Allison Place
West Orange,NJ
Summary
Operations professional with strong background in managing complex projects and driving operational excellence. Known for collaborative approach and commitment to delivering high-quality results. Dependable and adaptable, consistently meeting changing demands of business. Proven skills in strategic planning and team leadership.
Reliable, with proven background in effectively managing diverse asset portfolios. Successfully led initiatives that optimized asset performance and strategic investments. Demonstrated leadership in risk management and financial analysis.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
21
21
years of professional experience
Work History
Director of Asset Management
Prime Investors Inc
05.2020 - Current
- Provided guidance to team members on complex financial transactions, ensuring accuracy and compliance with regulations.
- Established strong relationships with investors, fostering trust and confidence in the company''s asset management capabilities.
- Enhanced the company''s reputation as an asset management leader by actively participating in industry conferences and contributing to thought leadership publications.
- Streamlined operational processes to improve efficiency, increasing overall profitability of the company''s assets.
- Communicated effectively with stakeholders on investment strategies and performance updates, maintaining transparency and accountability.
- Coordinated closely with legal counsel during negotiations of contracts or disputes resolution process to protect company interests effectively.
- Managed due diligence processes for potential acquisitions or divestitures, safeguarding company interests during transactions.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Supported financial director with special projects and additional job duties.
Director of Operations
The Robert Northfield Team
05.2004 - Current
- Recognized employees for demonstrating excellent service resulting in increased company morale.
- Established operational guidelines and identified opportunities for improvement.
- Worked with management team to develop operational goals aligned with business strategy.
- Developed and maintained client relationships to grow business and improve account retention.
- Communicated clear and consistent messages regarding departmental goals to produce desired results.
- Partnered with company stakeholders to align efforts and track goal progress.
- Successfully improved employment turnover through creating incentive and training programs.
- Organized and oversaw work schedules of departmental managers.
- Watched consumer trends for new opportunities.
- Set goals and expectations for direct reports using performance review process, holding staff accountable.
- Maintained appropriate and accurate records of business communications and transaction flow.
- Liaised with marketing team to develop and execute advertising campaigns.
Education
Bachelor of Arts - Mass Communications
University of South Florida
Tampa, FL2004
RYT - 200 Hour / Certified Vinyasa Yoga Instructor -
Yoga Alliance
Licensed Real Estate Salesperson - Licensed Realtor - State of NJ
New Jersey Real Estate Commission
01-2007
Licensed New Jersey Notary Public -
New Jersey Department of The Treasury Division of Revenue
Member : Actress / Stunt Performer -
Screen Actors Guild
01-2024
Skills
- Administrative Management
- Hiring and Onboarding
- Management Team Building
- Goal Setting
- Performance Assessment
- Customer Service Management
- Staff Scheduling
- Records Organization and Management
- Team Leadership
- Decision Making
- Assignment Delegation
- Problem Anticipation and Resolution
- Sales Tracking
- Process Improvements
- Focus and Follow-Through
- Portfolio management
- Due diligence
- Client services
- Operational efficiency
- Asset allocation
- Investment strategies
- Problem-solving
- Time management
- Attention to detail
- Multitasking Abilities
- Critical thinking
- Organizational skills
- Decision-making
- Proactive and focused
- Client relationship management
- Professionalism
Timeline
Director of Asset Management
Prime Investors Inc
05.2020 - Current
Director of Operations
The Robert Northfield Team
05.2004 - Current
Bachelor of Arts - Mass Communications
University of South Florida
RYT - 200 Hour / Certified Vinyasa Yoga Instructor -
Yoga Alliance
Licensed Real Estate Salesperson - Licensed Realtor - State of NJ
New Jersey Real Estate Commission
Licensed New Jersey Notary Public -
New Jersey Department of The Treasury Division of Revenue
Member : Actress / Stunt Performer -
Screen Actors Guild
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