Sharon Hayman, Cfa Email & Phone Number

I have 25+ years experience in various roles within the financial services industry. Relationship Management:· Developed and deepened client relationships with public and private institutional investors, consultants, subadvisory, RIAs, and fund investors· Built and oversaw client management team and processes to support full client lifecycle, from reporting and operational support, to servicing and communication, including investment and market updates · Client advocate and daily contact for over 85 clients totaling almost $30B in AUM at peak· Partnered with cross-functional teams to develop processes for timely and accurate client-focused reporting.Product Development/Management:· Analysis of competitive landscape and product design· Launched vehicles across private, 40 Act, variable insurance and offshore funds and Collective Investment Trusts (CIT)· Led integrations of fund acquisition processes from legal to operational to client support Outside Vendor oversite:· Responsible for hiring and oversight of key vendors· Designed working model and managed outsourced relationshipsI’ve been an advocate for women in the investment industry including co-founding Women in Investing Network of Philadelphia, which provides educational programs, social events, and networking opportunities, leading the CFA San Francisco Women’s Initiative Network encouraging woman to join the financial industry through networking and skills based events and as a member of the 100 Women in Finance Education committee. I’m also passionate about financial literacy and am on the board of the Bay Area Financial Education Foundation (BAFEF), where I teach high school students about the importance of budgeting and investments.