Yolanda O. Email & Phone Number

Thoroughly analyze portfolio developments and craft the language used for periodic client reporting, with focus on largest investments, meaningful realizations, valuation drivers and other relevant developments in the reporting periodPreparing, optimizing and publishing digital content for multiple online channels and targeted campaignsOversee and respond to client requests relating to assigned mandates focused investment programs

Write tailored, persuasive and high-quality proposals to support the firm’s fundraising efforts across the globeManage a structured, organized proposal development process that incorporates stakeholder inputs, reviews and strict client-driven deadlinesStrong knowledge base of the firm's products, asset classes, investment approach and other aspects of the corporate platform to effectively understand and respond to client requestsSupport client relationship managers with written proposals, as well as respond to ad-hoc requests for informationCoordinate and liaise with various teams and specialists within the firm to develop and maintain accurate and up-to-date written material and other marketing collateralInitiate, participate and lead projects within the team to help support and build out the firm’s proposal development processand a range of other marketing materials (e.g., database maintenance, updating standardized content, etc.)

Ensured accurate and timely processing of accounting data for over a dozen small businesses

Serve as a scrum team member on Salesforce projects for nonprofits and higher education institutionsPerform declarative Salesforce build workAssess client business requirements to design sound solutionsContribute to user story writing including acceptance criteria and (later) test scriptsConduct quality assurance for build, data migration, and deploymentCreate user documentation and facilitate user testing and user training

Crafted social media posts to engage current and prospective clientsScripted and created training videos in English and SpanishTranslated wide array of documents from English to Spanish

Product expert on all technology sold by Best Buy.Developed individualized solutions for customer concerns.Apple Master – monthly Apple training to keep up to date on productsand trends.

Denver, Co

Developed a fundraising plan generating $500+ to benefit victims of domestic violence and DACA recipients. Raised awareness of COLOR’s work in the community through social media and community events.

Denver, Colorado, United States

Administrative duties including front desk responsibilities.Triaged constituent’s feedback and concerns.Composed correspondence for constituents using vetted communication.Conducted legislative research on health, environmental, and immigrationpolicies. Findings were utilized by Rep. Lewis in committee hearings. Organized and participated in committee and bill hearings as needed.

Master Of Science - Ms, Business Administration And Management, General

Activities and Societies: Graduate Student Government - Director of Social Media

Bachelor'S Degree, International Business

Activities and Societies: Sigma Lambda Gamma National Sorority Incorporated - Vice President, Cultural Awareness Co-chair Business Ethics.

Education record

Study abroad program

Chinese Language And Literature

Summer program studying Chinese