Tate Breeland
Bethel,CT
Summary
Reliable business professional with experience in financial analysis, project management, and client communication. Proven track record of successfully streamlining business operations and creating value for both company and clients.
Overview
5
5
years of professional experience
Work History
Analyst, Client Delivery Advocate
iCapital
10.2023 - Current
- Oversaw primary data management for RIA portfolios totaling $5 billion in AUM, ensuring data accuracy through regular client meetings.
- Directed a team of peers as Team Lead, serving as primary escalation point between management and analysts for client-related issues.
- Executed detailed project management to achieve full reconciliation of alternative investment data, strengthening long-term client relationships.
- Mentored junior analysts, fostering a culture of continuous improvement and professional growth.
Account Manager/Accounts Receivable
ABS - Advanced Benefit Strategies
11.2020 - 08.2023
- Responsible for oversight and developing client relationships in managing over 120 accounts, customizing benefit plans to fit each one individually.
- Generated and managed administrative invoice fees for over 600 clients bi-monthly, ensuring timely payment collection and maintaining a 98% client retention rate annually.
- Success in maximizing efficiency of company and client’s time by converting clients to automatic ACH payments as well as use of our mobile app.
Education
Bachelor of Science - Finance
University of Connecticut
Storrs, CT05-2020
Skills
- Team Management
- Excel proficiency
- Client and internal communication
- Financial Records and Reporting
- Time management
- Billing
- Salesforce
- QuickBooks
- Addepar
Timeline
Analyst, Client Delivery Advocate
iCapital
10.2023 - Current
Account Manager/Accounts Receivable
ABS - Advanced Benefit Strategies
11.2020 - 08.2023
Bachelor of Science - Finance
University of Connecticut