Jade I. Bolen

Experience

• 

  Northwestern Mutual

  May 2013 - Aug 2013

  College Financial Representative
• 

  Oracle

  Jun 2014 - Aug 2014

  Business Development Intern

  Developed new employee training materials and drafted research presentations for Senior Sales DirectorEstablished relationships with universities to expand recruitment efforts through events and branded communications

• 

  Frist Art Museum

  Sept 2014 - Dec 2014

  Development Intern

  Conducted research on individual, foundation and corporate donors; identified new grant opportunitiesAssisted in year-end reporting to secure financial support and continued programming in the following fiscal year

• 

  Morgan Stanley

  Jun 2015 - Nov 2018

  Partnered with internal and external contacts to update and administer the Institute of Family Wealth Education program, of which 460 candidates (80%) successfully earned the Family Wealth Advisor designationDeveloped Wealth Education curricula and marketing materials for ultra-high net worth clients and prospects, with a specific focus on women and MillennialsCompiled data and feedback from Managers and Financial Advisors related to the rollout, delivery and benefits of all Family Governance & Wealth Education content, programs and initiativesServed as Multicultural Associates Networking Group Co-Chair; organized quarterly events for approximately 30 diverse employees across four complexes in the Chicagoland area Show less Worked with a Financial Advisor team to enhance the client acquisition and retention process, which included cold calling, assisting with client seminars, and client account management, resulting in 27 new business leadsSupported regional Diversity & Inclusion initiatives by developing recruitment strategies for six complexes, managing over $150K of sponsorships at both the regional and national level, and compiling regional metrics for quarterly reviewDeveloped and implemented a case competition; launched at four universities across two regionsTrained nine new hires for the Series 7 licensing exam through customized study plans and tutoring; achieved an 88% pass rate Show less

  • Analyst, Family Office Resources

    Oct 2017 - Nov 2018

  • Branch Analyst

    Jun 2015 - Oct 2017
• 

  BDO USA, LLP

  Jan 2019 - Jan 2020

  Associate
• 

  MLG Capital

  Jan 2020 - now

  • Vice President of Investor Operations

    Jan 2025 - now

  • Assistant Vice President of Investor Operations

    Jul 2023 - Jan 2025

  • Investor Relations Associate

    Jan 2020 - Jul 2023