SUMMARY:

Creative, versatile executive with 20+ years experience in all aspects of communication and team building, and proven track record of consistently driving process improvements and efficiency within cross - functional teams. Exceptional technology skills combined with proven ability to deliver Requests for Proposals (RFPs), manage talent, deliver investment communication, form strategic partnerships, and successfully implement and oversee complex projects. Outstanding strategist distinguished for proven leadership and team-building skills and excellent conflict resolution abilities. Expert at implementing processes that improve efficiency; accomplished in all areas of customer service and team management with keen ability to build and maintain relationships. Demonstrated management skills that enhance productivity and drive sustained organizational performance. Proficient in RFP Machine, Qvidian, PMAPS RFP software.

AREAS OF EXPERTISE:

Strategic & Tactical Planning Strategic & Tactical Planning Negotiations Market Research Employee Development Communication Performance Reviews Leadership Benefits Technology Consulting

Talent Management Cultural Sensitivity Competitive Analysis Business Relationships Marketing

Innovative Solutions Process Improvements Organization Databases

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY

Responsibilities:

• Worked in partnership with the Head of the RFP team and Institutional and Retail Distribution, Client Service and Consultant Relations professionals to manage the completion of prospect related questionnaires; to ensure the delivery of high-quality, compelling engaging, and compliant submissions.
• Ensured a seamless exchange of information globally to ensure that all inquiry responses are in line with the Confidential Global Investor’s voice, brand, and business targets.
• Drafted RFP responses based on information in the content management database (PMAPS/Qvidian), updated data from relevant sources, and ensured new questions or those requiring customization are responded to thoroughly and accurately.

Confidential, New York, NY

Responsibilities:

• As contributing member of New York RFP team, focused on implementing the ING name change to Confidential across all mediums (print, collateral, consultant databases, RFP language, etc.)
• Assisted completion of Fixed Income RFPs, and Target Date RFPs
• Successfully completed RFPs using fixed income product and firm information.
• Successfully updated Fixed Income database language

Confidential, Jersey City, NJ

Responsibilities:

• Collaborated with Client Services team, completed Requests for Proposals (RFPs), Requests for Information (RFIs) and ad hoc requests for United States based products.
• Utilized expertise to focus on recurring deliverables, liaised with departments to complete tasks and built significant relationships across departments.
• Oversaw compliance for all requests, produced clean documents that enabled new and changed uploads for future database use.
• Supplied RFP database manager with timely updates throughout document construction, offered explanations and solutions when necessary.
• Provided exceptional customer service, assisting clients with all requests. Often recognized by clients and managers for efficiency and troubleshooting abilities.
• Successfully assisted Graphics team, assembled jobs, print and deliveries. Utilized writing experience to provide excellent communication and produce high-quality deliverables.

Confidential, New York, NY

Responsibilities:

• As contributing member of New York Client Service and Marketing team, focused on completion of Fixed Income RFPs, specifically in liquidity, managed cash, limited duration and emerging market debt.
• Communicated with Insurance team to efficiently and effectively complete Insurance and Liability Driven Investment (LDI) specific RFPs.
• Successfully completed consultant database search, using fixed income product and firm information.

Confidential, New York, NY

Institutional Clients Group Vice President

Responsibilities:

• Contributed to New York Proposal team, providing quantitative and qualitative product information.
• Additionally developed generic firm information for questionnaires, proposals and consultant inquiries.
• Interacted with all internal departments, acting as liaison between executives and personnel and fostering relationships at all levels of organization.
• Utilized extensive knowledge of Cash Management and Commercial Card solutions to provide improved processes and customer service.
• Updated and maintained proposal databases, collaborating with Database Manager to supply updates upon proposal completion within specified timeframes.

Confidential, New York, NY

Vice President Of Marketing

Responsibilities:

• Effectively managed multiple projects on New York Request for Proposal team, providing quantitative and qualitative product information for multiple listed equity strategies and firm information.
• Developed relationships with all team members, creating productive, efficient working environment.
• Led global consultant sales channel across investment lines and asset classes; utilized alternative strategies to implement successful process improvements.
• Efficiently interacted with all internal departments and external clients, building relationships that enhanced client longevity and employee productivity.

Confidential, New York, NY

Vice President Of Marketing

Responsibilities:

• Successfully managed multiple clients, complex projects and MBA coursework, significantly contributing to New York Request for Proposal (RFP) marketing team.
• Created presentations, working with communications team to build client relationships
• Demonstrated in-depth knowledge of all investment products, strategies and asset classes.
• Worked closely with sales team during international rotation on London Request for Proposal team, maintaining quality product responses and international business relationships.
• Led data solutions technology project for consultant community, managing external consultant relationships and acting as primary contact and provider for product updates and database entries.
• Oversaw and developed eight consultant relationships within global consultant sales channels across all investment lines.
• Interacted with all internal departments and external clients, building relationships across organization.