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Director Client Marketing Services Financial in NYC NY Resume Diana Merenda

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Director Client Marketing Services Financial in NYC NY Resume Diana Merenda Powered By Docstoc
					                                        DIANA MERENDA
                                     (516) 263-7086
                               Manhasset, New York 11030
            DIANA.MERENDA@GMAIL.COM, HTTP://WWW.LINKEDIN.COM/IN/DIANAMERENDA


                                                PROFILE
Highly accomplished manager and sole contributor with deep understanding of best practices to
support all channels of asset management distribution. Deep management team-building and
mentoring capabilities. Extremely fluid at forging trans-departmental relationships and strong
collaborations in highly matrixed organizations. Excellent contract negotiation skills. Creative
problem solver skilled at developing effective messaging with internal and external clients. Keen
sense of priorities and projects ownership to ensure successful completion on time and on budget.

                                             EXPERIENCE
GUGGENHEIM PARTNERS ASSET MANAGEMENT, NY, NY                                          2011 – APRIL 2012
Director, Client & Marketing Services
Created new support team responsible for providing timely and accurate DDQs, RFPs, questionnaires,
presentations and other collateral to service hundreds of internal and external clients. Achievements included:
     Developed policies and procedures to ensure appropriate, compliance-approved data usage
     Installed content management tool and implemented data management solution for consultant
        database population, including new initiative to track investment professionals for external databases
     Integrated data resulting from merger of several Registered Investment Advisors

INCORPORATED VILLAGE OF PLANDOME HEIGHTS, NY                                          2005 – APRIL 2012
Mayor (4 years), Trustee (2 years), Planning Board (1 year)
As “CEO” of this small municipality, governed a small village on a budget of less than $500k. During the
height of the financial crisis, “partnered” with vendors to get a one-time 10% discount in yearly contract to keep
taxes low. Created Technology Advisory Board that saved the village thousands of dollars while ensuring data
stability and integrity. Wrote proposals resulting in thousands of dollars in grants. Upon “retirement”, received
Proclamations acknowledging service from town, county, state as well as federal levels of government.

CUTWATER ASSET MANAGEMENT, A DIVISION OF MBIA, Armonk, NY                                     2009 – 2011
Vice President, Client Reporting & Special Projects
Change agent who strategically implemented best practices for the restructure effort from “MBIA Asset
Management” to “Cutwater Asset Management” and improved the firm’s client service efforts.
     Forged client lifecycle processes that streamlined the on-boarding and client maintenance efforts
       and also designed the technological solution for implementation
     Reduced manual client reporting delivery time by 33% from 15 to 10 business days and
       completed beta test to automate client reporting
     Created “Cutwater University”, an online and in-person training program which covered sales,
       investment management, GIPS performance measurement and attribution for over 100 employees

BEAR STEARNS (JP MORGAN CHASE) ASSET MANAGEMENT, NY, NY                                       2007 – 2009
Director, Marketing Communications & Data Analytics
Retained as part of the elite Transition Team, post collapse. Managed, trained and developed a staff of
marketing professionals responsible for providing timely and accurate data delivery for internal and
external clients along with collaterals to support key marketing message within a strong compliance
framework. Achievements included:
     Revamped marketing and client collateral for Compliance, content and presentation
     Guided the compilation of $45 billion assets, 393 personnel and other data to meet search criteria
     Developed policies and procedures to ensure appropriate, Compliance-approved data usage
DIANA MERENDA                                                                                          PAGE 2


DEUTSCHE ASSET MANAGEMENT, NY, NY                                                                 2001 - 2007
Vice President, Client Relationship Management Support (2004-2007)
Charged with firm-wide strategic coordination and implementation of client on-boarding. Mitigated firm
risk by applying controls, resulting in 27% decline in breached guidelines. Member, Risk Committee.
      Developed crucial relationships with Compliance and other internal counterparties to ensure
         successful completion of client lifecycle events; reviewed Investment Management Agreements
      Ensured client on-boarding proceeded only after successful completion of KYC and ISDAs
      Co-piloted roll-out to launch cloned processes in Singapore, London, Sydney and Frankfurt
      Analyzed the client event strategically to identify and diffuse any potential impediments that
         would threaten smooth business transitions, including prescreening at the RFP stage

Vice President, Marketing Communications and Data Team (2001-2003)
Directed the firm's marketing data management effort. Key work streams included performance,
attribution, risk statistics, characteristics, turnover, and AUM. Achievements included:
      Developed intranet website content for all product and staff bio data, enabling global access
      Closed Internal Audit and Compliance gaps addressing best practices for Global Investment
         Performance Standards performance reporting and statistics on investment professionals
      Delivered quality data on a consistent basis for RFPs, consultant questionnaires and collateral
      Partnered with Operations to improve content, depth and timeliness of portfolio and composite data


MORGAN STANLEY ASSET MANAGEMENT, New York, NY                                                     2000 - 2001
Junior Product Specialist
Supported the client service and sales effort in the Emerging Markets Equity group of 13 people. Created
new and reviewed existing textual content and data used in all marketing collateral


LAZARD ASSET MANAGEMENT, New York, NY                                                             1994 - 2000
Manager, Business Development Services & Client Service Support for Australia
Managed, trained and developed marketing associates responsible for all RFPs, RFIs, pitch books,
consultant questionnaires and all marketing data across all business channels globally. Sole support
contributor for client service effort for Australian-based clients; helped raise $4B in assets in 3 years.
     Forged partnership with Compliance to systemize greater efficiency in collateral reviews
     Created textual content and aggregated numeric data used in all marketing collateral
     Introduced data controls and incorporated innovations to improve RFP preparation


TREVOR STEWART BURTON & JACOBSEN, INC., New York, NY                                              1989 - 1994
Portfolio Manager Assistant
Supported all client service efforts for this small, privately held firm focusing primarily on private clients.



                EDUCATION, PROFESSIONAL COURSES & ACCOMPLISHMENTS
                                Baruch College, MBA, Business Policy
                     Hunter College, BA, Communications Major; Education Minor
                        Sigma Iota Epsilon Management Honor Society (Baruch)
                Project Management Certificate, Hofstra University; Six Sigma Green Belt
                              Dale Carnegie Leadership Training Course
                  PAICR Contributor and former Board member; Contributor, FUNDfire
                     SCOPE Adult Education Teacher, Microsoft Office, 2005-2010
                              Co-creator of the Client Lifecycle Exchange

				
DOCUMENT INFO
Description: Diana Merenda is a highly accomplished manager / director and sole contributor with deep understanding of best practices to support all channels of asset management distribution.