Experience

• 

  Ironwood Capital Management

  • United States
  • Investment Management
  • 1 - 100 Employee

  • Managing Associate

    • Jan 2023 - Present

  • Senior Associate

    • Jan 2019 - Dec 2022

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  Lighthouse Investment Partners, LLC

  • Investor Relations Manager

    • Jun 2018 - Jan 2019

• 

  Mesirow Financial

  • United States
  • Financial Services
  • 700 & Above Employee

  • Vice President

    • Jun 2013 - Jun 2018

    • Directly service institutional investors and consultants of North American client relations team.• Managed fundraising activities including preparation of briefing materials, follow-up coordination and prospect research.• Maintain and manage CRM system (Salesforce) and serve as SME, trainer and administrator since product launch in 2012.• Manage internal operations of North American client relations team.• Work with various internal teams such as legal/compliance, accounting, quantitative team and investment team on adhoc client requests.• Develop new client onboarding package and content to ensure clients had an easy, fulfilling and thorough experience with documentation, reporting and other operational aspects.

  • Senior Associate - Client Administration Team Lead

    • May 2009 - Jun 2013

    • Responsible for all departmental aspects of client onboarding including distribution and review of legal documents, KYC/AML, coordination of investor flows with portfolio/cash teams and third party administrators.• Independently manage the department including the development of proprietary systems tools, creation and documentation of procedures, development of strategic team goals in alignment with firm goals, retention and organization of all required client documentation and management of staff and interns.• Project managed the implementation of Salesforce to global client relations team.• Documented and monitored all investor side letters. Monitored all MFNs to ensure there were no violations as well as assisted in the fee structure proposals for new clients and relationships.• Worked with legal and compliance teams on regulatory filings such as Blue Sky, Form PF and ADV filings as well as understanding and implementing new procedures as a result of regulatory changes. • Participated in compilation of requested reporting for internal department and regulatory audits (i.e. SEC, NFA, etc).• Acted as stake holder and SME for the transition of all accounts to two administrators.

  • Associate

    • Apr 2006 - May 2009

    • Process all client transactions both for internal systems and communication with administrators and custodians. • Acted as liaison across internal parties, clients and outside parties to provide a seamless client experience.• Created customized reporting on a monthly and quarterly basis for clients.• Developed and implemented processes and procedures for executive reporting.• Project manager for scope, creation, and implementation of customized client/prospect proprietary system. • Worked closely with business development teams to identify and develop enhancements to client reporting materials.• Developed customized reporting for individual business development teams.

  • Business Development Coordinator

    • Jul 2002 - Mar 2006

    • Responsible for all prospect, consultant and client marketing materials including custom presentations and fund fact cards.• Worked on RFPs and consultant quarterly updates.• Assisted with various ad hoc requests from clients, consultants, third party marketers and prospects.• Worked collaboratively with the business development teams to enhance existing marketing content.• Worked with legal/compliance to ensure materials followed any required compliance and provided full transparency to clients.

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  Arthur Andersen

  • Chicago, IL

  • Marketing Coordinator

    • Jul 1998 - Jul 2002
    • Chicago, IL

    • Responsible for managing all aspects of customer management system.• Work directly with Partners and Managers on various marketing materials and ideas of online accounting research tool.• Serve as client relation liaison between group partner and fulfillment center.• Design ways to streamline/automate various customer service responsibilities.

• 

  Braun Technology Group

  • Administrative Assistant

    • Jul 1996 - Jul 1998

    • Assist Directors with client proposals, including content and format development.• Forecasted future revenue for budget purposes and provide monthly analysis in meeting goals.• Review time and expense reports and initiate invoices. Resolved any inconsistencies in submissions.