Event Planning Specialist Business Development Investor Relations

ANH WILSON

Executive Assistant Business Development Investor Relations Professional

Professional with an accomplished career in the fast-paced financial services industry that spans from trading floors to hedge funds to venture capital groups. Resourceful Executive Assistant with experience in working with C-suite executives in demanding environments. Strong skill set directly relevant to success including strong attention to details, result driven personality, and solid work ethic. Top performer in all areas of executive assistant, investor relations, Event Planning Specialist and business development. These attributes, combined with strong communication skills, creative problem-solving, and collaborative teamwork abilities further depict unique qualifications to building meaningful partnerships that accelerate growth within an organization. ***********@*****.*** 917-***-**** linkedin.com/in/anh-wilson SIGNATURE LEADERSHIP COMPETENCIES

• Partner / Vendor Relationship Management

• Project Management & Concept Implementation

• Strong problem-solving and prioritizing skills • Meeting and Travel Coordination

• Strategic Organizational Skills • Business Correspondence

• Effective Communication • Presentation development

• Performance Optimization

PROFESSIONAL OVERVIEW & BUSINESS IMPACTS

CONNECTLIVES, INC. Co-founder NYC 2017-PRESENT

• Cofounded non-profit organization dedicated to increasing awareness and support for pediatric organ donation

• Established Board of Directors and developed strong relationships with local doctors and hospitals, including Montefiore Medical Center

• Saved 10K+ by researching and implementing cost-saving initiatives and creating fresh new approaches to the costly start-up process of creating and managing day to day function of the foundation

• Built a brand for the organization by creating website, marketing material, and social media strategy

• Developed team communications and content for Executive Advisory board meetings ALTITUDE INVESTMENT MANAGEMENT Business Development NYC 2018-2019

• Utilized extensive networking acumen to prospect, source and develop high-net-worth and family office investors with assets under management of up to $5bn+

• Increased brand awareness by managing relationships with industry professionals and prime broker capital introduction groups

• Worked with fund Partners to strategize on investor verticals and meeting content SPECIALIZED PERFORMANCE ADVISORY GROUP Business Development & Executive Assistant NYC 2010-2015 & 2016-2017

• Manage and prioritize partners’ schedules to ensure that their time is focused on critical, strategic issues

• Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data

• Coordinate communications, track follow up on requests, and identify those of importance which require immediate attention

• Managed investor relationships by producing monthly investment letters, due diligence documents, and presentations

• Arranged and attended investor events and conferences to cultivate new relationships for the fund

• Managed external contacts for CEO and kept track of periodic communication needed for priority contacts CONTEXT SUMMITS Business Development New Jersey 2015-2016

• Directed team to strategically manage corporate sponsorships, membership and conference sales, and buy-side client relationships for conference planning firm in the investment industry

• Developed and facilitated communication strategy to connect asset managers and investors at Context Summit conferences globally

• Fostered strong relationships with clients and negotiated/executed multi-conference sponsorship contracts

• Managed logistics of event planning, including contract signing, fee collection, event booking and event promotions

• Managed project deadlines and monitored milestones through completion stage

• Developed pricing strategies while balancing firm objectives with customer satisfaction maximization NOTABLE PRIOR CAREER SUCCESS

SOURCE CAPITAL GROUP VP of Fixed Income/Credit Sales NYC 2008-2010 RBC CAPITAL MARKETS VP of Fixed Income/Credit Sales NYC 2005-2008 FTN FINANCIAL VP of Fixed Income/Credit Sales/Executive Assistant NYC 1999-2005

• Progressively advanced through the financial services sales industry to play a key role in identifying and developing new strategic client relationships while maintaining and expanding relations with existing customers. Oversaw all aspects of servicing the active book of business for each firm’s top clients, managing extensive portfolios of both international and domestic institutional clients

• Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data

• Organized successful forums and conferences for institutional clients with inhouse economists and analysts throughout the country

• Developed and maintain alert system for upcoming deadlines on in coming requests, projects, and events

• Prepared presentations, materials and documentation for use by Managing Directors in meetings and engagements EDUCATION

University of Texas, Austin Speech Communication

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