Alyse Athans
Director of Client Experience at Capital Investment Advisors | MBA/MSW from University of Chicago
- Role
- Director of Client Experience at Capital Investment Advisors
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Alyse Athans
Creative, collaborative leader with over a decade of experience in strategic, leadership, and client-facing roles at leading financial firms. MBA and MSW with Honors from the University of Chicago. Recipient of Breslauer Social Impact Scholarship, awarded to just two full-time MBA students for academic achievement and commitment to social impact. Areas of Expertise: • Strategy Development & Execution• Client Experience Design & Delivery• Cross-Functional Project Management • Offer Development & Integration • Executive Communications• Wealth & Asset Management• Growth & Innovation • Strategic Planning & Partnerships• Business Operations & Process Improvement• People Leadership & Talent Development • Research & Data Analysis • Agile Teams & Methodologies • Risk Management & Governance • Business Development • Nonprofits & Philanthropy
Experience
Director of Client Experience
Oct 2024 — Present · Denver, CO, US
Education
Wheaton North High School
High School Diploma
2000 — 2004
Universidad de Sevilla
Study Abroad, Spanish Literature and History
2006 — 2006
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.) with High Distinction, Finance
2004 — 2007
University of Chicago
Master of Social Work (MSW), Social Administration, Nonprofit Management
2014 — 2017
The University of Chicago Booth School of Business
Master of Business Administration (MBA) with Honors, Entrepreneurship
2015 — 2017
Skills
- Volunteer Management
- Policy Analysis
- Due Diligence
- Foundations
- Financial Modeling
- Corporate Finance
- Nonprofit Organizations
- Securities
- Social Entrepreneurship
- Microsoft Excel
- Equities
- Project Management
- Strategic Corporate Philanthropy
- Ruby on Rails
- Business Strategy
- Microsoft Office
- Portfolio Management
- Nonprofit Consulting
- Investments
- Job Coaching
- Capital Markets
- Program Evaluation
- Finance
- Fundraising
- Community Engagement
- Community Outreach
- Youth Mentoring
- Alternative Investments
- Non-Profit Administration
- Tutoring
- Nonprofits
- Social Services
- Report Writing
- Spanish
- Business Writing
- Bloomberg
- Insurance
- Case Management
- Asset Management
- Data Analysis
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