Michele Willis Email & Phone Number

Hartford, CT, US

Hartford, Connecticut, United States

Responsibility for the day-to-day management of the EAIC platform, in collaboration with the entire Investment Product team, serving as the subject matter expert for the investment strategist/director, client-facing and sales teams when required. More specifically focused on Day One Funds and other asset allocation separate accounts offered by.

Hartford, Connecticut, United States

Manage business critical vendor relationships, monitor their performance, and escalate issues as needed and identified by the business.Oversee $3.5 million annual vendor spend while consistently looking for opportunities to reduce spending and ensure the right relationships are established to effectively support relative business activities. Renegotiate.

Hartford, Connecticut, United States

Manage business critical vendor relationships, monitor their performance, and escalate issues as needed and identified by the business.Oversee $3.5 million annual vendor spend while consistently looking for opportunities to reduce spending and ensure the right relationships are established to effectively support relative business activities. Renegotiate.

Hartford, Connecticut, United States

Managed the IMDM Project, a multi-year, $19 million strategic initiative delivering an enterprise solution focused on centralizing the management of investment data, and delivering refreshed dynamic investment data capabilities through reports, websites and centralized tools. Coordinated and developed business requirements, collaborated with technology on.

Hartford, Connecticut Area

Developed Revenue & Capacity planning model for RPS consultants to plan client revenue goals. This planning model also provided them the ability to see which activities should be shifted to other resources to ensure time is focused on billable activities thus increasing revenue. This work included creating and implementing various reporting tools to assist.

Hartford, Connecticut Area

Managed a diverse team of 10 junior and senior associates. Exercised talent development through the creation and maintenance of career development plans tailored to each associate’s ambitions, created opportunities for associates to upskill, and supported their mobility within the organization as opportunities became available.Partnered with Client Facing.

Hartford, Connecticut Area

Manage Client Analytical & Presentation Support Teams and Global Portfolio Strategies Operations. Partnered with Investment Advisors and Relationship Managers in meeting client satisfaction, profitability, and retention goals. Led project to develop Investment Monitor, an automated Investment Client Presentation bringing together record keeping data and.

Hartford, Connecticut Area

Manage Client Analytical & Presentation Support Teams and Global Portfolio Strategies Operations. Partnered with Investment Advisors and Relationship Managers in meeting client satisfaction, profitability, and retention goals. Led project to develop Investment Monitor, an automated Investment Client Presentation bringing together record keeping data and.

Hartford, Connecticut Area

Managed other data analysts supporting client facing and sales activities. Responsible for the operations related to the production of the CIGNA Due Diligence Advisor Program® a detailed analytical report for all funds offered to Defined Contribution and Defined Benefit Clients. Performed performance and risk analysis for client Investment Reviews as.

Bloomfield, Connecticut

Responsible for the operations related to the production of the CIGNA Due Diligence Advisor Program® a detailed analytical report for all funds offered to Defined Contribution and Defined Benefit Clients. Performed performance and risk analysis for client Investment Reviews as needed. Created templates/models to map funds to their appropriate style.

Bloomfield, Connecticut

Created performance charts to support client and sales presentations. Created performance related exhibits created to highlight differences in the performance of different funds. Provided presentation support, customized performance and analytical information on an as needed basis. Developed a performance grid that contained performance for all funds as.

Bloomfield, Connecticut

Started as temporary position but was hired by Cigna in September 1998.Supported Senior Managing Director of CIGNA Investment Management and head of CIGNA International Investment offices. Administrative duties included travel arrangements (domestic and international), answering phones, distributing mail, and keeping calendars up to date. Transitioned.

Bloomfield, Connecticut

Temporary position through temp agency. Assisted three fixed income traders in in all administrative and support functions. Acted as central resource for investment houses to send their research and trade related information to the Portfolio Managers. Obtained required data for adding “new” securities to the trading system and ensure all required support.

Bloomfield, Connecticut

Temporary position through temp agency while staff member was on maternity leave. Provided administrative support for Chief Economist by preparing correspondence, arranging conference calls, and scheduling meetings, making travel arrangements, and handling information requests. Sorted and distributed mail for the entire group and provide light.

Manchester & Vernon, Connecticut

After starting as a Sunday only temporary cashier was hired as a part-time associate through the end of high school at which time was moved to a full-time position. Worked a variety of different positions such as Customer Service Desk, Switchboard Operator, Jewelry Department Manager, Money Room Manager, Chargeback Manager and eventually the Softlines.

Master'S Degree, Banking & Financial Services Management

Bachelors, Business Adminstration

Associates, Accounting