Tebaldi, Beth Email & Phone Number

Charlotte, North Carolina Area

Update and maintain monthly, quarterly and semi-annual client review presentations and manager reports in PowerPoint. Coordinate between multiple groups internally to gather portfolio data and commentary, and convert into a presentable format. Organize and communicate to all groups involved the timing of various components needed to complete client presentations and the final due dates for client use. Provide website support of corporate client portal by posting fund documents. Provide PowerPoint support for ongoing automation project of client deliverables. Key Contributions:- Currently producing 70+ monthly/quarterly deliverables in the latest corporate PowerPoint templates- In 2018-2019, was a key contributor to automating 9 client manager reports in new Seismic software application.- In 2015, converted all client review materials to new corporate re-branded format within 3-month time period

Springfield, Massachusetts Area

Managed web content for investment-related communications. Reviewed and posted investment performance online for client reporting. Served as primary contact with Morningstar to coordinate third-party analysis on MassMutual investment program. Updated quarterly investment and manager reports. Collected and organized data and compliance information from fund managers for due diligence reporting to both clients and Board of Trustees. Coordinated regulatory document updates and processes.Key Contributions:- Project managed build of new product performance web page for all investment-related legal and marketing documents, resulting in a more efficient, user-friendly website- Enhanced investment websites in a joint effort with IT, developing significant upgrades to performance reporting- Project managed major communication initiative to update public and private websites with revised investment performance and disclosures, put into production on a Saturday to minimize exposure and inconvenience to clients

Springfield, Massachusetts Area

Produced investment marketing support materials and client/prospect presentations. Managed multiple calendars for key executives and scheduled all travel arrangements. Prepared marketing communications materials for both internal and external web sites. Collected and organized compliance materials from fund managers for quarterly Board of Trustees meetings. Conducted market research on current events in the financial services industry, competitors and fund managers. Key Contributions:- Managed administrative and operational support for 2 sub-groups within the MassMutual Investment Advisory Group, reducing costs by eliminating the need for additional staff- Helped create lead generation and positive brand image by organizing annual sales conferences, arranging logistics and serving as primary communication contact- Discreetly communicated and stored sensitive, confidential information (new hires/terminations, employee records, legal proceedings), keeping in accordance with legal filings and corporate policies

Springfield, Massachusetts Area

Coordinated the production of local advertising. Drafted press releases and general correspondence. Proofread all outgoing documents for content, grammar and spelling accuracy. Researched local publications for articles about MassMutual and the financial services industry. Interacted daily with clients, policyholders and the media, and issued timely, accurate responses. Generated adhoc reports and presentations using Microsoft Office applications.Key Contributions:- Published internal newsletter about MassMutual and the financial services industry to keep senior management and associates aware of the latest developments.- Provided event-planning support for the U.S Open Tennis Tournament by hosting the corporate tent and tracking attendance records and ticket usage information to show trends in potential sales opportunities.- Acted as the MassMutual Webmaster by efficiently addressing incoming e-mails to the corporate website, providing excellent customer service.

Springfield, Massachusetts Area

Performed general administrative and operational functions for the Midwest region plan benefit administration. - Provided excellent customer service by serving as primary contact for customer inquiries and promptly resolved policyholder issues- Efficiently and accurately processed new issues and changes in contracts, resulting in immediate implementation with no delay in benefits activation.