Kim Clements
Financial Management / Investor Relations / Family Office Management at Shinnecock Partners- Claim this Profile
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Bio
Maryanne Lenardo
Kim is a deal maker with the ability to assess the competition and provide a winning solution for any client or employer she represents. She understands the mechanics of financing as well as the big picture.
Boyd Grooms
Having known Kim for many years, as an employee and subsequently, a friend, I can wholeheartedly say she would be an asset to any organization. She is bright, conscientious, dedicated, resourceful, and very personable. She was an excellent front person for our client services team, and greatly adept at quickly learning technical aspects of the work, from utilizing the software to determining client issues and fixing the problems. She is extremely organized, has an eye for detail, yet is able to easily focus on the big picture for the betterment of the company. Her recent formal education enhanced and expanded the skills and business mentality she already possessed, and strengthened the direction she was heading in her career endeavors; I know Kim has the determination and drive to succeed as she moves forward in her desired profession.
Maryanne Lenardo
Kim is a deal maker with the ability to assess the competition and provide a winning solution for any client or employer she represents. She understands the mechanics of financing as well as the big picture.
Boyd Grooms
Having known Kim for many years, as an employee and subsequently, a friend, I can wholeheartedly say she would be an asset to any organization. She is bright, conscientious, dedicated, resourceful, and very personable. She was an excellent front person for our client services team, and greatly adept at quickly learning technical aspects of the work, from utilizing the software to determining client issues and fixing the problems. She is extremely organized, has an eye for detail, yet is able to easily focus on the big picture for the betterment of the company. Her recent formal education enhanced and expanded the skills and business mentality she already possessed, and strengthened the direction she was heading in her career endeavors; I know Kim has the determination and drive to succeed as she moves forward in her desired profession.
Maryanne Lenardo
Kim is a deal maker with the ability to assess the competition and provide a winning solution for any client or employer she represents. She understands the mechanics of financing as well as the big picture.
Boyd Grooms
Having known Kim for many years, as an employee and subsequently, a friend, I can wholeheartedly say she would be an asset to any organization. She is bright, conscientious, dedicated, resourceful, and very personable. She was an excellent front person for our client services team, and greatly adept at quickly learning technical aspects of the work, from utilizing the software to determining client issues and fixing the problems. She is extremely organized, has an eye for detail, yet is able to easily focus on the big picture for the betterment of the company. Her recent formal education enhanced and expanded the skills and business mentality she already possessed, and strengthened the direction she was heading in her career endeavors; I know Kim has the determination and drive to succeed as she moves forward in her desired profession.
Maryanne Lenardo
Kim is a deal maker with the ability to assess the competition and provide a winning solution for any client or employer she represents. She understands the mechanics of financing as well as the big picture.
Boyd Grooms
Having known Kim for many years, as an employee and subsequently, a friend, I can wholeheartedly say she would be an asset to any organization. She is bright, conscientious, dedicated, resourceful, and very personable. She was an excellent front person for our client services team, and greatly adept at quickly learning technical aspects of the work, from utilizing the software to determining client issues and fixing the problems. She is extremely organized, has an eye for detail, yet is able to easily focus on the big picture for the betterment of the company. Her recent formal education enhanced and expanded the skills and business mentality she already possessed, and strengthened the direction she was heading in her career endeavors; I know Kim has the determination and drive to succeed as she moves forward in her desired profession.
