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Sales Management

Location:
New York, NY
Posted:
April 29, 2016

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Resume:

Thembi Dube

Email: acuj6b@r.postjobfree.com Cell: 917-***-**** 523 East 14th Street, #3E, New York, NY 10009

Profile

Develop and maintain excellent relationships with investors; engage with business groups to streamline information delivered to clients; hold internal lunch and learn sessions; provide a pivotal service in ensuring the firm’s ability to raise capital; exceptional experience in managing cash and stock distributions as well as stock sales and settlements; proficient in reviewing and reconciling transactional activity to mitigate risk and ensure accuracy; masterful analytical strategist with a proven record in recognizing, footnoting and preventing potential discrepancies; capable of deftly managing disparate tasks in a fast-paced, deadline-dependent environment; trusted employee advisor adept in team building

Core Competencies

Investor Relations

Provide outreach to institutional investors on existing and new projects

Liaise with various internal teams

Provide consistency of action and follow-through

Strong understanding of private equity investing

Superb client communicator and educator

Operations

Manage a controls team to ensure integrity of information for client reporting

Excellent knowledge of cash and stock distributions and capital calls

A model of responsiveness to frame trust and accountability

Intentional about tackling requests while still fresh

Interface with clients, general partners, banks and brokers

Professional Experience

Abbott Capital Management, LLC – New York, NY

Senior Account Administrator 2013-present

Utilize excellent interpersonal skills to promote integral role of the operations team to investors; work with internal teams to apprise stakeholders of various portfolio company realization and valuation activity; act as ears and eyes of existing investors by providing feedback to key decision makers; internally and externally brand operations team functions; manage cash distributions from limited partnerships; reconcile ILPA (Institutional Limited Partners Association) statements; supervise account administrator team; administer stock distributions, sales and settlements; research and resolve transactional discrepancies; validate capital calls

Key Milestones:

Entrusted to be the operations ambassador for client outreach

Commended for achieving perfect client reporting audit

Launched an early-alert stock reconciliation review panel to detect complex transactional anomalies to ensure client statement accuracy

Abbott Capital Management, LLC – New York, NY

Account Administrator 2009-2013

Reviewed NAV, capital account, portfolio company, management fee and K-1 schedules to ensure agreement with internal records; administered cash distributions from limited

partnerships; provided backup for stock distributions and sales and executed stock settlements; issued stock delivery instructions and tracked the movement of securities; validated capital calls; researched and resolved transactional discrepancies; prepared and/or organized brokerage account paperwork

Key Milestones:

Eliminated delays in cash transfers from foreign limited partnerships by investigating bank protocols for international transactions

Educated trustee bank representatives on procedures to efficiently accelerate stock settlements

Worked with legal counsel to re-paper client brokerage documents to comply with SEC custody rules

Abbott Capital Management, LLC – New York, NY

Junior Account Administrator/Co-Office Manager 2001-2009

Prepared and submitted all documents related to sales of restricted securities; maintained and updated power of attorney and corporate resolution documents; provided backup support to administer cash and stock distributions from limited partnerships; executed stock settlements; validated capital calls; issued stock delivery instructions and tracked the movement of securities; responded to various requests to ensure client account integrity, interviewed, trained and supervised administrative staff; led junior staff round table discussions and suggested required action items; authored proposal for managing directors’ coaching program; created firm’s first mentoring and orientation programs

Key Milestones:

Cataloged, collected and identified documents needed to create a comprehensive database of all legal-related client documents allowing the conversion from paper to digital, searchable records

Recovered missing stock certificates for clients and coordinated their conversion to DTC-eligible shares that facilitated liquidation

Abbott Capital Management, LLC – New York, NY

Investment Analyst 1998-2001

Wrote investment recommendations and commitment notification letters; verified cash flow information; calculated IRRs; organized due diligence files; updated deal log and provided backup support for capital calls and stock distributions.

Abbott Capital Management, LLC – New York, NY

Administrative Coordinator 1993-1998

Education

Emory University, Atlanta, GA

B.A. Psychology



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