Donald Blaine

• Support the launch of four large investment funds with 50+ investors, coordinating closing investor setup and maintaining accurate investor documentation in accordance with regulatory standards.
• Coordinate with Accounting, AML, Transfer Agency, and other internal teams to deliver client deliverables and investor requirements accurately and within established deadlines.
• Manage investor and client data within CRM systems, including demographics, commitments, contacts, tax information, and wire instructions, ensuring data accuracy and integrity.
• Create, send, and monitor investor wires and payments, coordinating with bank reconciliation teams to resolve discrepancies and ensure accurate, timely delivery.
• Develop reports for clients and internal teams to track KPIs related to AML data, operational deliverables, and investor information, supporting operational oversight and decision-making.
• Communicate directly with clients and investors via email and phone to coordinate requirements, resolve questions, and provide timely updates.
• Utilize Excel, Jira, Workdesk, CRM platforms, and other operational systems to manage data, track workflows, and coordinate time-sensitive deliverables.

• Manage multiple priorities in a fast-paced environment while maintaining consistent communication and coordination with athletes and coaching staff.
• Analyze information and opposing teams to support strategic planning and preparation.
• Monitor student-athlete academic progress and maintain accurate information to support eligibility requirements.

• Assisted in preparation of the annual budget, working closely with department heads to gather information.
• Improved financial efficiency by analyzing budgetary data and identifying areas for cost reduction.
• Managed multiple social media platforms, ensuring a consistent brand and message.
• Assisted in rebranding initiative, creating a cohesive identity across all platforms.

• Promoted teamwork among crew members through clear communication during the project.
• Provided excellent customer service to patrons by addressing concerns related to the festival.

GPA: 3.50