Stacey Penlon Email and Phone Number
Client service and business management professional with 20+ years of experience. I thrive on getting things done, from managing and mentoring a team, to ensuring processes and places run smoothly, to envisioning and executing great events; all with the goal of providing an exceptional client or employee experience. - Investor services / hedge fund operations - Planning client events- Facilities management- Human resources functions, employee onboarding, culture ambassador- Creation of company protocols, processes and procedures-Overseeing administrative teams and functions-Responding to client requests-Implement and carry out employee review processI gain a deep satisfaction from seeing clients happy and from seeing growth in my team members. I believe those two things go hand in hand. When a team is properly mentored and trained, we can all work toward the common goal of excellent client service, regardless of industry. Whether it be day to day client requests, event planning, or business management, the end goal of client satisfaction can be achieved with a clear goal and cohesive strategy.
Taurus Asset Management, Llc
View- Website:
- taurusassetmanagement.com
- Employees:
- 7
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Business Management AdministratorTaurus Asset Management, Llc Jan 2024 - PresentNew York, New York, United States -
PresidentBeacon Pantry Mar 2014 - Feb 2024Beacon, New York, United States* President and Founder of premier Hudson Valley catering company, gourmet shop and restaurant. * Oversaw 3 expansions, hire and mentor staff of 12* Manage facilities, vendor relations, develop processes and procedures* Train staff in client satisfaction, formulate company budget, handle accounts payable and payroll.*executed partial sale of business in 2022 and transitioned to investor in 2023.
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Director Of Client Service OperationsSilver Point Capital Jan 2006 - Feb 2014Greenwich, Ct• Oversee all aspects of subscription, transfer and redemption process, investor performance reporting and distributions• Hire, train and mentor Client Service team members• Completed assessment of all team processes and implemented changes in order to reduce key man, process or technology risk • Launched original client website (Fall 2008), including vendor selection, site design, roll-out to 1000+ users and updated client website with new vendor (Fall 2011)• Participated in launches of 3 new private equity funds• Oversight of investor CRM and maintenance of investor website• Manage investor reporting process
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Co Chief Administrative OfficerSandell Asset Management Apr 2005 - Dec 2005New York, NyCo managed all facets of office management, Human Resources, administrative staff training, accounts payable Handled personal work and finances for firm’s founder -
Investor Relations And Operations ManagementBasswood Partners Sep 2002 - Apr 2005Greater New York City Area• Executed all aspects of Investor Relations• Tracked and reviewed all subscription/transfer/redemption activity for all funds• Produced and distributed capital statements for all domestic investors on a monthly basis• Distributed investor performance figures and monthly reports• Liaised with prime broker, administrator, and outside counsel• Managed all accounts payable, soft dollar billing and employee expenses• Prepared and executed all company wire and banking transactions, reconciled corporate bank accounts, extensive banking and financial involvement for founding family• Performed all HR functions, including benefits administration• Trained and supervised administrative staff• Liaised with outside technology provider regarding all technical / computer aspects for entire business, including purchasing of new equipment
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Business ManagerJhc Capital Management Llc Apr 2001 - Sep 2002Greenwich, Connecticut, United StatesManaged and executed day-to-day operations of start up Hedge Fund, including Investor Relations, trade input, accounts payable, build out of office space, vendor management -
Equity Research Production ManagerSoundview Capital Group Aug 1999 - May 2000London, England, United KingdomBusiness development -
Equity Reseach Production ManagerSoundview Capital Group Jan 1998 - Jul 1999New York, New York, United StatesEdited equity research for team of analystsSupported Head of Equity Research in development of departmentTransferred to London to help build similar department in London office -
Office ManagerIntegrity Capital Management Aug 1997 - Dec 1997New York, New York, United StatesHedge Fund Office Manager
Stacey Penlon Education Details
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Foreign Languages And Literatures, General
Frequently Asked Questions about Stacey Penlon
What company does Stacey Penlon work for?
Stacey Penlon works for Taurus Asset Management, Llc
What is Stacey Penlon's role at the current company?
Stacey Penlon's current role is Experienced client / financial services professional.
What schools did Stacey Penlon attend?
Stacey Penlon attended University At Buffalo.
Who are Stacey Penlon's colleagues?
Stacey Penlon's colleagues are Gayathri G Sree, Cristina Manzi, Cfp®, Bradford Peck, Lorri-Anne Cummings.
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Stacey Penlon
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