Kim Lammers

Strengthened client relationships, conducting regular meetings to review portfolio performance, discuss market developments and portfolio changes, and address concerns. Analyzed securities for inclusion on Company's buy attempt list, recommended and implemented investment strategies to meet client financial objectives.

Collaborated with a team of Advisors and Client Support Associates to manage over $8,000,000,000 of endowments, foundations, and personal assets. Identified opportunities to improve business, compliance, and presentation process flows to boost productivity.

Acted as team lead during the implementation of a new global logistics platform by collaborating with external stakeholders. Created project mapping and amassed data from multiple sources to facilitate effective decision making by senior management.

Established Build's operations department, spearheaded and established DEI initiative, and co-wrote company leadership principles. Developed process manuals for day-to-day operations, hired and trained the operations department, and created strategic financial models to support initiatives.

Routinely performed in-depth analysis including cash flow analysis, risk and return considerations, and long and short term financial forecasting. Created and implemented financial strategies for clients with over $10MM, and independently managed a book of business over $100MM comprised of 100+ households.

Worked as an extension of the operations department to improve efficiency and minimize discrepancies between asset manager actions and specified processes, including participation in internal audits. Executed daily trading transactions in securities markets while monitoring securities regulation changes and ensuring all trading activity was in compliance.

Grade: Cum Laude

Graduated Cum Laude.