Sarah Ogden Email & Phone Number

Dallas, Tx, Us

Dallas/Fort Worth Area

Recruited at the launch to head critical institutional sales marketing efforts, I planned multiple large and small events including deal/non-deal corporate roadshows, conferences, and an annual fundraising gala for a national nonprofit. My role entailed cultivating and sustaining high-quality, engaging relationships with professionals including C-suite professionals across internal departments such as the executive office, HR, technology, facilities and accounting as well as external relationships. In close partnership with cross-functional teams, I evaluated needs across the firm to eliminate roadblocks and resolve complex issues. I also delivered key insights to drive overall business strategy and business continuity.Key Contributions: ✓ Created all new systems, structures, tracking mechanisms, and event tools for a department of 12 while engaging with influential leaders such as the Goldman Sachs Chairman and ultra-HNW individuals ✓ Executed end-to-end event management for 5 large events with ~250 attendees including budget management, databases, and procedures to raise funds for charitable causes ✓ Navigated steep growth as the team quadrupled in size and the institutional client base grew institutional clients, hedge fund groups, private equity, venture capital, and alternative investment firms ✓ Liaised between the team and the managing director of institutional sales, supporting calendar and schedule management, travel arrangements, project management, events, and team communications

Washington D.C. Metro Area

As Relationship Manager, I led client relationship management for a startup software development company with 10 large institutional clients, forging and maintaining existing and new relationships. I researched and targeted new clients and oversaw all marketing initiatives to grow the company by 10% YOY. I also coordinated availability of internal teams and internal/external stakeholders to ensure effective project scheduling and oversaw user design approvals, acceptance testing, and project completion.Key Contributions: ✓ Directed, inspired, and coached a team of 6-10 and retained 100% YOY ✓ Played an integral role in acquiring two new major clients, representing 10% of total revenue ✓ Supported development of project plans and applicable resourcing for software development projects ✓ Liaised between clients and software engineering resources to define and achieve client requirements ✓ Guided development teams through all phases of projects, holding teams accountable for project commitments, deliverables, and timelines

Greater Philadelphia Area

As an Investor Relations Associate, I cultivated lasting relationships with existing/potential fund investors. I worked with all levels of internal departments to ensure consistency and accuracy of investor communications. Key Contributions: ✓ Engaged a high volume of monthly investors including multi-billion and multi-million hedge-fund representatives and decision-makers ✓ Devised/updated the due diligence questionnaire (DDQ), garnering firm-wide adoption ✓ Delivered numerous RFPs and investor DDQs, driving accuracy, consistency, and compliance ✓ Developed and executed the firm’s strategic media relations plan including evaluating and selecting a PR firm; negotiated a large monthly contract with the firm while ensuring favorable terms ✓ Arranged white paper production, coordinating timelines/work among investment professionals and technical writers✓ Crafted presentations and website content

Dallas/Fort Worth Area

Consulting with high-level leadership and management, I resolved investor questions, concerns, issues, observations, and market opportunities, including advising compliance teams on potential or actual conflicts of interest, complaints, or issues raised by investors for a $12B hedge fund. I maintained an advanced understanding of the firm’s investment products and partnered with teams to create and maintain marketing materials, pitchbooks, presentations, DDQs, RFPs, fund documents, and ad-hoc requests from current and potential investors and consultants. Key Contributions: ✓ Crafted pitchbooks, acquired several new clients, and managed the launch of a firmwide website ✓ Assessed firm/investor needs for the website, assessed vendors, set the timeline, and tested the site ✓ Transitioned to a new CRM and website, liaising between the firm and developers

Dallas-Fort Worth Metroplex

As Executive Assistant, I delivered confidential, professional and personal assistance to the Chairman and Chief Risk Officer (CRO) including calendar management, domestic and international travel arrangements, and personal and corporate events planning. I also bridged gaps in communication to settle team conflicts and drive consensus.

Greater Philadelphia Area

Presiding over branch operations, I exercised a high level of authority over branch operations. This entailed approving correspondence, fund disbursements, trades, and other items to comply with all firm and SEC regulations. I also maintained a thorough understanding of firm products, policies and procedures, and technology and oversaw inventory, procurement, security, and safety processes.Key Contributions: ✓ Forged and sustained client relationships with ultra HNW clients with up to $100B in AUM✓ Led a small team of 6, retaining 100% during tenure

Houston, Texas, United States

In this role, I acted as key relationship manager for ultra-high-net-worth clients focusing on a high level of professional service and responsiveness while maintaining a strong understanding of client suitability and risk tolerance.Identified opportunities for financial planning products for clients

Dallas, Texas, United States

Bachelor Of Arts - Ba, History

Pursued The Master Of Architecture (Incomplete)

Education record