Lucine Anne Kirchhoff, MBA
Greenport,New York
Summary
I have a strong history of community engagement and currently sit on two Boards on Long Island. During my time as both an Investment Banker and Financial Advisor with New York Life, I gained strong experience with C-Suite executives and high net worth individuals. I am very accomplished with the "ask" whether it be for business or donations. I also understand the importance of ongoing stewardship for valued patrons.
I am a passionate candidate with an excellent skillset for cultivating and nurturing donor relationships.
Overview
2
2
years of professional experience
Work History
Financial Advisor
New York Life Insurance Company
Melville, New York
10.2022 - Current
- Consultant to high net worth individuals and families for asset management and estate planning
- Duties include educating clients on a sound financial plan beginning with life protection, asset accumulation and legacy planning
- Responsible for clients and prospects on the East End and broader Long Island areas
- Entrepreneurial role that includes networking for new business as well as managing existing book of business
- Treats personal financial information with the highest level of confidentiality
- Conducts research on various investments including stocks, bonds and mutual funds to recommend suitable options for clients
Co-Founder, Entrepreneur
Restoration and Refinishing LLC
- Oversaw all aspects of sales and business management for a high-end furniture restoration enterprise in New York
- Oversaw all aspects of office administration such as invoicing, website maintenance, and financial reporting
- Established relationships with key customers, vendors, and partners
- Delivered consistent annual revenues surpassing $1,000,000.
- Recruited, trained, managed, and evaluated staff
- Oversaw accounting functions including budgeting, forecasting and financial reporting
- Conducted market research to assess potential opportunities for new products or services
- Identified areas of improvement in processes related to operations and sales activities
- Managed overall workflow of projects from conception to completion
- Performed regular quality assurance checks on products prior to release
- Developed clear mission, vision and culture for company as foundation for growth, branding and development of employee culture
Managing Director, Leveraged and High Yield Loans, Loan Sales and Trading Desk
Bank of America
London, UK
- Responsible for sales and trading client coverage for a variety of financial institutions, hedge funds and insurance companies for primary and secondary leveraged loan sales
- Established performance standards and monitored progress towards achieving them.
- Responsible for investors in the UK, Ireland, Iceland and the Nordic countries
- Generated over $1 million in revenue per year
- Established performance standards and monitored progress towards achieving them
- Ensured compliance with applicable laws, regulations, policies, and procedures related to business operations
- Coordinated with senior leadership teams to develop long-term growth plans for the organization
- Cultivated strong relationships with customers through periodic meetings and follow-ups
- Used expertise to cultivate relationships with new clients and win business
- Analyzed industry trends to identify opportunities for expanding market share
Managing Director and Head, Loan Syndicate Research Group
Bank of America
Charlotte, North Carolina
- Served as Chief Editor and led a team of 12 that provided in-house and external published research on trends and issues in the Loan Syndications market
- Research delivered on a weekly basis to 3,000+ parties
- Responsible for media contact with a variety of publications regarding Bank of America's Loan Syndications efforts as well as provided market commentary regarding industry trends
- Represented Bank of America for a variety of public speaking engagements at industry conferences
- Worked with in-house marketing and media relations teammates to craft business message we wanted to convey to the market about our business strategy and mission
- Member of a senior group of women coordinating a mentorship program for new women joining Bank of America
- Actively participated in recruiting for analysts and associates at numerous college campuses
Managing Director, Healthcare Leveraged Finance Group
Bank of America
Charlotte, North Carolina
- Led a team of 5 that provided credit analysis and approval of LBOs (Leveraged Buyouts) financing, acquisition financing, spin-off financing and ongoing credit needs for healthcare companies in the United States and Germany
- Targeted borrowers including financial sponsors as well as public and private companies in a variety of healthcare sub-sectors (Long Term Care, Hospitals, Dialysis Services, Medical Supplies)
- During this position, I relied heavily on my credit analysis, accounting and due diligence skills as well as my sales, negotiation and management skills
- Arranged accomodations for large investor meetings (200+ people) to market credit facilities to investors
- Provided guidance to team members on project management principles and best practices
- Analyzed industry trends to identify opportunities for expanding market share
Vice President-Large Corporate Banking
Bank of America
Chicago, Illinois
- Client relationship manager for well known large corporate clients in the Chicago and St. Louis markets
- Duties included providing acquisition and divestiture financing in addition to marketing a suite of other Bank of America solutions
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Prioritized and organized tasks to efficiently accomplish service goals
- Planned and completed group projects, working smoothly with others
Education
Bachelors degree in Economics with Honors -
University of Florida
Masters of Business Administration-Finance -
University of Florida
Skills
- Solid experience in working with high net worth individuals for estate planning and tax efficient charitable giving
- Finesse in nurturing and expanding relationships
- Leadership in fundraising campaigns
- Very organized and strong follow-up skills
- Excellent written and verbal communication skills including public speaking
- Self-motivated and works well independently but also thrives in a team environment
- Efficient time management skills
- Values importance of confidentiality
- Flexible to changing priorities
- Keeps meticulous records
Timeline
Financial Advisor
New York Life Insurance Company
10.2022 - Current
Co-Founder, Entrepreneur
Restoration and Refinishing LLC
Managing Director, Leveraged and High Yield Loans, Loan Sales and Trading Desk
Bank of America
Managing Director and Head, Loan Syndicate Research Group
Bank of America
Managing Director, Healthcare Leveraged Finance Group
Bank of America
Vice President-Large Corporate Banking
Bank of America
Bachelors degree in Economics with Honors -
University of Florida
Masters of Business Administration-Finance -
University of Florida
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