Experience

Axiom Investors

• United States
• Investment Management
• 1 - 100 Employee

• Client Relations Senior Associate

  • May 2011 - Present

  Greater New York City Area Primarily supports all client activity from the inception to the termination of client investments.



Stamos Capital Partners, L.P.

• United States
• Investment Management
• 1 - 100 Employee

• Investor Relations Analyst

  • Jan 2008 - May 2011

  Greater New York City Area •Created monthly and ad hoc client performance reports detailing asset allocations and estimated performance •Updated monthly and quarterly marketing documents across Equity, Fixed Income and Illiquid asset classes •Created monthly underlying manager allocation reports per fund •Assembled and distributed monthly commentary to institutional investor contacts •Maintained and updated investor database files via Fund Runner Marathon and managed all hard copy investor files… Show more •Created monthly and ad hoc client performance reports detailing asset allocations and estimated performance •Updated monthly and quarterly marketing documents across Equity, Fixed Income and Illiquid asset classes •Created monthly underlying manager allocation reports per fund •Assembled and distributed monthly commentary to institutional investor contacts •Maintained and updated investor database files via Fund Runner Marathon and managed all hard copy investor files •Responsibilities also included responding to ad hoc Client Management hotline inquiries, overseeing and distributing monthly balance statements, tax estimates, K-1 and PFIC forms, audited financial statements, privacy notices, and SEC required forms/notifications to clients Show less