Manager Management

Kerry J. Lifton

** ****** ****** - *** *, Boston, Massachusetts 02114

617-***-**** *****.******@*****.***

Summary

Client service professional possessing extensive experience in process re-

engineering, communications and project management. Strong organizational

and interpersonal skills and a solid team player excelling at taking

initiative in dynamic environments. Effective at building and maintaining

successful client relationships.

Education

BABSON COLLEGE - F.W. Olin Graduate School of Business, Wellesley, MA

Masters of Business Administration

Studies included: Finance and Marketing

UNIVERSITY OF MASSACHUSETTS, Amherst, MA

Bachelor of Business Administration degree in Accounting

Experience

MFS INVESTMENT MANAGEMENT, Boston, MA 2007-2008

Senior Client Service Manager

Maximized client satisfaction and maintained firm's revenues by supporting

relationship managers in servicing new and existing corporate and public

plans. Clients' mandates included international and global equities and

domestic equities.

. Redesigned processes of numerous requirements for the firm's largest

client ($6 billion in assets) to upgrade efficiencies and strengthen

relationship.

. Managed critical aspects for establishing a new client or account

including: communicated funding details to various internal

departments; acted as liaison between the client and the firm to

finalize guidelines, contracts and fees; and determined reporting

needs.

. Selected to be integral member of project team for launch of

Collective Investment Trusts. Served as subject matter expert for

multiple teams and also funded and serviced clients in these trusts.

. Attended meetings with clients along with portfolio managers to keep

clients updated on the firm, the performance of their portfolio and

market trends.

. Improved internally developed client reporting technology to leverage

efficiency and enrich the quality of customized client data through

better presentation of industry information.

BLACKROCK FINANCIAL MANAGEMENT, Boston, MA 2004-2007

(formerly State Street Research and Management Company)

Account Management Associate

Serviced defined benefit institutional clients and led projects in growing

defined contribution market. Interfaced with clients on a regular basis

and acted as daily contact. Clients' mandates included fixed income,

domestic equities and energy-related products.

. Implemented procedures to streamline transactions for a $450 million

commingled fund with 40 clients.

. Enhanced marketing of defined contribution product collateral (product

fact sheets, overview brochure, white papers and industry articles) to

drive increase in business.

. Prepared for client reviews including development of status materials,

pre-briefing portfolio manager on client issues and participated in

meetings to preserve relationship.

. Collaborated on compilations of industry trends and competitive

information. Worked with functional groups to create customized

solutions to expand client relationships.

FRANKLIN PORTFOLIO ASSOCIATES, Boston, MA 2000-2004

(subsidiary of Mellon Financial- now BNY Mellon Corporation)

Senior Marketing Associate

Managed marketing team and supported sales staff for quantitative

institutional money manager with 50+ clients and $20 billion under

management. Efforts can be linked to the addition of 34 clients during

tenure.

. Managed successful implementation and integration of new client

reporting system to deliver more accurate, cost efficient and timely

reports meeting the goal of improving client satisfaction.

. Led marketing team to support sales force in business development

process and client retention. Business development responsibilities

included: overseeing preparation of proposals, presentations and

direct mail, and outbound communication to clients, prospects and

consultants. Planned successful client conferences.

. Interfaced with internal marketing channels, including international

subsidiaries throughout Mellon Financial, to promote company-wide

sales efforts.

. Supervised construction of new website including design, site

hierarchy and content development.

PUTNAM INVESTMENTS, Boston, MA 1998-2000

Product Information Analyst, Growth & Value Equities (1998-2000)

Global fund management company with $250 billion under management.

Promoted and recruited to increasingly strategic positions throughout

tenure. Received Outstanding Employee Award in division of 500+ employees.

. Provided customized information and performance analysis to help

generate new business with prospective clients in institutional

defined benefit plans.

. Wrote comprehensive requests for proposals for prospective clients and

consultants including the proposal that contributed to the firm's

first $1 billion singled mandate win.

. Supported product managers on new product ideas and launches to

compete with other institutional managers.

. Researched and communicated product and industry data to prospective

clients, consultants, portfolio managers, account executives and

senior management.

Activities

Member of The Junior League of Boston (2006-Present)

Volunteer Organization for Development and Leadership of Young Women

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