Abacus Client Manager Download

As a Spears Abacus client, you work directly with the people who manage your portfolio. We give you a clearunderstanding of how and why we make decisions. Because your money is held by an outside custodian in highlyliquid assets, you may access it at any time, for any reason, without prior notification to us. There are noholding periods, gates or restrictions.

Rob co-founded Spears Abacus in 2007, and continues as President and Chief Investment Officer of Abacus andAssociates, Inc. He serves as our President and functions as a portfolio manager, analyst and client advisor.In addition to portfolio management, he has extensive experience in tax strategy, corporate finance, trust andestate administration, and financial planning.

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Steve joined Spears Abacus in 2009 as a Principal, leading our business development and client serviceseffort. He also serves on our Investment Committee. Formerly the senior partner of a multi-generation familybusiness, Steve brings peer experience to our client services practice. His career has focused on publicequity markets since 1991.

Michele Cleary joined Spears Abacus in 2013. She is a Principal and Director of Operations andAdministration. Her primary role is to focus on our operations and client service function. She manages ourtrade, settlement and compliance operations. Michele began her career at Ark Asset Management. She worked invarious roles there, and was the Director of Client Administration prior to her departure in 2009. Michelejoined Lazard Wealth Management in 2009 as the Director of Operations where she was responsible for buildingand managing all operational aspects of the start-up wealth management business.

Marge joined Spears Abacus in 2007. She is a Principal and Chief Financial Officer. Her primary role isensuring clients continue to experience the competent administrative service they have come to expect from us.Marge and her staff fulfill requests for transfers, reports, and information with care and diligence.

Bob joined Spears Abacus as a Principal in 2011. His wide-ranging responsibilities include portfoliomanagement, client advisory services, and business development. Bob is a member of the Investment Committee.

Bob started his investment career as a portfolio manager at Shearson/American Express in 1982 and moved toLazard Freres & Co. in 1990 in the same capacity. He was named partner in 1993 and became global head ofdistribution of Lazard Asset Management. After a brief stint as President of Private Advisory Services at Bankof America, Bob founded NorthRoad Capital Management, an international and global equity manager, which hesold to Madison Investment Advisors at the end of 2010.

Alina was previously a Client Administration Associate at The Permal Group, now EnTrust Global, beginning in2011. She coordinated the onboarding and maintenance of funds and direct client accounts across the firm.

Since joining Spears Abacus in 2014, Lisa has brought her skills to a wide range of projects and functions.In addition to her primary role as Executive Assistant to the Chairman and the Chief Financial Officer, Lisakeeps the office running efficiently and is involved in various aspects of client support.

Diana joined Spears Abacus as a Portfolio Administrator in 2009. She has a pivotal role as a part of theoperations and settlement team where she is responsible for a dedicated group of client accounts.

A growing innovative health management company is seeking full-time Account Manager(s) to advance and support a suite of health programs and services for large self-insured commercial and municipal clients.

Interaction with client leadership is a major aspect of this position. The Account Manager should possess excellent communication and presentation skills. This position requires travel (local and national) to client meetings and events, when needed.

Skills/Qualifications:

The ideal candidate must be able successfully work with internal/external stakeholders to advance programs and services with clients. As such, the position requires strong collaboration and problem-solving skills, including the ability to set priorities and manage competing demands. Excellent verbal and written communication skills are needed in addition to the ability to analyze/present data as part of critical reporting. Must have strong command of conferencing software including Microsoft Teams, WebEx, Zoom etc.. Proficiency with Microsoft Office suite of tools is expected.

Jeenarain, who joined Abacus in 2014, has successfully led the build-out of a dedicated and process-driven project management team. She created a playbook for how implementations should flow, establishing an organized, repeatable, transparent and highly successful process. She recruited a talented team of project managers as well as developed internal talent.

Three other Abacus Group managers were finalists for the 2019 Markets Media Women in Finance awards: Angela Butler, Manager of Professional Services Operations; Sarah Cundiff, Director of Marketing and Communications, and Cynthia Oliveras, Manager of Client Support Engineering.

Abacus Group is a global IT services firm with an enterprise technology platform designed to meet the unique needs of the financial services industry. It focuses on providing a cloud-hosted IT service, application hosting and voice solutions to alternative investment firms, including hedge funds, private equity firms, asset managers and family offices.

