Diane D.

Client Service/Marketing/Communications

Profile

Seasoned professional with track record of providing superior client service and collaborating with internal/external stakeholders to achieve business objectives (both for-profit and non-profit).

Key Skills & Competencies

Strong interpersonal skills | Trusted and flexible team player | Highly efficient
Adept at handling multiple priorities under pressure | Procedure Streamlining & Process Improvement
Excellent oral and written communication skills | Editing/proofreading | Strategic and analytical thinking
Creative problem-solving | Project management
Tech skills: Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook); CRM databases (Backstop, Raiser’s Edge); Adobe products (InDesign, Photoshop) and WordPress

Professional Experience

IVORY INVESTMENT MANAGEMENT, LLC, New York, NY
Client Service/Investor Relations Consultant (remote position) - 3-month contract
Head of Client Service - 10 years
* Managed all aspects of multibillion-dollar long/short equity firm’s client service operations for a client base comprising institutional investors and high-net-worth individuals, with peak assets under management of $4.2bn from ~600 investors.
* Served as primary liaison between firm’s marketing, accounting/operations and legal/compliance groups, as well as with firm’s third-party administrator. Worked closely with senior management, including President/COO, Head of Marketing, CFO and GC/CCO.
* Conducted 80+ operational due diligence meetings with prospective and existing investors, including domestic and international institutional consultants, funds of funds, pensions, sovereigns, endowments and foundations.
* Completed 100+ due diligence questionnaires and RFPs.
* Coordinated production, updating and distribution of marketing collateral and investor communications; maintained website content.
* Oversaw subscription/redemption process and maintenance of CRM system.

ACUMEN, New York, NY - 3.5 years
Marketing and Communications Manager
* Managed marketing and communications strategy for start-up global venture fund that contributed to raising $45mm; worked closely with CEO; managed several key foundation relationships and drafted proposals that brought in more than $3mm.
* Developed regular, detailed reporting on the progress of investments in portfolio; produced quarterly newsletters to extended community; and maintained website content.
* Supervised large-scale annual events.

LOVETT PRODUCTIONS, INC./OPTS EVENTS/WASHINGTON MUTUAL, New York, NY - 1 year
Associate Video Producer/Program Manager, Home of the FreeTM
* Coordinated student photojournalism program sponsored by Washington Mutual and The New York Historical Society, which involved 7th and 8th grade teachers and students from 75 middle schools.
* Assisted in identifying key program partners; monitored and directed school and education partner outreach; managed all communications with school and education partners.
* Collaborated with producer to develop and design four outreach and training videos for national program rollout; researched and planned location shoots; reviewed and edited story outlines, scripts and transcripts.

SHEPARDSON STERN+KAMINSKY/BILL&MELINDA GATES FOUNDATION, New York, NY - 3-month contract
Public Relations Consultant, Carter and Gates Mission to Africa
* Provided PR and logistical support for a senior delegation from the Bill & Melinda Gates Foundation and the Carter Center that traveled to Africa to look at HIV/AIDS prevention and treatment efforts: delegates included Bill Gates, Sr. and former President Jimmy Carter.

NATIONAL DEMOCRATIC INSTITUTE FOR INTERNATIONAL AFFAIRS - 5 years
Senior Resident Program Officer – Malawi, South Africa and Ukraine
* Managed a variety of programs requiring ongoing consultations with government, political and non-governmental organization (NGO) role-players.
* Shared responsibility with program director for overall program coordination for team of six program officers in Malawi; acting program director for nine-person staff in Ukraine.
* Drafted program proposals and work plans; compiled regular program reports to organization headquarters and funding agency.
* Planned and conducted training workshops in legislative expertise, campaign skills (e.g., message development, media techniques, get-out-the-vote strategies), political party development, advocacy tactics and coalition building; developed training materials.

Previous experience in a variety of roles in legislative and campaign politics - 7 years

LEONIA BOARD OF EDUCATION, Leonia, NJ - 2.5 years
Special Needs Paraprofessional & Substitute Teacher (K-12)

Community Experience

* Active member of Home & School Association - 11yrs; currently co-chair, Leonia High School HSA
* Member of Board of Trustees of the Leonia Public Library 2yrs; currently secretary
* Extensive volunteer work with local initiatives such as 2020 Census Team and Leonia Cares
* Community Liaison for non-partisan 2020 Voting Information Dissemination

Education

M.A. (degree pending completion of additional coursework), TUFTS UNIVERSITY, FLETCHER SCHOOL OF LAW AND DIPLOMACY, Medford, MA
B.A., UNIVERSITY OF PENNSYLVANIA, International Relations, Philadelphia, PA

Other Experience/Awards/Publications

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