Project Manager/Administrative Assistant
Piedmont Fund Services
Mar 2019 - Nov 2020 (1 year 9 months)
• Optimized program and business development for firm by leading client information management on Salesforce, advancing alignment of business processes/workflows for database management of clients, creating proposals for new clients, researching key issues within relevant sectors, and internal auditing
• Led planning of our annual Alternative Investment Conference designed to increase collaboration between industry experts on investment, discuss investment outlook, trends, risks, and opportunities in the alternative investment market, and facilitate networking among stakeholders
• Managed and promoted public relations aspect of BD for firm by facilitating communication between firm and stakeholders/clients, coordinating marketing conferen