Anthony Albanese

• Serve as a primary liaison for investors, ensuring a high-touch client experience and accurate communication of

investment performance and art market insights.

• Manage onboarding, account servicing, and investor inquiries to strengthen retention and satisfaction.

• Collaborate with internal teams to resolve complex client requests, improve operational workflows, and maintain

compliance with SEC regulations.

• Track and analyze investor engagement metrics to identify service opportunities and enhance client communication

• Top 20 Rep out of a 70 employee pool, 100% meeting show rate for investors and managed to maintain a book of business over 100 million in investor net worth
• Maintained a high profitability rating driven by high suitability of my investors and the total net worth shown in those meetings.

• Analyzed international investment data and reclaim opportunities on withheld taxes across global markets including

Ireland, Belgium, Canada, Poland, Japan, and Korea.

• Created market-specific filing plans to optimize tax recovery processes for institutional clients.

• Authored a comprehensive guide standardizing tax reclaim procedures, improving team efficiency and accuracy.

• Supported the Implementations Team by maintaining organized data in Excel and tracking onboarding project timelines.

• Reviewed fund administration contracts and supported client integration processes across multiple project managers.

• Conducted competitive analysis of fund administrators, presenting strategic recommendations to senior leadership.