Mandy Savage
Chattanooga,TN
Summary
Financial professional with over 20 years of experience in investments, asset allocation, investment management, external manager oversight and banking operations. I look to engage in a rewarding position that will allow me to contribute to the success of the team and the organization and afford me the challenge of applying my experience and skills to obtain both professional and personal goals.
Overview
26
26
years of professional experience
Work History
Director, Investment Management & Asst. Treasurer
BlueCross BlueShield of Tennessee
Chattanooga, TN
05.2004 - Current
- Coordinated oversight of $4.3 billion of Enterprise investments, including internal management of 6 subsidiary portfolios in various fixed income, equity and alternatives allocations
- Worked with the Board of Directors Finance Committee, facilitating communications with the Chairman and the members, preparation of all materials for meetings, coordinating with Internal Management with any special requests and presentations and prepare minutes with follow up material as required
- Coordinated with Corporate Governance for Resolutions, appropriate actions and compliance with all by-laws and State regulations for the Committee
- Coordinated annual meeting of Executive Staff with Standard and Poor’s by compiling, reviewing and reconciling the presentations from various areas throughout the organization and coordinate quarterly update conference calls
- Provided information for annual survey’s for Standard & Poor’s and the Blue Cross Blue Shield Association related to public and private ratings as well as portfolio comparisons to fellow Plans
- Managed staff of 4 persons, both non-exempt and exempt
- Managed relationships with external Consultant, Investment Managers and Banks with direct oversight of negotiated fees and incentives, compliance with investment policies and objectives and maintenance of Board approved policies in regards to execution of Banking policies
- Monitored and negotiated with Investment Bank on external debt financing as required – have experience with both direct purchase and remarketing arrangements
- Prepared cost center budget and monitored variances
- Directed Internal Investment Committee meetings
- Chosen for the Corporate Mentoring Program in 2007
- Performed review of financial risk for Underwriting on a case by case basis to determine requirements
- Researched specific aspects of new regulations as requested
- Assisted the Vice President, Treasurer & Chief Risk Officer and the Executive Vice President and CFO as necessary.
- Directed the organization's daily operations, ensuring compliance with applicable laws and regulations.
- Cultivated and maintained relationships to promote positive work culture.
- Coordinated resources across departments to maximize productivity levels.
- Recruited, trained, supervised, evaluated and mentored staff members.
- Developed and presented new ideas and conceptualized new approaches and solutions.
- Planned and implemented strategies to grow revenue.
Registered Assistant / Chief of Staff
Smith Barney
Chattanooga, TN
05.1998 - 04.2004
- Licensed broker, holding Series 7 and 63 designations, since May 1999 for investment products in 16 states
- Assessed current investment strategies and aided in designing proposals of investment recommendations and services for individual, group and prospective clients
- Implemented investment strategies and business strategies for 5 member team
- Maintained priorities and goals for team, working with the branch manager to assess goals achieved and desired for the office, the region and the division
- Organized and managed 5 member team functions, both presentation and operational
- Had daily interaction with clientele, internal and external wholesalers as well as corporate departments
- Responsible for legal compliance for Smith Barney, SEC and NASD for 5 member team.
Education
Master of Business Administration - Finance
University of Tennessee, Chattanooga
12.2000
Bachelor of Science - Finance
University of Tennessee, Chattanooga
05.1998
Skills
- Proficient with many computer programs including Microsoft Outlook, Word, Excel and PowerPoint
- Business Planning
- Staff Development
- Contract Negotiation
- Project Management
- Project Coordination
- Business Administration
- Staff Management
- People Management
- Financial Reporting
- Rules and Regulations
- Verbal and Written Communication
- Legal and Regulatory Compliance
- Financial Management
- Strategic Planning
Phone Work
423.535.6481
Phone Cell
423.432.5824
Phone Home
423.553.1556
Organizational Involvement
- Board Member, UTC Alumni Council
- Member, Association of Financial Professionals
- Recruitment and Marketing Director, Chair, Alpha Delta Pi Sorority, This entails oversight and strategic leadership for the recruitment and marketing efforts of 159 active chapters across the United States and Canada, Led nationwide training seminar in February, 2019 for Advisors and International Officers on the fundamentals and mechanics of recruitment and marketing
- Investment Advisory Committee Chair, Alpha Delta Pi Sorority
- Member of Strategic Leadership Team, Alpha Delta Pi Sorority
Timeline
Director, Investment Management & Asst. Treasurer
BlueCross BlueShield of Tennessee
05.2004 - Current
Registered Assistant / Chief of Staff
Smith Barney
05.1998 - 04.2004
Master of Business Administration - Finance
University of Tennessee, Chattanooga
Bachelor of Science - Finance
University of Tennessee, Chattanooga
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