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

Titleology dba FIN Title

Implemented title evidence order process for new client / Generated revenue of $9,700.00 in one month. /Audited stale-dated check report to disburse over $72,000.00 in funds. / Ordered deed requests, payoffs, HOA documents, out-county title evidence and survey affidavits. / Answered questions from borrowers, realtors, and lenders with 95% success rate. / Shipped closed files to buyers and lenders and uploaded to the system. / Trained two team members on how to order title evidence. / Trained upper management from sister title company on the Texas title process. / Found four potential clients for the business.

 Enthusiastic Escrow Assistant 

Small Business Administratiion 

Responded to inquiries from borrowers for their loans. / Managed a portfolio of 160 loans, residential and commercial. / Performed document review of loans for residential and commercial loans. / Disbursed a half a million dollars of Treasury funds for homes and businesses in the U.S., Puerto Rico and the Virgin Islands / Coordinated with other insurance agencies and FEMA there was no duplication of benefits.

 Dynamic Paralegal Specialist/Case Manager

Special Counsel/American Airlines Project

File Maintenance and documented over 200 boxes for storage and retrieval. / Distributed, organized and filed LCA packages to immigrant employees per paralegal's instructions. / Catalogued, labelled, organized large volume of aged and current IP documents as long-term project and created Excel report. 
/ Recommended purchase of fire-safe file cabinet worth over $5,000.00 to client which they purchased based on my recommendation. / Entered subpoena information on log. / Researched in Elite open and closed matters. / Researched high volume of bankruptcies on PACER and reviewed for claims. / Emailed scanned LCA's to immigrant employees. / Scanned I-797 Notices and created immigration files for Attorney. / Scan and copy documents and binders for major case for a project basis under tight deadline for Client Manager. / Copied and organized binder for Attorney. / Called Service Tech when copiers were down. / Collated compliance packages for Attorney. / Archived files for Corporate Finance. / Distrbuted mail to Legal Department and entered specific mail on Excel sheet per Management instructions.

Special Projects Paralegal with Initiative

JD English Jewelers 

Distributed flyers to customers for 7th Floor promotion. / Organized back office. / Organized, labelled and filed memos, invoices, receipts, and miscellaneous documentation. / Used Facebook to inform of upcoming markets. / Saved Owner $600.00 by locating missing invoice. / Suggested and recommended different promotions to bring customers in to increase business. / Sold jewelry when needed during the markets per Management.

Showroom Assistant/Administrative Assistant / Digital Marketer

Special Counsel

Industrious Contract Paralegal

Fidelity National Financial/L.S.I. Title Agency, Inc.

Organized and collated a million of title policy packages. / Issued 25,000 residential and owner's policies. /
Cleared, paid and expedited T-OO's / Organized and labelled files. / Organized file room. /  Shipped file storage boxes to company facility. / Shipped closed loan packages to buyers and lenders. / Expedited high volume of requests for title policies and legal documents from buyers and lenders. / Quality-controlled legal documents like the Warranty Deed and Deed of Trusts for errors. / Reviewed records for title commitments and issued title commitment for the client. / Expedited stale-dated check report to clear report of uncashed checks. / Trained two team members on assembling title policy packages.

 Title Policy Writer / File Maintenance / Accounting / Escrow Assistant / Title Package Processor

Centex Home Equity / Mr. Cooper

Copied and collated referral packages. for two portfolios. / Reviewed bankruptcy files to see if bankruptcy cleared. / accounts payable / trained one team member on process. / Was recognized by Client Bankruptcy Manager for speed of expediting referrals. / Expedited the mail. / Fedexed referral packages to attorney network.

Bankruptcy/Foreclosure Specialist / Shipper

Let's connect - lalanier60@gmail.com - Implemented title order evidence process for major client and generated $9,700.00 in revenue in one month - Trained 2 associates on ordering title evidence and opening new orders. - Audited stale-dated check report to disburse $72,000.00 in funds. - Ordered payoffs, HOA documents, out-of-county title evidence, deed requests, and survey affidavits. - Shipped closed files to buyers and lenders. - Answered questions and concerns of borrowers, realtors and lenders with 95% success rate - Managed a portfolio of 160 loans, residential and commercial for disaster recovery survivors. - Responded to inquiries from customers like attorneys, managers/supervisors, borrowers. - Performed document review of loan documents for residential and commercial properties ranging from $25,000.00 - $100,000.00.

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The Battle

Andrew Axelrod

Lisa Lanier

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