Caroline Keller
Riverside,Connecticut
Overview
5
5
years of professional experience
Work History
Investor Services Coordinator
The Baupost Group
Boston, MA
11.2022 - 09.2025
- Supported the team by coordinating, reviewing, and responding to client information requests and/or requirements, including compliance testing, and audit confirmations
- Was responsible for scheduling and coordinating client meetings, calls, and events, including the preparation of agendas and meeting materials
- Entered data for various critical responsibilities including: daily transaction requests, wire instruction updates, and client contact information
- Helped manage the ongoing processing of new account paperwork, and assisted with the organization and countersigning of required documents
- Maintained the team inbox, which included monitoring for media alerts, new prospects, and solicitations
- Supported the team in creating and maintaining client data dashboards and reports for team and manager use
- Supported the mailing process by preparing and reviewing investor mailings, including monthly, quarterly, and annual reports, and tracking responses to mailings
Perigold Business Development Associate
Wayfair
Boston
02.2022 - 08.2022
- Supported Wayfair’s luxury business by engaging, onboarding and maintaining a large pipeline of suppliers for the Perigold lifestyle brand
- Conducted regular supplier outreach via phone, LinkedIn, and email campaigns, including scripting and messaging all outreach
- Nurtured prospective and existing supplier relationships over the phone and through attendance at trade shows
- Worked closely with cross-functional partners to efficiently onboard suppliers
- Completed independent projects to improve team workflows by developing new outreach strategies and updating the business playbook
- Responsible for conducting quality assurance checks for all onboarded suppliers, ensuring a seamless customer experience
Wine Harvesting/Marketing Intern
Ultima Pietra
Tuscany
08.2021 - 10.2021
- Worked on the wine harvest in the fields and in the cellar, including: picking/stemming grapes, assisting with the fermentation process and pressing the grapes
- Assisted with marketing/advertising of Ultima Pietra wine and olive oil, emphasis on sustainable harvesting practices
Server/Hostess
Osteria Il Villaggio Restaurant
Jackson
05.2021 - 08.2021
- Worked as a server and hostess in a popular restaurant in Teton Village, Wyoming
- Served and seated 250-300 people per night and handled customer concerns/problems
Corporate Programs Intern
Mars Incorporated
06.2020 - 08.2020
- Researched projects for the Mars’ sustainability team to support global implementation of sustainable packaging for Mars’ products
Education
Professional Certificate Program - Art History, Art Business & Art Curating
Sotheby's Institute of Art
London, England12-2025
Political Science Major, Spanish Minor
Colorado College
Colorado Springs, CO05.2021
Institute For European Studies
Granada, Spain12.2019
Greenwich Academy
Greenwich, CT05.2017
Skills
- Microsoft Windows, Word, Power Point, Excel
- Adobe
- Outlook
- Verbal and written communication
- CRM software
- Client communications
- Team collaboration
- Relationship building
Leadership Experience
- Senior Editor of the Greenwich Academy Press (September 2015 - May 2017)
Languages
Spanish
Professional
Affiliations
- Skiing, sailing, running, hiking, cycling, traveling, ceramics, cooking and baking
Timeline
Investor Services Coordinator
The Baupost Group
11.2022 - 09.2025
Perigold Business Development Associate
Wayfair
02.2022 - 08.2022
Wine Harvesting/Marketing Intern
Ultima Pietra
08.2021 - 10.2021
Server/Hostess
Osteria Il Villaggio Restaurant
05.2021 - 08.2021
Corporate Programs Intern
Mars Incorporated
06.2020 - 08.2020
Professional Certificate Program - Art History, Art Business & Art Curating
Sotheby's Institute of Art
Political Science Major, Spanish Minor
Colorado College
Institute For European Studies
Greenwich Academy