors with the aim to proactively resolve investor concerns• Facilitate capital activity, including onboarding, subscriptions, transfers, redemptions, capital calls and distributions• Prepare monthly, quarterly and annual investor reports including performance, NAV, risk reports, conference call scripts and ad hoc investor reporting• Review and understand Fund documents, investment management agreements and side letters to ensure proper application • Oversee the planning, scheduling and related logistics for investor meetings, calls and roadshows. Participate in these meetings as needed• Respond to investor requests including RFPs, due diligence updates, performance reviews and ad hoc projects• Maintain CRM with detailed notes from meetings and contact updates. Generate customized reports for activity tracking• Create and maintain marketing presentations and other investor materials.

Currently seeking employment with a financial services institution in the role of an Investor Relations professional. I am a dedicated employee who consistently goes above and beyond the specifics of a job description to get a job done. My technical and soft skills have often been recognized as a great asset to the team and I am confident I would add great value to your organization. Please contact me and I would be happy to discuss my background in more detail.

Vice President, Investor Relations (January 2009 - December 2011)• Coordinated investor calls and meetings. Collaborated with other departments to resolve investor inquiries• Completed RFPs and completed routine and ad hoc due diligence requests• Lead marketing department's effort for regulatory body inquiries; successfully completed an SEC audit and a SAS 70 audit with a focus on developing and implementing best practices• Organized all aspects of marketing road shows including scheduling, logistics and materials. Investor Relations Analyst (August 2007 - December 2008)• Managed day-to-day investor relations functions for a special situations hedge fund with $5 billion AUM• Worked closely with investors and fund administrator to process investor subscriptions, redemptions and fund liquidations in accordance with fund's offering documents• Responsible for updating all marketing materials, fund reports, website updates and other IR communications• Maintain CRM with detailed notes from meetings and contact updates. Generate customized reports for activity tracking

• Responsible for detailed financial planning case preparation including survivorship, retirement, education, life insurance, disability, long term care and investments • Processed underwriting for insurance applications closely working with clients and company underwriters• Managed all aspects of client relations, communication and servicing• Designed and implemented systems to track office production to maximize business efficiency

• Collaborated with the CFO to establish A/P, A/R and client invoicing procedures• Structured the company’s HR department including an employee handbook and performance reviews • Conducted employee hire orientations including benefits enrollment and training• Researched and implemented 401K retirement plan, LTD and life insurance packages• Developed HIPAA related policies and implemented security measures ensuring the company’s compliance

• Established daily operations of a $1 million business account • Responsible for developing and maintaining a vibrant client base, employee recruitment, hiring and terminations, employee relations, contract negotiations, policy development and enforcement