Business Development Director @ Madrone Software & Analytics
Vice President - Institutional Client Business @ BlackRock
Senior Client Relationship Associate - Americas Institutional Business @ Barclays Global Investors
Madrone Software & Analytics (Madrone) is a cloud based portfolio and business intelligence platform for the asset management industry. The platform transforms public and private data into actionable insights to improve portfolios, businesses, and teams. We empower users with a quantitative framework to analyze the “game tapes" of their decisions and a risk decisioning engine to ensure
Madrone Software & Analytics (Madrone) is a cloud based portfolio and business intelligence platform for the asset management industry. The platform transforms public and private data into actionable insights to improve portfolios, businesses, and teams. We empower users with a quantitative framework to analyze the “game tapes" of their decisions and a risk decisioning engine to ensure that they are constantly improving.
The active institutional asset management industry is over $100 trillion and Madrone aims to become the standard by which skill is measured, products are differentiated, and capital is allocated. We work at the intersection of Finance, Computer Science, and Big Data.
Business Development Director @ Responsible for balancing a consultative sales approach while managing an active sales funnel. Early business development team member with a focus on field sales while supporting marketing and client service. Inform product and engineering about customer behavior and feedback to support an agile development approach to drive the direction and build out of a multi-disciplinary research team that creates Madrone’s automated risk decisioning and recommender engines as well as the full suite of predictive analytics. From May 2015 to Present (7 months) San Francisco Bay AreaVice President - Institutional Client Business @ Successful track record in leading sales and services effort for institutional investors with over $30 billion in assets under management and $30 million in revenue with BlackRock. Proven ability in articulating, creating and implementing complex investment solutions across asset classes. Collaborated with internal groups to deliver targeted communication and presentations. Managed direct reports to provide coaching and feedback to ensure the highest quality of client satisfaction. From 2009 to 2014 (5 years) San Francisco Bay AreaSenior Client Relationship Associate - Americas Institutional Business @ Instrumental in client relationship development by establishing high standards of service and attention to all clients. Managed day to day contact regarding client account, procedures, funding activities, contractual issues, and new assets. Performed various analytical functions including business sales strategies, portfolio transitions, portfolio structure, and compiling returns. From 2007 to 2009 (2 years) San Francisco Bay AreaSenior Financial Analyst - Investments & Benefit Finance @ Oversaw asset allocation, external investment managers, and custodian bank relationship for the corporation’s $9 billion retirement plan, $4 billion defined contribution plan, and $2 billion nuclear decommissioning trust. From 2005 to 2007 (2 years) San Francisco Bay AreaSenior Analyst/Accounting Analyst @ From 2003 to 2005 (2 years) San Francisco Bay AreaSenior Auditor @ From 1999 to 2003 (4 years) San Francisco Bay Area
Bachelor of Science (BS), Business Administration @ University of California, Berkeley - Walter A. Haas School of Business Serena CAIA is skilled in: Investments, Institutional Investments, CRM, Asset Managment, Pensions, ETFs, Asset Management, Finance, Strategy, Hedge Funds, Institutional Investors, FINRA SERIES 7, FINRA SERIES 63, NFA SERIES 3, Management
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