MICHELLE BROWN
Huntington Beach,CA
Summary
Operations and client service professional prepared to leverage extensive experience in these areas to enhance efficiency and client satisfaction. Expertise in developing and implementing process improvements while fostering collaborative environment to meet organizational goals and superb client experience. Reliable team player with focus on adaptability and achieving positive results. Proficient in customer service and operational efficiency.
Overview
20
20
years of professional experience
Work History
Client Services and Operations Manager
KTM Consulting
09.2015 - Current
- Independently run consulting company that targeted small to medium sized companies that were bottlenecking in the operations area
- Streamlined operational workflows to enhance efficiency and reduce turnaround times.
- Helped clients on a project based level to achieve end goals efficiently and effectively
- Consulted with clients to restructure existing business operations before hiring new employees
- Coached clients to work smarter not harder, found areas that needed improvement and derived plans to change them
Event Coordinator
The Event Loft and Gray Matter Museum of Art
10.2010 - Current
- Plan and execute successful events for individuals and corporations including but not limited to: Proposals, schedules, estimates, budgeting, food and beverage choices, and decorating
- Ensure proper staff, supplies, and materials are available for events in progress
- Day of event: Serving, bartending, barback, client liaison
- Meet, greet, and direct guests
- Event set up and breakdown
- Coordinated logistics for events, ensuring seamless execution and guest satisfaction.
- Managed vendor relationships to secure contracts and negotiate pricing effectively.
- Developed event timelines and schedules to optimize workflow and resource allocation.
- Adapted quickly when faced with unexpected challenges or changes in plans, maintaining composure while finding effective solutions.
- Managed event logistics and operations.
Event Manager, Human Resources, Compliance
Our Love, LLC and Mental Health Residential
10.2024 - Current
- Coordinated logistics for events, ensuring seamless execution and high attendee satisfaction.
- On-site crew member on day of event including serving, bartending, set up and tear down, customer service.
- Responded to event inquiries from outside parties and support groups
- Worked for the three affiliated sister companies in various capacities
- Recruited new hires, conducted reviews of current staff members
- Onboarded new hires with appropriate trainings and paperwork
- Ensured all trainings for employees were up to date and completed on rolling schedule
- Checked the software system for patient notes and ensured compliance mandates were met daily, weekly, and monthly
Operations and Client Services Manager, Trader, and Chief Compliance Officer
Palo Capital, Inc.
09.2012 - 09.2015
- -Managed operations of a Registered Investment firm and scaled business operations from 97mil to 195mil efficiently
- -Revamped operations and compliance procedures upon hire which led to better communication, reduction of errors, and productivity amongst personnel
- -Converted data from Assetbook system to INDATA and trained employees to apply new system towards job specific functions
- -Created custom reports by system coding on the sequel server for personalized client requests
- -Responsible for constantly evolving operational processes which equated to efficiency amongst staff
- -Successfully completed an SEC audit
- -Worked with third party vendors such as software systems, brokers, banks, and consultants to achieve company goals
Senior Operations Associate & Co-Trader
Knightsbridge Asset Management, LLC
09.2006 - 09.2012
- -Managed the daily company operations
- -Scaled business' AUM from 300mil to 2bil effectively
- -Worked in a very fast paced, detail oriented, multi-tasking environment
- -Reduced errors, problem solved and consistently found ways to operate more efficiently
- -System implementation (Advent software from Schwab's Portfolio Center) and high volume usage of these systems
- -Responsible for restructuring workflow, tasks, procedures
- -Daily portfolio accounting and account reconciliation
- -Consistently followed policies & procedures to maintain compliant
- -Oversaw company's trading process and involved in all trading efforts
- -Met daily, monthly, quarterly & yearly deadlines
- -Managed broker, custodian and employee relationships
- -Forecasted for research budgets
Financial Reporting Associate
Pacific Investment Management Company (PIMCO)
04.2006 - 09.2006
- -Worked efficiently with a team and rotated lead roles
- -Met rolling deadlines on a quarterly basis
- -Acted as a liaison between advisors, brokers, and custodians
- -Produced and verified financial reports
Senior Accounting Associate
State Street Corporation-Irvine, CA
08.2005 - 04.2006
- -Completed daily cash reconciliations and monthly cash reconciliations in a timely manner
- -Researched and resolved any discrepancies on accounts
- -Worked within set deadlines in a team environment
- -Built healthy relationships with the custodians and the clients
Education
Bachelor of Arts - Finance And Operations Management, BBA
University of Massachusetts
Amherst, MA05-2004
Skills
- Operations optimization
- Event planning
- Staff training and development
- Process improvement
- Problem-solving
- Customer service
- Employee motivation
- Health and safety compliance
Timeline
Event Manager, Human Resources, Compliance
Our Love, LLC and Mental Health Residential
10.2024 - Current
Client Services and Operations Manager
KTM Consulting
09.2015 - Current
Operations and Client Services Manager, Trader, and Chief Compliance Officer
Palo Capital, Inc.
09.2012 - 09.2015
Event Coordinator
The Event Loft and Gray Matter Museum of Art
10.2010 - Current
Senior Operations Associate & Co-Trader
Knightsbridge Asset Management, LLC
09.2006 - 09.2012
Financial Reporting Associate
Pacific Investment Management Company (PIMCO)
04.2006 - 09.2006
Senior Accounting Associate
State Street Corporation-Irvine, CA
08.2005 - 04.2006
Bachelor of Arts - Finance And Operations Management, BBA
University of Massachusetts