Reed Vanacore

• Supported the capital introduction process by building and organizing detailed investor lists, enhancing outreach efficiency across family offices, endowments, pensions, and other institutional investors
• Managed and updated the CRM database, ensuring accurate investor data tracking and streamlining workflows for the business development team
• Conducted market and investor research across a wide range of alternative asset classes and investment strategies, strengthening firmwide knowledge and supporting senior leadership with actionable insights

• Assisted customers in identifying and selecting products suited to their needs.
• Processed sales transactions efficiently using point-of-sale systems.
• Collaborated with team members to improve customer service strategies.
• Researched emerging technologies related to Business Intelligence such as artificial intelligence and natural language processing.
• Integrated artificial intelligence components into existing projects to enhance functionality.