Jaime White

COO at Empirical Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Credentials

  • Registerd Yoga Teacher
    Yoga Alliance

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • COO
      • Jul 2018 - Present

  • ELSEWHERE
    • Seattle, WA
    • Founder
      • Jan 2016 - Present

      ELSEWHERE is a consulting firm that works with independent, luxury brands in fashion, hospitality and travel to increase visibility and brand equity though core offerings, including media relations, strategic partnerships, brand identity and business operations management. Media Relations: - Know industry issues that affect clients with well-developed knowledge of client relevant media - Oversee Influencer relations encompassing blogger events, FAM experiences and paid partnerships - Craft media material such as press releases and email pitches Pitched stories that successfully resulted in inclusion in Surface, Dwell, Hospitality Design, Seattle Times, Eater Seattle, Curbed, Portland Monthly, Seattle Met, Seattle Magazine, Sip Northwest.. Client Relations: - Demonstrate understanding of client’s business and industry - Generate new ideas and opportunities to ensure program success - Operate as media relations lead - Own relationships with business, trade and consumer press to secure earned media Business Operations: Implement operational tools and processes, including consultant training, vendor and client relationship management, revenue and expense budgeting and forecasting, developing and implementing long-term growth strategies Show less

    • United States
    • Investment Management
    • 1 - 100 Employee
      • Apr 2013 - Jan 2016

      Responsible for the management of various elements of the company's business including operations, finances and human resources.• Managed $2.6 million purchase of another wealth management firm, oversaw all operational aspects of merging the two companies.• Reduced company's risk exposure by reworking and improving company's new-hire process by creating standardized procedures in order to properly document hiring, employment and termination matters.• Increased company profits by removing inefficiencies in the compensation method of commissioned employees and identifying overpayments to those employees.• Manage candidate evaluation and interview process for exempt and non-exempt positions for multiple office locations. Drafted employment offers, negotiated terms with prospective employees and coordinated with multiple departments for new employee on-boarding. Show less

      • Nov 2009 - Mar 2013

      Strengthened company's regulatory compliance by continually monitoring and auditing activities of managers and employees.

      • Dec 2008 - Nov 2009

      Collaborated with CEO and Financial Operations Manager on revenue and expense budgeting and forecasting. • Developed and implemented a system to forecast and track advisers’ annual overhead, resulting in a 10% decrease in such expenses.

Education

  • School of Visual Concepts
  • Seattle University
    B.A., Finance
    2007 - 2009

Community

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