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Mary Kate Leonard

812 Charleston Greene

Malvern, PA 19355
(479) 430-9056
To develop and expand my career within an industry that allows me to combine my
strengths in workflow and project management with my ability to think creatively
. Learn and develop successful skills used in the marketing and branding indust
- East Stroudsburg University of Pennsylvania: August 2004 a" May 2008
- B.S. Business Management, Finance
- B.A. Economics
- GPA 3.4
1934 Group (M Firm) a" Life Insurance, Wealth Management, Executive and Employee
Benefits Firm
Manager of Investment Operations: November 2009 - Current
- Point person in developing and applying new procedures to ensure efficiency in
all four sectors of the investment department (e.g. created investment database
, constructed training program, etc.)
- Manage daily workflow for the entire department through database tracking
- Continue to help build upon 2,000 existing client relationships
- Assist in growing new client relationships through responsiveness and attentio
n to detail
- Aid in preparing marketing and presentation materials for individual investmen
t clients and 401(k) plans
- Work with the Director of Finance to generate new marketing campaigns
- Track the progress of and confirm the completion of all new business applicati
ons and existing administrative changes
- Work closely with other advisory firms (e.g. law firms and accounting firms) t
o align the many variables in current and future planning for our wealth managem
ent clients
- Work with the Operations Manager to bridge the investment department to the wh
ole firm
- Field client calls and address questions and concerns
- Meet with investment marketers to learn of their annuity and investment produc
t features and modifications
- Utilize reporting programs to generate investment reports for clients on a qua
rterly basis
Life Insurance Client Service Coordinator: May 2008 a" November 2009
- Worked with a team to manage daily workflow for the department through databas
e tracking
- Main source of contact in fielding client calls and addressing questions and c
- Created marketing materials for insurance clientsa proposals and reviews
- Prepared insurance service forms and tracked the completion of all items
Qualifications / Skills:
- General Securities Series 6 and 63 License
- Microsoft Office 07 (Word, Excel, PowerPoint, Access, Outlook, Project)
- Smartoffice, NetX360, Ecase, Inforce Illustration software
- 2+ years of experience working with high net-worth clients
- Able to multi-task and prioritize while working in various roles
- Strong written and verbal skills