Marina Funk, Mba Email & Phone Number

Responsible for finding investment solutions for credit unions, business development, and growing the the Alloya and Alloya Investment Services brands through individual relationship building and speaking engagements. Responsibilities also include working with credit unions to promote Alloya's capital markets program, including Loan Participations, Alloya Investment Services, Capital Solutions and more.

• Effectively managed a diverse and extensive book of business, surpassing $4 billion in assets under management. • Offered comprehensive asset management services to AM Law 100 law firms, catering to their institutional needs, partner attorneys, as well as individual high-net worth clients and their families.• Demonstrated a proven ability to drive substantial growth by consistently expanding client net revenue in core product areas such as investment management, capital markets, banking, and lending. • Specialized in providing customized investment management solutions tailored to meet the unique objectives of each client. • Proficiently managed cash management, escrow services, and structured credit facilities, ensuring optimal outcomes and delivering exceptional value.

• Supported a wide range of investment and banking products, acting as the main point of contact for an extensive portfolio of approximately $38 billion in investment assets under management. • Proactively addressed and resolved procedural concerns and issues in collaboration with valued business partners, ensuring smooth operations and client satisfaction.• Executed trades across various platforms, including equities, bonds, options, and derivatives, within a dynamic and high-pressure environment. Thrived in fast-paced settings by making informed decisions and swiftly adapting to market conditions, consistently delivering results.• Played a pivotal role in fostering team growth and development by training new employees, equipping them with enhanced solution strategies and cultivating a culture of continuous improvement. • Committed to driving business growth and nurturing talent to achieve exceptional results.

• Assumed full accountability for strategic asset allocation and rigorous risk assessment, ensuring optimal utilization of resources to achieve desired financial outcomes. Played a pivotal role in supporting the growth and success of the start-up by actively contributing to the attainment of the company's financial objectives.• Demonstrated astute business acumen by conceptualizing, launching, and successfully implementing innovative products tailored specifically for elite clients. Developed a deep understanding of their unique needs and preferences, delivering tailored solutions that solidified the company's position within the market.• Through meticulous analysis and informed decision-making, consistently optimized asset allocation, mitigated risks, and propelled the organization towards sustainable growth. A key driving force behind the company's financial progress and an instrumental contributor to its reputation as a trusted provider in the industry.

New York, New York, United States

• Effectively oversaw day-to-day event operations, including money management. Ensured seamless execution and exceptional attendee experiences through efficient coordination and attention to detail. Skillfully managed resources and maintained fiscal integrity to contribute to the overall success of each event.

Master Of Business Administration - Mba, Finance

Bachelor'S Degree, International Business And Finance