Wes Soper Email & Phone Number

Boston, MA, US

Greater Boston Area

• Run all day to day operations and support Chair on long-term, strategic initiatives to advance Department's mission and goals.
• Senior management (Chair) communications; effectively communicate all important developments to leadership; disseminate information outward to all relevant parties; serve as the ‘voice’ of the department. Draft email.
• Manage and optimize all departmental finances, including a $2M annual operating budget, a $100K annual research account, and $500K in annual discretionary funds. Finished each fiscal year without a budget.
• Supervise a team of up to seven Executive Office Associates.
• Spearheaded the department’s transition to new software systems for travel management, expense reimbursement, and class scheduling. Conducted all user training for faculty/staff (30 people).
• Improved brand awareness through alumni outreach, website redevelopment, and appointment of visiting scholars.

Effectively managed communications through proper channels, including portfolio managers, relationship managers, and transfer agents.

Part of an award winning team tasked with providing shareholders and financial advisors unparalleled service and secondary market support on over 200 open-ended and closed-ended mutual funds Partnered with internal and external wholesalers with responsibilities including - prospecting sales, constructing portfolio hypotheticals, and distributing sales.

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor Of Arts, Chemistry; Art History

Bs, Chemistry, Art History