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 in Finance Womentorship opportuniites.

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 thousands that are in our database. Enrich Scholars provides information, coaching and a professional network to college students, recent graduates, and young professionals of color who often lack the opportunities of their white peers. We are removing barriers for individuals of color while helping companies achieve success through incorporating diversity in their workforce.

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 financial service organizations.

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 clients understand and traverse the dynamic terrains of business to enhance their processes, augment performance, and elevate their bottom line. ALC works with financial service firms, start-ups, growth ventures, established companies, institutional investors, and professional service firm to develop and grow their businesses. Example Transactions include:* Advised founder-owner of B2B SaaS startup; created marketing strategy for targeted financial service companies; developed growth plan to increase utilization by early career talent for this culture building tool* Crafted early talent recruiting, learning & development, and retention programs for boutique investment advisory firm * Provided strategic guidance to EdTech venture-backed company including insights for product expansion to diverse enterprises and market intelligence about early career talent utilization * Assessed competitive landscape and product offerings for a professional service firm; created strategy for expanded offering including realigning talent for maximum effectiveness

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 diverse student population of which 45% identify as POC and 25% as FLI* Advised students on how to identify firms with cultures that aligned with their identities and values* Increased internship and full-time employment opportunities for students by cultivating and building strong relationships producing a 28% YoY growth* Grew alumni engagement with students by 35% through improved networking and programs* Developed and implemented core, pre-professional seminars and workshops to supplement students' formal, classroom, liberal arts education with pragmatic and necessary skills to excel in business and finance. Programs included an emphasis on experiential learning opportunities such as treks, competitions, and internships as well as focused workshops on that enhanced professional development skills.* Work collaboratively with 10+ startups and entrepreneurs on campus to vette ideas and create business plans

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 to the workplace, find cultures that value their uniqueness, and find organizations that are worthy of their loyalty and allegiance. In a time when we have to think faster, listen faster, sell faster, and implement faster, Poinr helps companies and individuals increase their ROI. Time is money and everyone wants to spend their time where they can gain the most value. Pointr facilitates that through an online system thatl allows individuals the portal to be honest and real and allows companies to demonstrate their focus on the importance of each individual.As an advisor, I'm excited to help Pointr grow and revolutionize not only the recruiting of talent, but re-imagine how individuals find the cultures that seek to help them grow, where they can be heard and places they can create impact. Working with Pointr combines my lifelong focus on developing people and helping businesses cultivate a people-centric mentality.

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 Board, and founder of the Global Markets Women’s Forum• 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 integration process involving the onboarding of more than 350 accounts to GECD products and platforms on an annual basis Created the BNP Paribas Celebrates Success speaker series which highlighted key women (initial speaker was Madeleine Albright). Served as the driving force behind the successful improvement of overall client satisfaction as well as the 40% increase in revenue by realigning resources and renegotiating pricing for unprofitable accounts Led the development and implementation of the GECD Americas Analyst and Associate Training Program Advisory Board, focusing on the standardization and improvement of the interview and selection process; development of core school recruiting teams; and the establishment of a comprehensive internship as well as engagement and retention programs

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 determination of 150 less profitable clients and facilitate their transition off the platform through sale to a competitor― Successful transition of clients from the co-location technology platform

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, and platform functionality demonstration through new client orientations• 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 as by conducting development of effective client and internal communication tools and motivated nationwide teams• Provision of expert supervision to more than 250 accounts from the Midwest to the West Coast, which drove major increase in profitability in each office at Chicago and San Francisco by 25% to 30% through renegotiating contracts and enhancing client service• Composition of the inaugural ”How to Start a Hedge Fund Guide,” a book based on personal consulting efforts to hedge fund clients, and which was subsequently published and distributed to clients and prospects• Establishment and restructuring of a nationwide process of account review, which substantially boosted client profitability and efficient usage of firm resources

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 increase the number of clients and monetize current relationships for increased profitability. Supervised and handled training for new tax staff and created and implemented the annual Tax Challenge undergraduate and Graduate programs.Demonstrated strong understanding of tax strategies and implementing efficiency through creative organizational structures or trading strategies that maintained economic profitability.

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