Philomena Keyes
Ogden,UT
Overview
13
13
years of professional experience
Work History
Relationship Manager
Peterson Wealth Management
Ogden, UT
05.2023 - Current
- Support financial advisors with meeting scheduling, preparation and reporting for existing and prospective clients.
- Website and social media manager. Monitor and track effectiveness of content and campaigns.
- Create content for marketing materials such as brochures, websites, and social media platforms.
- Opening new accounts, LOA requirements, transferring funds, 401k rollover processing, distributions, withdrawals and trust account onboarding.
- Setup securities based loans, process documentation and payoffs of pledged accounts.
- Calendar and event management for client events and meetings.
Investor Relations Associate/Executive Assistant
Sundance Bay
Salt Lake City, UT
07.2017 - 04.2023
- Corporate event planner for investor conferences, meetings and various industry conferences.
- Support fundraising efforts for all funds across the firm's platform by utilizing company DDQ materials, quarterly investor reports, investor presentations, deal correspondence and fund updates as directed by the leadership team.
- Provide exceptional service to existing investors, addressing their inquiries, and delivering timely investment updates.
- Build relationships with new investor' and onboard the subscription agreements, side letters, wires, tax documentation and compliance requirements.
- CRM and database management of current and new investors.
- Design presentations, marketing materials and real estate building signage.
- Expenses for property renovations and partner business expenses monthly.
- Source and coordinate corporate branded client giveaways and gifts for the company.
Investment Banking Executive Assistant
Janney Montgomery Scott
Philadelphia, PA
10.2010 - 07.2017
- Provide daily administrative support to the Investment Banking Group of Directors, Managing Directors and the Head of Investment Banking, and assist the Head of Capital Markets and Fixed Income as needed.
- Roadshow coordinator (air travel, hotel accommodations, catering and ground transportation) for deal team on co-managed and managed deals for investment banking.
- Department marketing to include design and distribution of email marketing materials, invitations and sponsorship advertisements.
- Work closely with vendors to create unique company branded giveaways for conferences, client gifts, employees and special events.
- Expense reporting to include generation, review, submission and tracking of expenses for client billing, budgets and reimbursements.
- Coordinate pitchbooks printing for deals and delivery for client meetings.
- Review management roadshow expense invoices, collecting deal team expenses and submitting for processing.
Honey Cactus Flower
Graphic Design/Illustrator
Ogden, UT
04.2017 - Current
- Developed graphics, logos and layouts for product illustrations, company logos, and websites.
- Collaborated with clients and stakeholders to ensure satisfaction of design deliverables.
- Developed vector artwork in Adobe Illustrator and Photoshop.
- Printed products and online stores.
Education
Interactive Design and Web Design
Moore College of Art- Web
Liberal Arts
Bucks County Community College
Skills
- Relationship building
- Corporate Event Planning
- Adobe Creative Suite
- Html, CSS and Javascript
- Corporate branding and products
- Legal documentation
- CRM and database management software
- Microsoft and Mac proficient
- AML/KYC knowledge
Timeline
Relationship Manager
Peterson Wealth Management
05.2023 - Current
Investor Relations Associate/Executive Assistant
Sundance Bay
07.2017 - 04.2023
Honey Cactus Flower
Graphic Design/Illustrator
04.2017 - Current
Investment Banking Executive Assistant
Janney Montgomery Scott
10.2010 - 07.2017
Interactive Design and Web Design
Moore College of Art- Web
Liberal Arts
Bucks County Community College
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