Timothy Kim

• Supports multiple stakeholders (CEO, lead team, Client Service, Senior Advisors Committee) by creating and maintaining scorecards, reports, dashboards, and other data aggregations, and visualizations.
• Prepares materials for client meetings by working with the custodian (SEI Private Trust) and different software programs (Albridge, eMoney, TIAA, DST Vision, and Morningstar).
• Supports the review, design, refinement, standardization, documentation, and ultimate implementation of data management, analysis, and reporting practices.
• Collaborates with the broker-dealer, Kestra Financial, to ensure that marketing materials are compliant for distribution.
• Supports the data integrity and third-party integration of the CRM as an admin.
• Responsible for designing and testing automation processes in the CRM (screen flows, flows) in order to improve efficiency and scalability.
• Helps to educate and reinforce established data management processes with the wider team.
• Tracks, analyzes, and reports on industry benchmarks

Client(s): Coca-Cola

• Successfully managed and executed assigned digital ad campaigns for various verticals, and ensured proper setup and activation while meeting deadlines.
• Acted as a point of contact between the investment and media operations teams to resolve any billing and campaign activation issues.
• Assisted managers and directors in finance-related deliverables (i.e., billing/reconciliations, sending IOs to vendors).

• Served as the primary point of contact for internal teams, resolved any client billing issues, and ensured timely and accurate client billing month over month.
• Prepared monthly client invoices, client backup, and budget trackers while completing all tasks by monthly deadlines with a high level of accuracy.

Client(s): Aimmune, Eisai, Dermavant, SK Life Science, Jazz Pharmaceuticals

• Pulled performance data, created insights, and presented during monthly and quarterly client readouts.
• Balanced and prioritized assigned work across multiple accounts while delivering campaign optimizations.

Client(s): Amgen, Moderna

• Acted as point of contact for external agencies, clients, and internal cross-departments