The Abacus Cloud platform allows investment managers to source all technology needs as-a-service, with Abacus managing the entire IT stack for investment clients as well as providing both on-site and remote IT support for all users. Its services are ideal for firms that anticipate growing and adding new users, as all Abacus solutions are designed to scale and be flexible.

The Abacus team prides itself on communication and its clients know to expect complete transparency at all times. This was especially important as Abacus was helping all clients transition to work from home at the onset of the COVID-19 pandemic across the US and in the UK.

Due to that planning, Abacus was ready to react and make sure clients were ready to go to be able to seamlessly work from home without any issues. Given that clients were trading in volatile financial markets, the need to be seamless and secure was of the highest priority. As a result of its efforts, Abacus continues to be commended by clients on how well the crisis was handled. And BrightGauge played a key role in keeping operations running smoothly.

For the health and safety of its employees, before stay-at-home orders were put in place, Abacus required all clients requesting onsite assistance to complete a COVID-19 health and safety questionnaire. Receipt of those questionnaires was tracked through BrightGauge.

Without BrightGauge, the ability to support clients for the duration of this pandemic would not have been as seamless or efficient. Abacus normally sees more than 130,000 tickets annually, so this is no small feat.

Michele heads up the Analytics Team, helping clients realise the value of the Alliance data, through insight, to drive better retention, cross-sell and reactivation strategies. An MS in Marketing Analytics, he has worked for Epsilon in the US & UK. Previously he spent 2 years providing analytic support to Fortune 500 companies in banking, insurance and pharmaceuticals.

As marketing manager, Maryke is responsible for understanding customer requirements and market trends, helping to drive the development of market positioning, and ongoing communications with customers and partners. Passionate about creating engaging content with 10 years of experience in digital, brand management, marketing and events within data and technology Industries.

With our deep expertise in cloud-enabled technologies and knowledge of the healthcare industry, we have built an innovative data integration and management platform that allows healthcare payers access to data that has been historically siloed and inaccessible. Through our platform, our clients - payers - can ingest and manage all the data they need to transform their business by supporting their analytical, operational, and financial needs.

An abacus is an instrument used for calculations - just like our team! A hive is where bees live, of course! When you join Abacus Hive, you are joining The Hive. Collectively, we are a team, a partnership, busily working together to build a better nonprofit ecosystem.

Bobby started his career in public accounting with Arthur Andersen and spent 15 years as a director of FP&A for a fortune 500 company. He leverages his experience in the for-profit space to help our clients demystify the financial

budgeting/forecast process. Bobby is active in several nonprofits in the Knoxville area, regularly volunteering at Knoxville Area Rescue Ministry and the Shangri-La Therapeutic Academy of Riding.

Jerome started as a contractor at P&A Grant Thornton, working as an auditor for several clients in different industries, which helped him develop his comprehension of financial analysis and reporting. Later in his career, he spent two years as an auditor with PwC SDC Manila Limited, providing audit support for Australia, Hong Kong, Singapore, New Zealand, and US engagements. He was also selected as a Pilot member of a new cluster division that dealt with more comprehensive and in-depth audit work for Australian engagements.

He uses all of the knowledge and skills he has acquired to provide quality accounting services and help remove the burden of accounting for Abacus Hive clients. Outside work, Jerome enjoys playing video games, spending time with his family, walking his dog, and going to the gym.

Upon the completion of Jobelle's college education, an opportunity arose for her to contribute to the local foundation of her beloved high school. Grateful for the support she had received from both the generous donors and the benevolent nuns, she gladly accepted the invitation as a means of giving back. Subsequently, Jobelle transitioned to an accounting firm where she collaborated with a client in the retail trade sector. This experience exposed her to diverse tax reporting practices and allowed her to refine her expertise in preparing financial statements. Once again, Jobelle was invited to contribute her skills to a nonprofit organization, where she assisted in rectifying their financial reports.

In her leisure time, she derive pleasure from traveling and particularly enjoy spending time at the beach, even though she is not a good swimmer. Additionally, Jobelle has a keen interest in watching movies and series, reading mangas and manhwas, witnessing the sunset from the rooftop of her residence, and engaging in playtime with her cat named Gumi. ff782bc1db