William Baumgarth

** ******* *****, *** ********, NY, 10801 adzz48@r.postjobfree.com +1-646-***-**** Objective:

A highly motivated and adaptable professional with a strong background in CRMmanagement,data visualization, G Suite, and financial research. Known for creative problem-solving and innovative thinking, Seeking a challenging role in a financial firm where I can apply my strong background in CRMmanagement,data visualization, G Suite, financial research, and innovative problem-solving. My goal is to contribute to the organization's success through my analytical skills, creative thinking, and ability to adapt to changing business environments. Education:

MSc in International History, London School of Economics (LSE), 2021 BA in Economics, Cum laude, Fordham University, Economics GPA: 3.8/4.0, 2019 Work Experience:

Alpha Partners, IR/Operations Analyst, Sept. 2022 - Sept. 2023

● Streamlined and enhanced CRMs using inventive approaches to ensure data accuracy, including a system to differentiate and update successive fundraising rounds of companies, optimizing the deal process

● Employed data visualization and analytical techniques to discern potential investors, appraise portfolio company diversity, and comprehend the geographical distribution of Limited Partners, offering vital insights for strategic targeting of investors and prospective collaborations, including a DEI fund

● Showcased proficiency in G Suite, Excel, and pivot tables for a myriad of tasks and research purposes; notably, I engineered innovative Excel methods to examine conversion rates from initial to follow-up meetings with potential investors, delivering crucial insights to boost investor relations

● Researched individuals and companies using databases like PitchBook and Preqin to identify potential investors and facilitate meetings

● Undertook in-depth research into fund relationships during our SPAC creation process, improving our strategic partnership decisions

● Collaborated on the creation of pitch decks and investment materials for high-net-worth individuals and LPs, including spearheading the production of the Annual LP Meeting video presentation and crafting presentations for the establishment of new collaborative funds

● Orchestrated investor pipeline management, executed executive meeting coordination, and harnessed B2B sales platform Apollo.io to boost communication and engagement with potential investors through effective outbound marketing email campaigns, achieving a 78% open rate, 24.2% reply rate, and a notable 13.6% meeting rate

● Managed the RFP and DDQ process from initiation to completion, providing detailed and accurate responses to prospective clients and partners, thereby contributing to the acquisition and retention of key accounts

● Developed custom Python and Java scripts using AI-based software, including prompt engineering with tools like ChatGPT, to resolve data discrepancies in CRM, displaying out-of-the-box thinking and a deep understanding of emerging technologies to automate and enhance existing systems

● Conducted financial research and analyzed leading academic papers from top institutions like Stanford NuPay Technologies, Business Developer, July 2021 - Sept. 2022

● Exhibited ingenuity in overcoming startup hurdles by successfully instituting budget-friendly digital marketing strategies and startup branding, catalyzing consistent growth and user acquisition

● Capitalized on understanding of emerging technologies and trends to effectively engage audiences, sell products, and captivate venture capital investment, generating compelling investment materials and presentations

● Optimized CRM use for efficient customer and user acquisition management, establishing strategic partnerships through outbound sales outreach and virtual meetings Skills:

CRMManagement,Data Visualization, G Suite Proficiency, Microsoft Office Proficiency, B2B Sales Platforms (Apollo.io), Financial Research, Email Campaign Creation, Database Proficiency (PitchBook, Preqin), Python and Java Scripting (Basic Level), Prompt Engineering with AI Tools (e.g., ChatGPT), Deep Understanding of Emerging Technologies, Investment Material Creation, Startup Branding, Outbound Sales Outreach, Creative Problem Solving