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@horizonbank.com
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Shelley Mulconrey is listed as Retired at Save the Dunes, a with 16 employees, based in Beverly Shores, Indiana, United States. AeroLeads shows a work email signal at horizonbank.com, phone signal with area code 219, and a matched LinkedIn profile for Shelley Mulconrey.
Shelley Mulconrey previously worked as Finance Committee Member at Save The Dunes and Senior Trust Officer at Horizon Bank. Shelley Mulconrey holds Mba, Finance from University Of Chicago.
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AeroLeads found 1 current-domain work email signal for Shelley Mulconrey. Compare company email patterns before reaching out.
Shelley Mulconrey is a Retired at Save the Dunes. She possess expertise in investments, portfolio management, hedge funds, alternative investments, finance and 16 more skills. Colleagues describe her as "I first met Shelley in 1998 when she was the credit officer at Harris Bank for the fund of hedge fund where I worked (Sirius Partners). I then worked directly with Shelley at Glenwood and then slightly more indirectly in her role at Man. First and foremost, Shelley is a team player of very high integrity. She is a competent and extremely hard working individual who always gets the job done in an uncomplicated and apolitical manner. She is also very creative in figuring out the best way to get new information or in doing things in better ways." and "Shelley brings great organizational and analytical skills to any work environment. Her attention to detail and professional, pleasant manner helped to produce positive results in many of the projects we tackled together."
Listed skills include Investments, Portfolio Management, Hedge Funds, Alternative Investments, and 17 others.
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Board Member and Finance Committee Chair from Oct 2009 to Oct 2013 for non-profit organization dedicated to preserving, protecting and restoring the Indiana Dunes and all natural resources in Northwest Indiana's Lake Michigan Watershed for an enhanced quality of life. Role focused on oversight of finances, budgetting and fundraising. Presently a member of the Finance Committee.
I specialized in coordinating estate, investment, retirement and financial planning strategies for trusts, corporations and individuals in LaPorte County, Indiana. I built and expanded customer relationships through delivery of trust and private banking services.
MAJOR CONTRIBUTIONS:Closed-end fund launch coordination: • Reengineered distribution methods to meet demands of a large but short campaign.• Supervised financial writer and design agency team and US marketing department on the project.• Managed launch time line, devised budget / cost schedule and projections, chaired project team meetings. Developed product post-launch Web site, presentations for the underwriting syndicate, and printing / distribution plan for sales materials. Launch of long/short equity hedge fund for US investors. • Adapted sales materials for US investors, arranged for sales training, devised performance reporting and established process for production and distribution of performance reports, all within a three-month deadline.• Initiated electronic marketing campaigns and materials for key distribution channel. • Fund raised $25MM in one year and expanded product line Coordinated interdisciplinary team to launch more than 15 hedge funds. • Developed suite of marketing, RFP, and performance reporting templates. • Collected data, compiled fund launch budget, and projected future expense scenarios. • Raised >$600 million in assets.
Investor Relationships: Fostered strong relationships with more than 100 high net-worth individuals, 50 institutions and financial consultants, and Man offshore sales force Marketing: Orchestrated client meetings and presented to small groups. Built a solid knowledge base for the company for > 200 RFP responses. to use in responding to Requests for Proposals Performance reporting: Instituted extensive reporting process for growing Japanese clientele and created pro forma portfolio presentations for marketing to this segment. Primary relationship contact for Japanese intermediary. Facilitated launch of 10 funds in US and overseas
Contributions:• Lead banker in a two-bank subordinated debt syndicate. Analyzed ability of borrower to service debt over the coming years, restructured the credit facility in negotiations with the co-lender and borrower, so borrower could continue to perform until it found a buyer. Actions prevented the bank from taking a multi-million loan loss and retained a borrower generating an estimated $200K/year profit.• Developed a unique specialty in marketing banking services to underbanked hedge funds, funds of funds, and family offices. Researched the specific needs of this market and won support of Harris bank credit officers. Generated business in this sector through cold calling hedge funds, attending conferences, networking, and obtaining numerous referrals. Grew sub-portfolio from 1 client / $100K in contributions to 15 clients / $2.5MM/year.
Other employees you can reach at savedunes.org. View company contacts for 16 employees →
Activities and Societies: Sphinx, AIESEC
Quick answers generated from the profile data available on this page.
Shelley Mulconrey works for Save the Dunes.
Shelley Mulconrey is listed as Retired at Save the Dunes.
AeroLeads has found 1 work email signal at @horizonbank.com for Shelley Mulconrey at Save the Dunes.
AeroLeads has found 2 phone signal(s) with area code 219 for Shelley Mulconrey at Save the Dunes.
Shelley Mulconrey is based in Beverly Shores, Indiana, United States while working with Save the Dunes.
Shelley Mulconrey has worked for Save The Dunes, Horizon Bank, Man Investments, Glenwood Capital Investments Llc, and Harris Bank.
Shelley Mulconrey's colleagues at Save the Dunes include Katie Hobgood, Harshini Ratnayaka, and Lisa Scheller.
You can use AeroLeads to view verified contact signals for Shelley Mulconrey at Save the Dunes, including work email, phone, and LinkedIn data when available.
Shelley Mulconrey holds Mba, Finance from University Of Chicago.
Shelley Mulconrey is listed with skills including Investments, Portfolio Management, Hedge Funds, Alternative Investments, Finance, Investment Management, Securities, and Financial Services.
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