Stephanie Brooke O'Mara

*** **** **** ******, *** #6A

New York, NY 10010

610-***-****; aca5qo@r.postjobfree.com

MARKET ORIENTATION:

Domestic & International Equities, Hedge Funds, Private Equity, Energy,

Infrastructure and Technologies

PROFESSIONAL EXPERIENCE

Wood Mackenzie, New York, New York

A leading research & consulting firm providing commercial analysis and

strategic advice to the energy, metals & mining industries.

Consultant - Project Manager 2011

to 2012

1. Enhanced sales & marketing process via email marketing, RFP positioning,

ABM & advising on overhaul of online client portal.

2. Consulting responsibilities included vendor assessment, collateral

development, opportunity evaluation & reporting/ROI.

3. Revenue driven objectives included lead generation, product appraisal &

positioning, event management and budget planning.

The Burgiss Group, Hoboken, NJ

A leading software and financial services firm tracking more than $1

trillion of alternative assets for institutions through three distinct and

integrated software solutions that provide monitoring capabilities

throughout every stage of the investment life cycle.

Institutional Sales & Marketing, Account Manager

2009 to 2011

4. Leveraged well-vetted Rolodex of institutional contacts to sell software

& professional services to prospects & existing clients.

5. Cultivated prospective relationships, actively generating leads via

referrals, networking, road shows, cold calling, conferences and

successful completion of RFP's.

6. Facilitated client & prospect presentations; created compelling

materials and developed strategies to increase market penetration.

7. Successfully achieved growth objectives; structured & negotiated complex

deal terms to finalize legal processes and expedite sales.

ING Investment Management, New York, NY

Institutional Sales & Marketing, Associate Manager

2007 to 2009

8. Collaborated with investment team regularly on how to best position

investment strategies to individual prospects and clients.

9. Sourced and completed RFP's, meeting strict deadlines & strategizing

with investment team in detail when appropriate.

10. Ensured consistency was maintained throughout entire new business

development process - RFP submission to final meetings.

11. Managed existing & new investor opportunities across secondaries, co-

investments and private equity funds of funds strategies.

12. Implemented marketing strategies for fundraisings and events, revamped

presentation materials and developed new collateral.

Lazard Fr res & Co., Lazard Asset Management, New York, NY

Institutional Sales & Marketing, Associate - Corporate and Public

Pensions/Consultant Relations 2005 to 2007

13. Managed existing pension portfolios, which included due

diligence/reporting requests and providing investment/market updates.

14. Lead RFP efforts within department, structuring responses to best

represent competitive advantages and differentiating features.

15. Liaised with portfolio managers on investment projects and RFP

marketing/positioning.

16. Helped develop strategies to approach target institutions pinpointing

Lazard offerings that aligned best with investment portfolio.

17. Played integral role in marketing efforts; crafted novel materials to

improve messaging and increase brand awareness.

INTERNSHIP EXPERIENCE

Lazard Fr res & Co., Lazard Asset Management, New York, NY

Institutional Sales & Marketing, Intern

June 2004 to August 2004

Taylor Rafferty, London, UK

Investor Relations, Intern January 2004 to

May 2004

Stoner Bunting Advertising, Lancaster, PA

Marketing, Intern May 2003 to August

2003

EDUCATION

Trinity College, B.A. Economics - Hartford, CT

September 2001 to May 2005

Boston University (Semester Abroad) - London, UK

January 2004 to May 2004

COMPUTER SKILLS

Microsoft Office Suite; Adobe; CRM; Salesforce; Bloomberg; Factset; Argos;

Portia; Investran; Private i

AFFILIATIONS

The River Club, New York City; Co-Chair of Junior Committee

Tusk Trust; Advisory Board

PERSONAL INTERESTS

Fly fishing, equestrian sports, tennis, skiing, travel and cooking.

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