Kate Biller
Director of Ocio Solutions at Alan Biller And Associates
Based in San Francisco, United States
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Seniority
Director
Department
General Business & Management
Location
San Francisco
Industry
Investment Management
Company size
58
Contact information
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k•••••••@alanbiller.com
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Background
About Kate Biller
What do I most enjoy about my work? People. Problem solving. Team work. Communication.What inspires me? Vision. Innovation. Enthusiasm.I have 20 years of professional experience. As Director of Client Service, my mission is to provide diverse institutional investors with the highest caliber of service, reporting and operational support. As a dedicated account manager for the firm's largest multi-billion dollar client, I develop and implement best practices which can be applied across our client base.What I Do-* Maintain key client relationships.* Provide impeccable, proactive service.* Clearly communicate technical content, complex ideas and business strategy.* Write compelling narratives.* Manage deadline-driven projects with a critical eye for improving process.* Build teams across functional business groups to leverage resources.* Understand financial concepts and analyze data.* Recognize and address areas of compliance and regulatory risk (e.g, SEC, DOL).Specialties-Customer service; operations; communications; project management; cross-functional team building; team leadership; problem solving; compliance; writing; editing; business retention; business development; marketing; analytics; accounting; financial services; investment management.
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