Stephanie Hockman Email & Phone Number

Amherst, MA, US

Founder of a talent development and executive coaching business focused on the financial services sector. We help companies attract, grow, and retain top diverse talent and work with individuals to unlock purpose, impact and performance. Check out alivstaloop.com for more information about executive coaching opportunities, the LAUNCH program, and our Women.

New York, New York, US

I am excited to be advising Enrich Scholars on their mission of leveling the playing field for college students, recent graduates, and young professionals of color by helping them connect with the employers that need them. We are expanding our corporate partnerships who are seeking to diversify their workforce and placing students of color from the.

Chicago, Illinois, US

Adventis is the company of choice for individuals from all backgrounds who want to win competitive, entry-level finance positions. Adventis has the premier Financial Modeling Certification (FMC®) Program that thousands of students and early-career professionals have used to obtain positions at investment banks, private equity firms, hedge funds, and other.

I'm excited to be and advisor to RhinoRope and its founder, Faraz Khan. RhinoRope is a weighted battle rope that builds muscle while burning fast and is proven to improve balance and posture. It come in 3 sizes to help you build cardo stamina, muscle, and overall fitness wherever you are. No gym necesssary.Check out the product online at rhinorope.co

Alvista Loop Consulting, LLC (ALC) focuses on transforming clients' vision into success. ALC delivers clear, concise, candid, and customized plans that distills complex information into actionable solutions. ALC utilizes the founders decades of experience with acquiring, retaining, and developing talent and building cross-functional global teams, to help.

Amherst, MA, US

Created the inaugural Careers in Business and Finance initiative, which is a comprehensive program dedicated to coaching, advising and preparing ~400 students annually for careers in finance, consulting, management, general business, and entrepreneurship. Key metrics of the program include:* Collaborated with employers on best practices to engage with.

Founder of a talent development and executive coaching firm that focuses on elevating diverse talent and leaders through a continuous improvment loop.

New York, US

I loved working with Julie Choi, Founder of Pointr, and the entire Pointr team. Pointr helps companies revolutionize the way they approach recruiting, their people and their teams. Pointr helps companies actualize inclusion and create a culture of diversity and a place where talent wants to build a career. Pointr helps individuals bring their whole selves.

Paris, FR

• Meticulous review and assessment on the performance of four employees in dealing with all strategic marketing and communication initiatives
• Hands-on management and implementation of several marketing strategies while maintaining strategic communications with clients and vendors; managed their budget worth approximately $2M annually
• Led the creation and implementation of communications related to global regulatory initiatives, including Dodd-Frank Act, European Market Infrastructure Regulation (EMIR), and Foreign Account Tax Compliance Act (FATCA)
• Fulfillment of liaison duties with the media relations team to build brand awareness of personnel and products

Paris, FR

• Active involvement in the Global Equities and Commodity Derivatives (GECD) Executive Committee and the Global Prime Services Management Committee
• Hands-on engagement in the Global Women’s Leadership Initiative as an inaugural member, which emphasized the advancement of women in the organization
• Creative input in the creation and implementation of programs for employee development, engagement, and retention through leadership on the Career Development Board, founder of the GECD Analyst & Associate Advisory.
• Implementation of systematic assessment and formation of working groups for the implementation of initiatives to improve firm culture and processes that were identified in an annual employee survey
• Progressively increased team management and functional responsibilities throughout tenure increasing impact to firm and cultureCAREER ACCOMPLISHMENTS: Demonstrated major increase to the effectiveness of overall client.

Paris, FR

• Formation and supervision of the Client Implementation Coordinators (CIC) Team - team was the single point of contact for internal marketers and external clients to integrate all equities and commodity execution clients
• Created a client on-boarding governance and supervisory process that ensured company and regulatory compliance; became the standard for all GECD
• On-boarded more than 350 accounts to the the GECD platform on an annual basis
• Coordination of professional training for all employees regarding the internal on-boarding process and regulatory initiatives
• Develooped and cultivated tactical partnerships with cross-functional, global, and regional teams to insure efficiency and effectiveness of process
• Demonstration of accuracy in overseeing the internal and external audit and regulatory inquiries

Paris, FR

• Proactive supervision to the global team for on-boarding all clients into the prime services platform
• Creation and administration of the new account validation process including validation of revenue potential, risk tolerance, and capital use
• Cultivation of direct communication with global management and internal stakeholders in improving the process and removing impediments, thereby resulting in an efficient and streamlined client experience
• Preparation of several comprehensive processes to guarantee compliance with firm standards and regulatory requirements while maintaining client focus
• Proficient oversight of internal and external regulatory inquiries and audits

Paris, FR

• Keen monitoring of the performance of nine senior relationship managers in New York, New York; San Francisco, California; Chicago, Illinois; and Dallas, Texas
• Leadership led to successful improvement of overall client satisfaction as well as the 40% increase in revenue by realigning resources and renegotiating pricing for unprofitable accounts
• Formulation and enforcement of a cohesive team strategy to achieve the growth and stability of client base after the transition to BNP Paribas
• Systematic assessment on all US prime services clients for profitability and growth; while directing the implementation of strategic plans for the realignment of resources and key strengths, including:― Review and.

Charlotte, NC, US

Served as key liaison and resource to management regarding the sale of the prime brokerage platform. Retained 100% of the personnel and clients during the transition. Duties included contract revisions, IT and documentation transfer and regular communication to management on the buy and sell side of the transaction.

Charlotte, NC, US

• Delivery of significant contribution to the US Prime Brokerage Management Team

Charlotte, NC, US

• Constant communication with clients to consult regarding the optimization of entity structures, staffing, processes, and vendor selection to allow for efficient and systematic growth
• Implementation of various annual client events, which improved client relationships, cross-selling of firm products, and increased client revenue
• Close coordination with sales regarding client pitches, while overseeing the onboarding of all new clients, including the organizational structure review, account documentation negotiation, account setup completion.
• Organization and facilitation of various training sessions for clients’ personnel, hedge fund investors, and service providers to accurately discuss prime brokerage services
• Strategic oversight to the execution of hedge fund roundtable forums in numerous cities providing an opportunity for networking and discussion of current issues to the hedge fund community
• Achievement of 100% success rate in retaining more than 200 personnel and 695 clients during the transition to BNP Paribas by maintaining coordination with legal, compliance, and marketing groups at both firms; as well.

Progressed from tax consultant to experienced manager over seven years. Focused exclusively in the financial services sector providing structuring advice and tax implementation tactics to hedge funds, investment partnerships, institutional investors, and family partnerships. Created the Hedge Fund Advisory Group and implemented strategic initiatives to.

Leading With Finance, Business Leadership

Authentic Leadership Development, Organizational Leadership

Bachelor Of Business Administration (Bba), Accounting

Bachelors Of Business Administration & Masters Of Professional Accounting, Business & Accounting