Kipley Michele Pereles
7613 Hazard Center Drive, San Diego, CA. 92108
Tel: (619) 459-9392;
[email protected]QUALIFICATIONS
Ability to establish an excellent rapport with clients and build strategic relationships;
Results oriented professional with strong leadership and communication skills;
Creative and analytical problem solver;
Strength in analytical projects including data accumulation and quantitative business analyses.
PROFESSIONAL EXPERIENCE
SenseLabs Technology, Inc.
Director of Business Development Nov 2008 to March 2010
Support strategic account plans with Fortune 500 life science companies and other key accounts.
Direct new product introductions by coordinating cross-team activities between product marketing,
Research and Development, Sales, and manufacturing groups.
Performed investment analysis using NPV and IRR cash flow models.
Responsible for market research, competitive analysis, marketing communications and customer
proposals.
Assess new markets and developed new market initiatives and business opportunities.
Led long-term activities in product direction, strategic alliances, partnerships, and joint product
development efforts with customers and strategic partners.
Led the marketing communications efforts resulting in the selection as a finalist by the American
Electronics Association’s High Technology Award.
Nicholas-Applegate Capital Management, a subsidiary of Allianz Global Investors
Product Manager June 2006 to Nov 2008
Served as product expert for all traditional and global equity strategies and responsible for product
positioning, sales strategies, market research and competitive analysis;
Marketing efforts increased new customer capture rate by 10%.
Researched portfolio performance attribution using existing Cognos applications as well as external
research systems to develop commentary rationalizing relative performance versus industry
benchmarks and peers on a monthly basis.
Responsible for the content development and coordination of presentations and other communications
for new business development, client retention and advertising;
Coordinated all internally produced marketing materials for global research teams including data
compilation, design, proofing, editing, compliance review and production;
Effectively communicated with Portfolio Managers to develop product sales strategies and supported
the launch of new products into the marketplace;
Produced quarterly investment and security/event updates as needed for institutional clients;
Managed strategy calls with AGI Europe exploring new business trends leading to increase in RFP
activity;
Contributing writer for client newsletter – At the Margin
Represented Marketing Department on Charitable Giving Committee and participated in mentor
program; Secured corporate sponsorship from Nicholas-Applegate in support of the Juvenile Diabetes
Research Foundation.
Manage client questionnaire process and reporting for 30 plus clients;
Proposal Writer II June 2002 to June 2006
Prepared responses to requests for proposals (RFPs), requests for information (RFIs), and consultant
databases for the firm’s investment management products, leading to an 18% increase in RFP activity
and a 9% increase in the win rate within the first half of 2003;
Initiated proactive research for new business opportunities;
Firm specialist for trading and compliance related surveys and questionnaires;
Trained team members on RFP process as well as product and firm positioning;
Developed solutions to streamline RFP process by reducing errors and editing time by 50%;
Assisted with Consultant Relations relationship development;
Member of the firm’s Total Quality Management (TQM) Committee;
Client Service and Sales Analyst I June 2000 to June 2002
Assisted in the execution of the firm’s client service and sales plan for institutional clients, including
preparing and analyzing market review presentation materials representing a client base of over $40
billion dollars in assets;
Worked directly with the regional institutional marketing representative and portfolio managers to
prepare for client performance presentation and due diligence meetings;
Conducted analytical research, Zephyr style analysis and comparative studies;
Facilitated training of new staff on the resource applications used within the marketing department.
EDUCATION
Concordia University, Irvine, CA. MBA Candidate – May 2011
University of San Diego San Diego, CA. 2001
Bachelor of Business Administration, May 2001; Emphasis: Marketing and Financial Management
Additional coursework in Biology, General Chemistry and Organic Chemistry; Biology Club member.
The American School in Switzerland, Montagnola, Switzerland CH 6926 1994
Study of Art and Architecture of Western Europe and Spanish language program
SKILLS
Advanced experience in Microsoft Software Programs, PowerPoint, Access, Excel, Callan PEP,
Investworks, FMC Sylvan/Cognos performance attribution systems, Zephyr Analytics, eVestment
Alliance, Bloomberg, Datastream, Firstcall, Edgar and CRM Strategies;
Completed Speak for Success training program;
Marketing of financial products to institutional investors;
Team/Leadership Oriented;
Excellent written and Oral Communication Skills;
Research and Analytical Skills
AFFILIATIONS AND LEADERSHIP ROLES:
Professional Association for Investment Communication Resources (PAICR)
CFA Society
University of San Diego Alumni Association
PERSONAL/PROFESSIONAL DEVELOPMENT
Attended Callan College and AIMSE Conferences
Volunteer work includes: JDRF Sponsor, Habitat for Humanity, San Diego Food Bank, I love a Clean
San Diego, Boys & Girls Club, Museum of Contemporary Art, AmeriCares, SD Junior Golf Association,
Kids’ Adopt-A-Beach Program, Ocean Day 2006, Where a Fire Raged-A House Now Stands, Junior
League of SD, Toussaint Academy, Operation Thanksgiving, Sr. Olympics, St. Vincent de Paul,
Children’s Hospital and the Birch Aquarium at Scripps.
Personal Certifications: CPR and Emergency Responder (American Red Cross)
Appointed lead marketing representative for Angel Flight West, a non-profit organization
