Coinbase

Senior Sales Associate | Coinbase Prime

Founded in 2012, Coinbase is the leading cryptocurrency exchange platform in the United States. The company intends to be the safe and regulation-compliant point of entry for retail investors and institutions into the cryptocurrency economy. Users can establish an account directly with the firm, instead of using an intermediary, and many choose to allow Coinbase to act as a custodian for their cryptocurrency, giving the company breadth beyond that of a traditional financial exchange.

Account Manager | Coinbase Prime

Credit Suisse

• Responsible for client relations on a day-to-day basis and maintaining a service culture of excellence

• Structuring Asset Management solutions, coordinating trust management services, coordinating compliance and regulatory support, and providing general corporate services to family offices, multi-family offices and independent wealth managers

Relationship Manager - EAM Desk Europe at Credit Suisse (Lux)

• Cross-book services to sophisticated EAM clients

• Responsible for client relations on a day-to-day basis and maintaining a service culture of excellence

• Structuring Asset Management solutions, coordinating trust management services, coordinating compliance and regulatory support, and providing general corporate services to family offices, multi-family offices and independent wealth managers

Assistant Relationship Manager - EAM Desk Europe at Credit Suisse (Lux)

• Cross-book services to sophisticated EAM clients
 
• Supported RMs with client relations on a day-to-day basis and maintaining a service culture of excellence 

• Supported team head and RMs to achieve ambitious NNA, AuM growth and revenue targets throughout FY 2017 and Q1 2018.

Assistant Relationship Manager - EAM Desk Europe at Credit Suisse (CH)

• Assisted senior management (department head and MDs) in gaining financial transparency of the business area and maximizing sales potential for PB Advisory and Sales.

• Supported weekly and monthly NNA, AuM growth and revenue reporting and financial analysis

• Provided in-depth analysis and specialist advice to investment consultant, relationship management, and wealth planning divisions

Advisory & Sales Private Banking IWM Europe Team 

GRANA

•   Lead a market expansion strategy in Singapore for a fast-growing, Hong Kong based 
    e-commerce fashion start-up

•   Streamlined the company’s supply chain management to meet just-in-time requirements 
    for temporary point of sale (POS)

•   Re-structured data management system to reflect KPI needs and performed cross-reference 
    analytics for new market customer base in order to optimize the pop-up store model 

•   Controlled for expenses and cash flows and advised management as well as on-the-ground
    sales teams

External Business & Sales Consultant

Silverhorn Advisors

•	Lead sales initiatives and supported several multi-strategy in-house funds and two portfolio managers with reporting, reconciliation & client services

•	Performed financial valuation analysis through the use of DCF, trading comparables, and leveraged buyout methodologies

•	Performed in-depth portfolio and benchmark analytics in response to market events and client requests

•	Oversaw daily cash flows and managed asset reconciliations of FI products, stocks, options, futures, and swaps

•	Prepared materials for equity offering and financial advisory presentations and internal presentations

Analyst

Swisspro SR SA

•	Delivered impactful and positive business change by leading sales campaigns and developing a robust market expansion strategy within a team for a leading Southeast Asian based water filtration systems firm in conjunction with the University of St. Gallen. The strategy was successfully implemented to the client’s fullest satisfaction

External Sales Consultant

TalkPool Network Services AB

•	Data entry, client relations, accounting, maintaining filing systems, taking dictation, operating office equipment.

Sales Specialist

Institutional sales leader with 10+ years managing key client relationships across North America, Europe, and Asia (ex-Japan), maintaining a 95%+ retention rate.

I’m part of Coinbase’s core institutional sales team, working directly with our UHNWI segement and strategically critical clients. I grow and manage a high-performing institutional book at the heart of the platform.

Transitioned from TradFi to crypto in 2021 and now help clients confidently enter and scale in the digital asset space—while educating 26k+ LinkedIn followers, with 15M+ content views.

