Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business.
March 13, 2020
Represent GCM at transaction closings, attend and chair client meetings and presentations and prepare related relevant documentation to support the attraction, retention and expansion of client relationships.
March 15, 2020
Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts.
April 16, 2020
Development of Global Risk framework.
April 22, 2020
Build the Redbridge Debt & Treasury Advisory franchise through thought leadership activities (attend/speak at treasury and finance conferences, actively participate in AFP, conduct webcasts/webinars, write articles, participate in Market Intelligence Group Research, etc.
April 24, 2020
Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone, and assist in preparation of fee proposals to support new business opportunities.
May 12, 2020
Design and establish a Vendor Relationship Management (VRM) framework to facilitate effective onboarding and oversight of Critical Vendors.
May 22, 2020