Experience

Aperio

• United States
• Investment Management
• 1 - 100 Employee

• Vice President, Client Operations Supervisor at Aperio by BlackRock

  • May 2022 - Present

• Vice President, Client Operations Lead at Aperio by BlackRock

  • Feb 2021 - May 2022

• Senior Client Onboarding Analyst

  • Jan 2020 - Feb 2021

• Client Onboarding Analyst

  • Aug 2014 - Jan 2020

  • Aperio Group is an investment manager working primarily with ultra-HNW investors, usually through their wealth managers, and with institutional investors. Responsibilities include:• Client onboarding: Sets up new accounts, maintains existing accounts, runs client reports, responds to client requests, onboards new intermediaries and clients, and performs administrative functions.• Actively manages client expectations as related to Aperio’s onboarding and new account setup processes, with a proactive and client-focused approach to issue resolution.• As a member of the SRI-ESG team of the company, represents Operations department and facilitates communication with other departments.• Collaborates with the SRI-ESG team and others to set up active shareholder programs and SRI proxy voting for accounts. • Communicates with custodians, banks, clients and brokers to resolve issues and respond to various requests. • Through daily usage for internal workflow, client data and account management purposes, high-level proficiency with company's CRM system Salesforce and portfolio accounting system FISERV (formerly Checkfree/APL). Show less



Market Metrix

• United States
• Hospitality
• 1 - 100 Employee

• Client Support Admin, Client Services

  • May 2013 - Jun 2014

  • Market Metrix is a technology-based market research firm providing SaaS customer and employee feedback solutions for the hospitality industry. Responsibilities included: • Assisted Product Development division with an aggregated social media project. • Provided general research of social review sites for the hospitality industry such as TripAdvisor, Expedia etc. • Executed SQL scripts searching database for keywords- helped to build dictionary for social networking / tag analytics project. • Assisted Client Services division with client support using JIRA, helping to implement clients into the new software platform. • Used Salesforce to update and manage client information. Show less



ARBOmedia AG

• Advertising Services
• 1 - 100 Employee

• Sales Executive

  • Apr 2004 - May 2005

  • ARBOmedia is a Germany-based multi-national company providing marketing services to the electronic media sector. • Prepared presentations toward sales & service of online advertising to both new and existing clients. • Forecasted annual, quarterly and monthly revenues, while exceeding revenue goals. • Reported directly to the General Manager. • ARBOmedia is a Germany-based multi-national company providing marketing services to the electronic media sector. • Prepared presentations toward sales & service of online advertising to both new and existing clients. • Forecasted annual, quarterly and monthly revenues, while exceeding revenue goals. • Reported directly to the General Manager.



BKM Organizasyon

• Istanbul, Turkey

• Sales and Marketing Specialist

  • Jun 2002 - Mar 2004

  • BKM is Turkey’s largest movie and concert production company selling the highest volume of tickets for theater and various events. • Sold sponsorships on project basis for movies, concerts, shows that the company organized. • Managed assigned sectors to maximize sales revenue through presentations and sales proposals. • Prepared action plans and schedules to identify specific targets; resolved clients concerns. • Prepared status reports including activity, closings, follow-up, adherence to goal etc. • Reported to the Sales and Marketing Director. Show less



Bigglook.com

• Istanbul, Turkey

• Marketing Specialist

  • Jul 2001 - Jun 2002

  • Bigglook.com is a Turkish Internet portal with 7 different sub portals on news, travel, city guide, shopping, etc. • Responsible for all marketing efforts, projects, research and promotional campaigns. • Implemented marketing plans to support ad sales team and client development. • Oversaw client services, created promotional ideas and presentations, and managed media relationships. • Gathered statistics for sales collateral and coordinated public relations needs, and reported directly to the General Manager. Show less



N2H2

• Greater Seattle Area

• Marketing and Sales Intern

  • Jun 2000 - Sep 2000

  • N2H2 was an Internet filtering software company with clients in education, and government. • Responsible for maintenance of marketing collateral, competitive analysis and advertising reports for sales teams, e-mail marketing campaigns and media kit distribution. • N2H2 was an Internet filtering software company with clients in education, and government. • Responsible for maintenance of marketing collateral, competitive analysis and advertising reports for sales teams, e-mail marketing campaigns and media kit distribution.