Financial Services / Client Management
Highly-motivated Client Relationship Manager experienced in account management and business development. Skilled in market research and data analysis. Proven ability to identify market and cross-sell opportunities. Excellent leadership and interpersonal abilities create effective working relationships and teams in fast-paced environments. Quick learner, highly-organized, and able to adapt to shifting priorities.
Key Skills & Competencies
Detail-oriented, organized, self-starter
Client Relationship Management
Interpersonal Relationship Builder
Market Research/Data Analysis
Pangaro Wealth Management | Cheshire, CT 2 yrs, current
Client Service Manager
An independent Registered Investment Advisor (RIA) partnership.
Rapidly respond to clients with proactive customer service. Help clients better understand the full potential of the products and their portfolios. Manage marketing efforts via CRM and FinTech tools. Prospect for new clients.
Wellington Management Co., LLP | Boston, MA 3 years
Analyst, Assistant Vice President, Global Relationship Group
Private, independent investment management firm with client assets totaling over US $1trillion.
Supported and strengthened relationships with target prospects, investment consultants and clients in the $1.5 trillion Canadian investment market.
Identified areas for new business opportunities. Analyzed and maintained the latest industry/market information and provided analysis on target and current prospects.
Created and maintained internal and external marketing materials.
Managed and qualified Requests for Proposal (RFPs) directing Product Management and the Marketing Group.
Analyzed extensive quarterly and annual reports for the firm’s Canadian AUM.
Served as point of contact for prospects and consultants, responding to any inquiries or data requests.
Actively assisted the Business Development Managers in their efforts to maintain an ongoing dialogue with prospects to move the pipeline forward.
Assisted the Business Development and Relationship Managers in bringing in over $11 million in revenue and $2.4 billion in AUM in 3 years, including new business and cross-sells.
Served as a liaison for Wellington’s internal departments, including Legal, Finance, Product Management, & Senior Management concerning any Canadian business development and consultant relations efforts.
Managed implementation and training of WMC employees on a new CRM system (Pivotal).
MBA Co-op Analyst, Global Relationship Group 6 mos.
Planned and executed two core in-house training seminars. Created new materials for attendees.
Provided project management and analytical support for the Business Continuity Planning work for Global Relationship Management. Organized and upgraded the Business Continuity Plan and developed a maintenance business process to streamline the work.
Served as an analytical resource for the Translations Working Group aiding in a new vendor contract negotiation, and coordinated communication with the firm’s global offices.
Tufts University | Boston, MA 2 years
Program Assistant, Tufts Programs Abroad Office
Marketed the 10 Tufts Programs to students; answered questions and concerns of students and parents.
Managed entire application process for over 250 applications for the 10 Tufts programs.
Increased efficiency of application process, reduced completion time from two weeks to three days, even though actual number of applications had increased 25% from previous year.
Lead the orientation, coordinated travel and visa documents as point person for the exchange students.
Managed five student workers – interviewed students, oversaw hiring process, created work schedules, monitored work hours and pay distribution.
Provided support to the Director of Programs Abroad and the 10 overseas Resident Directors.
EF Education | Cambridge, MA 1 year
Regional Manager/Travel Operations Coordinator
International education company that specializes in language training, student travel and cultural exchange.
Oversaw and maintained flight itineraries for groups of all sizes traveling to Europe, Mexico, and South America, using central airline reservation systems.
Member of the Smith STEM School PTA
Chaired the School for Young Children’s Auction Committee
Member of SHL Media Club
MBA – Northeastern University, Boston, MA, Cum Laude, Dean’s List, University Honors
BA, International Relations and German – Tufts University, Medford, MA
Proficient in verbal and written German