Experience

Angelo Gordon

• United States
• Investment Management
• 200 - 300 Employee

• Presentation Specialist

  • Jan 2015 - Dec 2017

  New York, New York



ICON Investments

• United Kingdom
• Financial Services
• 1 - 100 Employee

• AVP - Marketing

  • Jan 2014 - Dec 2014

  New York, NY - Designed, drafted, and managed the dissemination of brochures, fund fact sheets, presentations, sales kits, videos, educational features, and other marketing deliverables to home offices, broker dealers, and retail investors in the sale of alternative investments. - Managed the inventory, printing, and fulfillment of the firm's 200+ marketing items, which resulted in decreased inventory costs and successful negotiations for higher volume discounts. - Oversaw all marketing… Show more - Designed, drafted, and managed the dissemination of brochures, fund fact sheets, presentations, sales kits, videos, educational features, and other marketing deliverables to home offices, broker dealers, and retail investors in the sale of alternative investments. - Managed the inventory, printing, and fulfillment of the firm's 200+ marketing items, which resulted in decreased inventory costs and successful negotiations for higher volume discounts. - Oversaw all marketing deliverables for a new equipment finance fund launch; assisted in the launch of an energy fund and business development company. - Established the firm's in-house graphic design capabilities, which reduced operating expenses and improved the timeliness of project deliverables by 5-7 days.

• Marketing Associate

  • May 2012 - Jan 2014

  Greater New York City Area



Euro Pacific Capital

• United Kingdom

• Marketing Specialist

  • May 2010 - May 2012

  New York, NY - Managed the print and electronic marketing collateral, website, and special events for firm’s brokerage division; expanded responsibilities to include cross-marketing for asset management, capital markets, research, institutional sales, and other firm affiliates. - Coordinated all event logistics for the launch of firm’s annual institutional investment conference, which included budget management, venue negotiations, sponsorships, presentation scheduling, and registration for 250… Show more - Managed the print and electronic marketing collateral, website, and special events for firm’s brokerage division; expanded responsibilities to include cross-marketing for asset management, capital markets, research, institutional sales, and other firm affiliates. - Coordinated all event logistics for the launch of firm’s annual institutional investment conference, which included budget management, venue negotiations, sponsorships, presentation scheduling, and registration for 250 international attendees. - Implemented an automated data entry system in sales database and introduced data scrubbing techniques to help financial advisers reduce their lists of unqualified prospects by 10-25%. - Analyzed website statistics, A/B testing results, banner ad performances, and lead conversions of online marketing campaigns and made recommendations in monthly reports used for advertising budget allocations. Show less



Creative Financial Staffing

• Staffing and Recruiting
• 1 - 100 Employee

• Marketing Coordinator

  • Oct 2007 - Apr 2010

  - Launched loyalty rewards program, promotions, and weekly email campaigns for 40 independent sales offices, which centralized Corporate’s control of marketing, reduced duplicate efforts across offices, and improved inter-office communication. - Established firm’s social media presence by starting and maintaining company blog, Twitter, and Facebook accounts. - Planned training sessions, corporate meetings, and incentive trips for partners, managers, and sales teams. -… Show more - Launched loyalty rewards program, promotions, and weekly email campaigns for 40 independent sales offices, which centralized Corporate’s control of marketing, reduced duplicate efforts across offices, and improved inter-office communication. - Established firm’s social media presence by starting and maintaining company blog, Twitter, and Facebook accounts. - Planned training sessions, corporate meetings, and incentive trips for partners, managers, and sales teams. - Designed all marketing collateral in-house, including special reports, email campaign templates, and electronic ads. - Contracted external vendors for firm’s promotional items, printing, and meeting venues. Show less



Bank of New York Mellon

• India
• Banking

• Accounting and Reporting Specialist

  • Jun 2007 - Sep 2007

  - Executed financial transfers between clients and their brokers, financial institutions, and commercial partners. - Responsible for the daily valuation of multi-million dollar portfolios. - Researched and resolved failed trades, non-reconciled accounts, and incorrect fund transfers for month-end reports. - Ensured accounting and reporting procedures meet regulatory requirements.