Kayonne Markes

Bachelor's

Biochemistry

Economics

Bessemer Trust

Associate Client Advisor

- Lead cross-functional teams of 10 to 15 client service & back-office accounting, data strategist, lawyers, actuaries & reporting - Prepare and present investment memoranda, custom reports and presentations for Management, clients, and 3rdparty advisors to clients - Execute daily trading activities in response to market changes and client requests while simultaneously managing asset allocation across all client accounts to optimize portfolio performance. Do so across diverse asset classes including equities, fixed income, treasuries, and real estate - Work closely with NY office Managing Directors to drive institutional fundraising initiatives for the company's private equity, hedge fund and real assets fund - Selected by NY office Region Head to oversee the 35 highest value and most complex client accounts totaling over $4BN AUM - due to excellence in relationship management and servant leadership - Mastered and excelled at basic role competencies of: writing investor and strategic communications addressing emergent difficult client and investor issues - Plan and execute special events for ultra high net worth clients and their families, training sessions, and retreats. Act as a Training Officer by designing and standardizing financial and client training and process documents to codify in WorkDay