regan cellura

Handle all operational duties for the firm including client services, new account opening and assist in creation of marketing materials. I also administer all compliance programs overseen by the firm's CCO. I am currently the project leader for the firm's GIPS compliance and verification. My additional responsibilities include assisting the portfolio management team, monitoring asset allocations and trading.

* Assistant to the Vice President of Administration and Internal Operations * Liaison between clients and consultants * handled all client concerns, questions and requests * Main contact for outside service providers * assisted custodial banks, record keepers and money managers in jointly servicing client needs * Accounts receivable & payable * basic bookkeeping and client invoicing on a quarterly, monthly and odd billing period * Human Resources * responsibilities included making changes in employee benefit plans and payroll administration * Client Reporting * responsible for production of all client reports * Procurement * handled all office purchasing including large equipment, computers and software * Requests for Proposals * responsible for completing all proposals for new business opportunities as well as review of incoming proposals from custodial banks and investment managers * Client Contracts * constructed new client contracts for execution * Meeting Management * Coordinated 42 client meetings monthly, quarterly and annually for the company’s consulting team.

Sourcing Alliance is a collaboration of local, regional, and national group purchasing organizations. We provide already-procured, fully compliant contracts featuring a broad range of products, services, and benefits. Most public sector, not-for-profit, and private sector entities are eligible to join Sourcing Alliance and utilize our competitively solicited contracts.