Theresa Boyd-Stith Email & Phone Number

United States

Legal Operations

New York, United States

New York, Ny

Accomplish objectives in improving investor relations by executing the strategic direction and governing the scope of client management, communications, and marketing. Actively planned, coordinated, and monitored investor events of 10 – 20 annually. including the annual meetings, semi-annual webcasts, and Advisory board meetings with up to 500 attendees. Lead Investor data management processes, investor onboarding, prospect, and investor meetings logistics for 1.2k – 2.5k meetings annually.• Lead cross group onboarding and training of Salesforce, IR sales support, Lenos and WTV processes adhering to regulatory compliance expectations.• Saved $250K in event costs annually and minimized deviations from targets in budgeting by overseeing all aspects of IR operations, project management, events, CRM tracking, and vendor relationships.• Single point of contact and coordination for Investors for the dissemination of information on investments for the funds totaling $104B• Key contributor to fundraises process yielding asset growth of 50% over eight-year period while supporting fundraise processes raising private equity funds, relationship building, separately managed accounts, continuation funds, and credit funds.• Increased investor communication oversight for clients/internal teams by creating a client service model focused on metrics and business intelligence data using KPI and dynamic reporting improving the investor experience 25%.• Improved communication of complex topics by incorporating business intelligence tools or systems, including design of related databases, spreadsheets, or outputs.• Serve as a point of resolution, responding to requests for information from investors.

New York, Ny, United States

Prepared senior leaders internally for meetings with limited partners. Managed the logistics for and periodically participated in investor conferences, investor meetings, office visits, and roadshows. Maintained up to date records in the CRM. Executed mass mailings. Collaborated with investment, legal and compliance teams to complete deliverables for clients and consultants.• Improved client service with reports that translated complex information and illustrated strategies, successfully using touch points tailored to varying/diverse customer needs.• Strengthened clients' perception and confidence in accountability and credibility while completing DDQ and RFP questionnaires.

Master Of Science - Ms With Distinction, Organizational Leadership

Activities and Societies: Delta Mu Delta Honor Society

Bs, Behavioral Science