Melissa Dallum Email & Phone Number

Broomfield, Co, Us

Greater Denver Area

* Drive Mutual Fund Board Consulting within compliance/regulatory environment * Strive for excellence in client relationships and satisfaction* Build consulting team with high-level of industry knowledge, analytics, and expertise* Initiate process improvements for increased efficiencies and growth* Improve quality assurance procedures and outcomes in both fund data and client reporting

Denver, Co

* Manage operations of 20 person team to deliver regulatory compliance reports for over 160 clients.* Provide training, oversight, and support to U.S. and overseas team members.* Support Fiduciary clients in all aspects of due diligence, including 15c, trend research and analysis.* Analyze procedures, technologies, and team member strengths to increase workflow efficiencies, develop new offerings, and improve client satisfaction.

Denver, Co

* Provide superior support to internal and external clients* Engage various divisions to increase efficiency globally* Communicate effectively with clients—analyze needs, scope, and expectations to refine and develop product offerings.

Denver

Senior Analyst for 15c Board Reporting.*Manage multiple projects simultaneously, as well as oversee team projects.*Develop resources, policies, methodologies, and research to effectively support due diligence. *Build solid client relationships, both internally and externally.*Maintain strong fund industry knowledge within accounting, administration, portfolio analysis, and product offerings.

Responsible for all aspects of running a small embroidery business.

Mutual fund fee and expense analyst.

B.S With Honors, Mathematics

Activities and Societies: Alpha Sigma Nu

B.A With Honors, French

Education record