Andrew Axelrod

Harvard University

- Create, modify, and disable endowment and gift funds within Harvard's General Ledger.
- Maintain database for tracking gift and endowment fund terms and fund comments.
- Responsible for the dissemination of gift and endowment fund information to FAS tubs, departments, and centers.
- Serves as liaison to Alumni and Donor Services and the FAS Development Office.
- Work closely with the University's Controller's Office to ensure that annual standing orders, in accordance with fund terms, are properly posted.
- Work with Controller's Office and ADS on FASB code and gift transfer issues.
- Helps prepare administrative assessment charges posted against all restricted funds within FAS and affiliate schools.
- Reconciles the monthly University Gift Status Report to the general ledger and researches differences.
- Coordinates/Processes FAS pooled funds, annual income transfers, and assessments.
- Reviews and corrects balance forward and interest issues at the beginning of each fiscal year.
- Assists with spending from centrally controlled funds.
- Prepare ad hoc analysis on funds.
- Reviews and works with departments quarterly to clear deficits.

Endowment and Gift Administrator

Finance and Accounting:

- Created and implemented reconciliation process with Harvard Management Company.
- Reconciled Bank of America, Credit Card Merchant Services, general ledger, cash and Advance gift processing systems.
- Created and implemented credit card reconciliation process.
- Entered general ledger financial transfers.
- Assisted with general accounting endowment unit calculations and transfers.
- Prepared and calculated foreign exchange rates for gift entry.
- Compiled gift processing spreadsheet for reconciliation with Cash Management.
- Reconciled and reviewed prior fiscal year gift unitization modifications.


Reporting:

- Prepared the University Gift Status Report, Ivy Plus, and Voluntary Support of Education Survey.
- Created, prepared, and reported on gift processing volume analytics.
- Created ad hoc Hyperion Interactive Report tables within the office.
- Tested and recommended changes to Advance gift processing and reporting.


Auditing:

- Audited outright gifts and pledges.
- Assisted with RMAS and PWC interim and year-end audit schedules.
- Audited credit card gifts for accuracy.
- Audited pledge payments across multiple allocations and funds.
- Audited binding pledges for compliance.


Administration and Customer Service:

- Worked closely and provided customer service to various departments, including Cash Management, Harvard Management Company, Office of Sponsored Research, and all school and tub fundraising departments.
- Implemented process to expedite gift deposits more efficiently.
- Assisted transition to Advance.
- Trained employees on financial processes, reporting, and reconciliation.
- Communicated processes and procedures, in verbal and written form to outside departments and stakeholders.
- Wrote reconciliation procedures.
- Wrote gift refund memos.
- Provided customer service to donors and alumni.
- Protected highly sensitive donor information.

Financial Associate

- Processed cash and bank wire gifts and pledge payments.
- Processed pledges.
- Provided customer service to gift processing and fundraising tubs throughout the University.
- Processed point of sale credit card transactions.
- Modified cash gifts, pledge payments and pledges.
- Trained employees on proper gift processing procedures.
- Wrote gift processing procedures.
- Acted as Interim Gift Processing Coordinator.

Gift Processor

Hannaford Bros. Co.

- Supervision of Front End of Supermarket, coordinating schedules, responding to workflow
- Coordination of Scan File System
- Closing and Reconciliation of Daily Cash
- Cashier, Money Handling
- Customer Service

Front End Shiftleader

I've had a variety of roles on the financial side of gifts to higher education over the past 25 years at Harvard University.  Primarily, I've been responsible for a wide range of activities focusing on reconciliations, reporting, auditing, and administration in a high volume environment with multiple competing priorities.  I possess strong business, logical, and financial analytic skills.  In my spare time, I enjoy video gaming and personal finance.  As it stands, I'm grateful and humbled to have my current job and career.  So while I am not currently actively looking for jobs, I will consider them, but only if they are fully remote.  HUCTW member.

Also - please keep in mind that my views are my own, and do not necessarily reflect the views of my employer.

taplio

The Battle

Andrew Axelrod

Keith Bitely

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