Complete various account administration activities of moderate to significant intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing.
June 10, 2022
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.
November 18, 2022
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.
December 23, 2022
Design and establish a Vendor Relationship Management (VRM) framework to facilitate effective onboarding and oversight of Critical Vendors.
January 28, 2023
Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business.
March 06, 2023
Provide required training on Vendor Relationship Management (VRM) and oversee the execution of the framework by business owners to ensure the risks of the individual relationships are understood and monitored.
March 31, 2023
Monitor relevant administrative and operational systems, databases and activity related to accounts of simple to moderate intricacy, complexity and level of risk to ensure accounts are set-up and operating within established policies, procedures and guidelines.
April 01, 2023
Development of Global Risk framework.
April 24, 2023
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.
April 25, 2023
Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts.
May 02, 2023