Experience
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Shinnecock Partners
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United States
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Investment Management
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1 - 100 Employee
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Financial Management / Investor Relations / Family Office Management
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2013 - Present
Single family office & boutique investment firm (funds of funds, alternative investments, $80M+ AUM) Family Office Manager / Investor Relations • Financial Management for Ultra-High-Net-Worth Family: Investment oversight (completion of investment process, funding, capital calls, distributions); Financial oversight (books, accounts payable, wire transfers, deposits); Reporting of expenses/income for tax purposes. • Investor Relations: Attend to requests and inquiries from current and former investors (200+). Processing investor subscriptions, additions, and withdrawals. Manage extensive database and records. • Fund Administration: Preparation and completion of investment process, additions, withdrawals, compliance requests, and maintenance across 45 sub-managers. SEC and AML regulatory compliance. Audit and tax preparation of six funds with ‘Big Four’ firm. Liaison to legal and 3rd party administrators. • Office & Operations Management: Continually seek process improvement of business operations and processes; Human Resources - employee onboarding and exit, payroll and benefit administration, record keeping; Purchasing; Liaison with building management and services. Compliance oversight. • Marketing: Collaborate on creative design and preparation of fund marketing materials and monthly performance reporting and commentary; editing of business and fund marketing materials. Design and disseminate using Constant Contact and online social media. Show less
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Business Consultant
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2010 - Present
Independent consulting services for private and non-profit organizations with annual revenues up to $500K. Intermittent involvement 2010 - present. • Analyze revenue sources and identify opportunities; create revenue projections. • Analyze expenses; recommend cost saving measures to improve profitability. • Review, analyze and approve budgets. Compare actual to budget and provide variance analysis. • Conduct market research and competitor analysis. Collaborate on Internet and social media marketing/advertising campaigns. • Identify and implement strategies to improve processes, streamline tasks, and increase efficiency. Show less
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Office / Production Manager
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2003 - 2006
Independent television & film production company • Responsible for general accounting function: accounts payable, reconciliations, cash receipts and disbursements, banking. Reviewed and processed time sheets for payroll. • Managed purchasing function; negotiated and maintained vendor contracts. • Ensured budgetary compliance ($30K) of short film, managed schedule, secured locations and permits, interviewed and hired film crew staff, assisted executives. • Provided research for non-fiction television and film scripts via Internet and library. Show less
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Client Services Specialist & Technical Support
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2001 - 2002
Business solutions software company • Managed inventory totaling $50K and implemented controls - cycle count procedure and access controls. • Responsible for the purchasing function and ensured accurate and timely customer order fulfillment. • Maintained client relationships, post-sales. Delivered prompt and effective problem resolution. • Provided first-line technical support. Generated and activated customer user licenses using IBM AS400. Business solutions software company • Managed inventory totaling $50K and implemented controls - cycle count procedure and access controls. • Responsible for the purchasing function and ensured accurate and timely customer order fulfillment. • Maintained client relationships, post-sales. Delivered prompt and effective problem resolution. • Provided first-line technical support. Generated and activated customer user licenses using IBM AS400.
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DYNAMICS DIRECT, INC
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United States
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Technology, Information and Internet
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Studio Production Manager / Executive Assistant
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1999 - 2001
Internet advertising & media, in-house production • Established project schedules, monitored and managed progress of cross-functional team (across six departments and 20+ employees) to ensure on-time delivery of online advertising and movie trailers. • Provided executive support to CEO; apprised Board of Directors and investors of business matters. • Planned and executed employee engagements utilizing a $10K budget. Internet advertising & media, in-house production • Established project schedules, monitored and managed progress of cross-functional team (across six departments and 20+ employees) to ensure on-time delivery of online advertising and movie trailers. • Provided executive support to CEO; apprised Board of Directors and investors of business matters. • Planned and executed employee engagements utilizing a $10K budget.
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Additional Entertainment / Media Experience
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1996 - 1999
Staff Writer - "The Baywatcher" newspaper Assistant Production Office Coordinator - "Lethal Weapon 4" (Warner Bros., Donner Prods.) Executive Assistant - Tony Jonas Prods.; ABC TV; Carsey-Warner-Mandabach; Rysher Ent. Set and Office Production Assistant - "Bella Mafia" (CBS Mini-series, Konigsberg Prods.) Actor - "Michael Jackson Re-creation Trial" (E! Entertainment), Infomercial, Commercial, Radio Staff Writer - "The Baywatcher" newspaper Assistant Production Office Coordinator - "Lethal Weapon 4" (Warner Bros., Donner Prods.) Executive Assistant - Tony Jonas Prods.; ABC TV; Carsey-Warner-Mandabach; Rysher Ent. Set and Office Production Assistant - "Bella Mafia" (CBS Mini-series, Konigsberg Prods.) Actor - "Michael Jackson Re-creation Trial" (E! Entertainment), Infomercial, Commercial, Radio
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Education
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California State University-Los Angeles
MASTER OF BUSINESS ADMINISTRATION
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