Susan Grilo Email & Phone Number

Scottsdale, Az, Us

As a Board Member at CoinCarve, I contribute to the strategic direction and governance of the firm, guiding high-level decision-making on investments, risk management, and business growth. I collaborate with fellow board members and executive leadership to ensure the company’s mission aligns with market trends and client needs, while also upholding regulatory and fiduciary responsibilities.My role involves providing insight into both traditional and digital asset markets, leveraging my expertise in fintech innovations like blockchain and decentralized finance (DeFi). I work to ensure that the firm remains competitive and forward-thinking in an ever-evolving financial landscape. Additionally, I help oversee the integration of new technologies, contributing to a long-term vision that maximizes shareholder value and enhances operational efficiency.I also play a key role in risk assessment and mitigation strategies, ensuring that our company not only meets but exceeds industry standards in compliance and client satisfaction. My focus is on fostering sustainable growth, advising on key financial initiatives, and driving innovation across the organization.

As a Senior Advisory Consultant at CoinCarve, I provide expert guidance and strategic advice to high-net-worth clients, institutional investors, and company leadership on investment strategies, digital assets, and innovative fintech solutions. My role involves analyzing complex financial data, market trends, and emerging technologies to develop tailored investment strategies that align with clients' financial goals and risk profiles.I collaborate closely with internal teams, including portfolio managers, data scientists, and technology specialists, to deliver cutting-edge solutions that enhance our clients' portfolios and operational efficiency. Additionally, I advise on the integration of fintech innovations such as blockchain, decentralized finance (DeFi), and AI-driven investment tools, ensuring that our clients benefit from the latest industry advancements.In this role, I also engage in thought leadership by staying informed of regulatory changes, economic trends, and fintech innovations to help clients navigate the evolving financial landscape. My focus is on delivering high-impact insights that drive client success, mitigate risks, and capitalize on growth opportunities in both traditional and digital markets.This highlights my expertise in advisory, strategy, and fintech innovations while emphasizing my role in client success.

As the Head of Customer and Private Client Service at Aspen Financial Management, I lead the client service team to ensure the delivery of top-tier, personalized support to our high-net-worth clients and institutional partners. I oversee all aspects of client interactions, focusing on enhancing client satisfaction, retention, and loyalty through strategic service improvements and a deep understanding of each client's individual needs. My responsibilities include managing a team of skilled customer service professionals, ensuring that inquiries, issues, and concerns are handled efficiently and with the utmost discretion. I work closely with internal stakeholders across departments, including investment management, compliance, and operations, to ensure clients receive accurate and timely information regarding their portfolios, transactions, and market updates. Additionally, I implement and refine processes to continuously improve the client experience, leveraging data and client feedback to identify areas for growth.A key part of my role involves nurturing long-term relationships with private clients by providing bespoke services tailored to their financial goals and objectives. I also maintain a strong understanding of market trends and regulatory changes, ensuring that our clients are well-informed and that our services remain compliant and competitive. By leading with a client-centric approach, I aim to deliver exceptional value and foster trust, making our hedge fund the preferred partner for sophisticated investors.BELOW IS AN OUTINE OF MY ROLE: 1. Leadership: Lead and manage the client service team, ensuring efficient operations and service delivery.2. Client Relationship Management: Develop and maintain strong relationships with high-net-worth individuals and institutional clients.3. Strategic Oversight: Implement and refine service processes, identifying opportunities for improvement based on client feedback and data.

As a Customer Care Representative at Aspen Financial Management, I am responsible for managing client relationships by delivering exceptional service and support. My role involves serving as the primary point of contact for clients, addressing their inquiries, and resolving issues promptly to ensure their experience with our firm is positive and seamless. I work closely with various departments, including operations, compliance, and investment teams, to provide clients with timely and accurate information regarding their accounts, transactions, and portfolio performance. In addition, I ensure that all client communications are handled with professionalism and confidentiality, contributing to the trust and confidence our clients have in our services. My goal is to maintain high client satisfaction by not only meeting but exceeding expectations through efficient problem-solving, proactive communication, and a deep understanding of their needs. I also participate in ongoing training and development to stay informed of industry trends, regulations, and company offerings, allowing me to deliver informed and tailored solutions to our diverse client base.BELOW IS AN OUTLINE OF MY ROLE:1. Client Interaction**: Act as the primary point of contact for clients, handling inquiries and resolving issues.2. Issue Resolution: Address and resolve client concerns efficiently to ensure a seamless experience.3. Client Communication: Ensure all communication is handled professionally, maintaining confidentiality and trust.4. Client Satisfaction: Focus on exceeding client expectations through proactive communication and problem-solving.5. Client Account Support: Provide ongoing support regarding account details, transactions, and portfolio performance.6. Ongoing Learning: Stay updated on industry trends, regulations, and hedge fund services to provide accurate and relevant information to clients.

Assisting corporate clients with projects such as:•Tax provision calculations and footnotes for 10Q & 10K filings• IRS & state and local tax audits• Prepared monthly tax related accruals, tax account reconciliations, quarterly estimate and year-end extension calculations.• Prepared Schedule M-1 adjustments, including supporting schedules and work papers; reviewed corporate federal and state income tax returns.• Created and maintained processes and procedures for sales/use tax compliance, including appropriate taxing of new and existing customers and maintenance of resale and exemption certificates.• Managed tax audits and related requests, both foreign (with assistance from local controllers) and domestic (IRS and SALT). • Determined the proper tax and accounting treatment of complex issues, monitored current legislative and accounting developments and communicated findings to executive team. • Managed the day-to-day tax function while leading, teaching and mentoring internal tax direct reports.

Master Of Business Administration - Mba, Accounting And Finance

Bachelor Of Science - Bs, Accounting And Business/Management

Education record

Activities and Societies: Debate Team