Overview
Work History
Education
Skills
Timeline
Generic

Casie Felbaum

FL

Overview

11
11
years of professional experience

Work History

Head of Partnerships

Synda Inc.
07.2023 - 11.2025
  • Led cross-functional project teams to execute on partnership initiatives, ensuring the timely delivery of high-quality results.
  • Forecasted opportunities, implemented account diagnostics, relationship analysis and engagement execution.
  • Led team of 27 to grow partnerships network by 250%.
  • Strategized additional revenue building and business development processes with founder and C-suite.

Business Development Executive

StartupOS (SVB Backed Seed Startup)
01.2023 - 05.2023
  • Owned entire deal cycle from sourcing/prospecting to close.
  • Grew partnerships network by 300%
  • Acted as direct liaison / relationship manager between all Affiliate, Integrated, and Sponsor Partners.
  • Facilitated educational client webinars.
  • Worked closely with UI/UX, Product, Marketing, and Client Experience teams to ensure continuous product improvement.
  • Held weekly continuous training / coaching sessions for direct report.
  • Developed comprehensive sales strategies / revenue forecasts for upcoming product releases.

Business Development Specialist

Dexible (Pre-Seed Decentralized Finance Startup)
05.2022 - 07.2022
  • Strategized and implemented detailed plans to enhance sales and prioritize long-term business goals with Crypto-Native Hedge Funds and Institutional Clients.
  • Planned marketing initiatives and leveraged referral networks to promote business development and strategic partnerships. Increased brand awareness, website traffic and sales.

Investment Management Associate

BlackRock
11.2019 - 06.2021
  • Established and grew client relationships with financial advisors within Wirehouse, RIA, and Independent channels.
  • Executed a consultative sales approach driving business through the lens of portfolio construction by demonstrating qualitative and quantitative benefits of Alternative Investments, ETFs, Mutual Funds, CEFs, and BlackRock's risk management software (Aladdin).
  • Delivered product presentations and educational seminars to current/prospective clients (facilitated retail end-client seminars with Financial Advisors) via telephone, WebEx/Zoom and conferences.
  • Constructed model portfolios by analyzing and interpreting complex investment product data to determine an appropriate response meeting the needs of Financial Advisors and end-clients.
  • Maintained subject matter expertise on capital markets, products, product emphasis and positioning, marketing efforts, industry news, and idiosyncratic events.
  • Point sales rep on multi-million dollar individual ticket (top decile in channel) for 2nd largest Closed End Fund IPO.
  • 2020 Sales: $400m (performed at 108% of goal).

Registered Associate

Morgan Stanley - Private Wealth Management
04.2018 - 11.2019
  • Managed the book of business for a Barron's Top 100 ranked Financial Advisor with $7.9B AUM. Acted as direct liaison between institutional/UHNW clients and Managing Director.
  • Designed and produced tailored performance results, financial plans, asset allocation proposals.
  • Created and executed marketing strategies to obtain externally held assets. Implemented and communicated new procedures, policies, portfolio enhancements.
  • Led all operational aspects: portfolio rebalancing, trading (equities, fixed income, alternatives), investment documentation, new client onboarding.
  • Trained newly hired associates per management request.

Relationship Manager

Bank of America
02.2017 - 03.2018
  • Developed Small Business and Consumer Banking
  • Consistently performed at 110-130% of quota.

World History Teacher

Hayward Unified School District
11.2014 - 06.2016

Education

University of California Santa Barbara

Skills

  • FINRA Series 7 Licenses
  • Microsoft Office Suite, Salesforce, Bloomberg, Aladdin, Hubspot, Pipedrive
  • Intermediate Spanish

Timeline

Head of Partnerships

Synda Inc.
07.2023 - 11.2025

Business Development Executive

StartupOS (SVB Backed Seed Startup)
01.2023 - 05.2023

Business Development Specialist

Dexible (Pre-Seed Decentralized Finance Startup)
05.2022 - 07.2022

Investment Management Associate

BlackRock
11.2019 - 06.2021

Registered Associate

Morgan Stanley - Private Wealth Management
04.2018 - 11.2019

Relationship Manager

Bank of America
02.2017 - 03.2018

World History Teacher

Hayward Unified School District
11.2014 - 06.2016

University of California Santa Barbara

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Casie Felbaum