Kipley Michele Pereles

7613 Hazard Center Drive, San Diego, CA. 92108

Tel: (619) 459-9392; kipleypereles@hotmail.com

QUALIFICATIONS
 Ability to establish an excellent rapport with clients and build strategic relationships;
 Results oriented professional with strong leadership and communication skills;
 Creative and analytical problem solver;
 Strength in analytical projects including data accumulation and quantitative business analyses.

PROFESSIONAL EXPERIENCE
SenseLabs Technology, Inc.
Director of Business Development Nov 2008 to March 2010
 Support strategic account plans with Fortune 500 life science companies and other key accounts.
 Direct new product introductions by coordinating cross-team activities between product marketing,
Research and Development, Sales, and manufacturing groups.
 Performed investment analysis using NPV and IRR cash flow models.
 Responsible for market research, competitive analysis, marketing communications and customer
proposals.
 Assess new markets and developed new market initiatives and business opportunities.
 Led long-term activities in product direction, strategic alliances, partnerships, and joint product
development efforts with customers and strategic partners.
 Led the marketing communications efforts resulting in the selection as a finalist by the American
Electronics Association’s High Technology Award.

Nicholas-Applegate Capital Management, a subsidiary of Allianz Global Investors

Product Manager June 2006 to Nov 2008
 Served as product expert for all traditional and global equity strategies and responsible for product
positioning, sales strategies, market research and competitive analysis;
 Marketing efforts increased new customer capture rate by 10%.
 Researched portfolio performance attribution using existing Cognos applications as well as external
research systems to develop commentary rationalizing relative performance versus industry
benchmarks and peers on a monthly basis.
 Responsible for the content development and coordination of presentations and other communications
for new business development, client retention and advertising;
 Coordinated all internally produced marketing materials for global research teams including data
compilation, design, proofing, editing, compliance review and production;
 Effectively communicated with Portfolio Managers to develop product sales strategies and supported
the launch of new products into the marketplace;
 Produced quarterly investment and security/event updates as needed for institutional clients;
 Managed strategy calls with AGI Europe exploring new business trends leading to increase in RFP
activity;
 Contributing writer for client newsletter – At the Margin
 Represented Marketing Department on Charitable Giving Committee and participated in mentor
program; Secured corporate sponsorship from Nicholas-Applegate in support of the Juvenile Diabetes
Research Foundation.
 Manage client questionnaire process and reporting for 30 plus clients;

Proposal Writer II June 2002 to June 2006

 Prepared responses to requests for proposals (RFPs), requests for information (RFIs), and consultant
databases for the firm’s investment management products, leading to an 18% increase in RFP activity
and a 9% increase in the win rate within the first half of 2003;
 Initiated proactive research for new business opportunities;
 Firm specialist for trading and compliance related surveys and questionnaires;
 Trained team members on RFP process as well as product and firm positioning;
 Developed solutions to streamline RFP process by reducing errors and editing time by 50%;
 Assisted with Consultant Relations relationship development;
 Member of the firm’s Total Quality Management (TQM) Committee;
 Client Service and Sales Analyst I June 2000 to June 2002
 Assisted in the execution of the firm’s client service and sales plan for institutional clients, including
preparing and analyzing market review presentation materials representing a client base of over $40
billion dollars in assets;
 Worked directly with the regional institutional marketing representative and portfolio managers to
prepare for client performance presentation and due diligence meetings;
 Conducted analytical research, Zephyr style analysis and comparative studies;
 Facilitated training of new staff on the resource applications used within the marketing department.

EDUCATION
Concordia University, Irvine, CA. MBA Candidate – May 2011

University of San Diego San Diego, CA. 2001

Bachelor of Business Administration, May 2001; Emphasis: Marketing and Financial Management
Additional coursework in Biology, General Chemistry and Organic Chemistry; Biology Club member.

The American School in Switzerland, Montagnola, Switzerland CH 6926 1994

 Study of Art and Architecture of Western Europe and Spanish language program

SKILLS
Advanced experience in Microsoft Software Programs, PowerPoint, Access, Excel, Callan PEP,
Investworks, FMC Sylvan/Cognos performance attribution systems, Zephyr Analytics, eVestment
Alliance, Bloomberg, Datastream, Firstcall, Edgar and CRM Strategies;
Completed Speak for Success training program;
 Marketing of financial products to institutional investors;
Team/Leadership Oriented;
 Excellent written and Oral Communication Skills;
 Research and Analytical Skills

AFFILIATIONS AND LEADERSHIP ROLES:

 Professional Association for Investment Communication Resources (PAICR)
 CFA Society
 University of San Diego Alumni Association

PERSONAL/PROFESSIONAL DEVELOPMENT
 Attended Callan College and AIMSE Conferences
 Volunteer work includes: JDRF Sponsor, Habitat for Humanity, San Diego Food Bank, I love a Clean
San Diego, Boys & Girls Club, Museum of Contemporary Art, AmeriCares, SD Junior Golf Association,
Kids’ Adopt-A-Beach Program, Ocean Day 2006, Where a Fire Raged-A House Now Stands, Junior
League of SD, Toussaint Academy, Operation Thanksgiving, Sr. Olympics, St. Vincent de Paul,
Children’s Hospital and the Birch Aquarium at Scripps.
 Personal Certifications: CPR and Emergency Responder (American Red Cross)
 Appointed lead marketing representative for Angel Flight West, a non-profit organization