Gabby Lewis

GABBY LEWIS Grants Pass, OR-- ● ● ● ● ● ● Passionate client relations professional with 5+ years experience Skills include: client relations, customer support, and investment operations Ability to effectively work autonomously as well as part of a team Engaging and able to build strong relationships both internally and externally PC and Mac proficient, with extensive experience using Microsoft Office and Adobe Acrobat Pro Experience in both start-up and corporate environments PROFESSIONAL EXPERIENCE Cambridge Associates, LLC | San Francisco, CA February 2014- September 2018 Advisory Services Analyst (July 2017 – September 2018) Senior Advisory Services Associate (July 2016- July 2017) Advisory Services Associate (February 2014- July 2016) ● Responsible for the coordination, oversight, and execution of investment decisions ● Served as the primary contact for clients, investment managers, and internal staff ● Proactively supported client objectives through communication with third party service provider ● Reviewed and completed investment subscription documents and tracked liquidity provisions ● Prioritized and managed workload in a fast pace, deadline driven environment ● Alleviated the administrative burden of investing by assisting clients with ad hoc projects ● Presented information related to services offered at potential client meetings Bloomspot from Chase | San Francisco, CA October 2012- February 2014 Client Services Associate ● Assessed and resolved escalated issues for the various products and services offered ● Delivered outstanding customer service to clientele over email and on the phone ● Facilitated monthly Customer Council meetings to update other departments on customer satisfaction ● Completed special tasks including research on customer experience ● Compiled refund data using Excel to track which services resulted in the most refunds Southern Oregon University | Ashland, OR October 2011 – June 2012 Director of Campus Traditions ● Planned and promoted campus wide events for current and prospective students ● Ensured all contract agreements were met for all third party vendors brought to campus ● Managed a $50,000 budget and partnered with other campus groups for additional resource ● Oversaw the continuation of campus traditions to keep students engaged Southern Oregon University | Ashland, OR June 2009- October 2011 Staff Member, Housing Office ● Served as Interim Manager overseeing other student employees as needed ● Assisted with deciding room assignments for incoming students ● Provided customer service to all students and visitors ● Managed housing email, answered phones, worked with Microsoft Office software ● Insured office and student records stayed up to date and organized EDUCATION Southern Oregon University | Ashland, OR Bachelor of Science ● Major: Psychology Pending 4 credits