SUZANNE HONE

Philadelphia PA and Wilmington DE area

610.220.3268 • smhbcd@gmail.com

PROFILE

Highly accomplished client relationship manager with outstanding track record of success in financial services
organizations. Proven ability to establish and enhance client relationships for revenue optimization and client
retention. Expertise in fostering communication and cooperation across functional and geographical
boundaries. Well-versed in training and developing employee teams. Core areas of knowledge and expertise
include:

• Defined Contribution and Benefit Pensions • Client Identification and Retention

• Endowments and Foundations • Product Positioning and Reporting
• Investment Consultants • Investment Management Operations
• Revenue Expansion • Market Opportunities

EXPERIENCE

INDEPENDENT CLIENT RELATIONSHIP MANAGER 2007 – Present

Professional development and networking with peers in financial services and career organizations. Stay
connected and current in investment management industry through extensive interaction with industry
colleagues and research via industry publications. Active community involvement through part time work with
the elderly.

MORGAN STANLEY INVESTMENT MANAGEMENT, PA and NY 1988 – 2007

Leading global investment management services firm with $480 billion in assets and more than 50 globally
diversified products.

Vice President, Institutional Relationship Manager (2003 – 2007)

Provided multi-channel coverage to institutional clients with assets of $2.3 billion and annual revenue
contribution of $26 million. Directed relationships, including corporate defined contribution and benefit
pensions, endowments and foundations. Communicated firm overview and related investment products
and performance. Led searches, established/enhanced relations with target clients and investment
consultants. Anticipated/prevented loss for optimum client retention. Represented firm at industry
conferences and in thought leadership calls to increase client base. Cross-sold firm products and
services.

• Significantly improved revenue generation and achieved gross sales of $230 million.
• Consistently advocated global products, including domestic/international equity and fixed income,
hedge/private equity fund of funds, absolute return strategies, and direct private equity.
• Defended assets at risk through portfolio reviews and investment team meetings.
• Established thought leadership series in multiple cities for new business development.
• Identified and obtained investors as speakers for industry conferences that increased awareness of
firm with prospective clients and positioned firm as thought leader.

Vice President, Fund Relationship Manager (2000 – 2003)

Managed relationships and served as product specialist for US mutual fund clients investing in
international and emerging market equity products. Managed sub-advised mutual fund relationship of 20
funds with $3.5 billion in assets. Coordinated functions with portfolio management teams in New York and
London. Communicated investment performance and spearheaded portfolio review meetings. Facilitated
relationships and interaction across divisions.
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MORGAN STANLEY INVESTMENT MANAGEMENT (continued)

• Enhanced relations between institutional and retail investment management divisions during
channel combination by initiating communications and cooperation across channels.
• Reduced timeline for quarterly mutual fund, board meeting, and marketing publications by 50%
with new production process.
• Streamlined global portfolio commentary and data collection for improved efficiency.

Senior Associate, Fund Relationship Manager (1997 – 2000)

Managed institutional/wealth management liaison group. Prepared monthly and quarterly client and
consultant performance reports and analysis. Documented meetings in client management system.

• Defined and structured Fund Relationship Manager role in New York City location to provide more
client centric and proactive approach to strengthen existing middle market relationships.
• Transitioned 80 client relationships from senior portfolio specialists to fund relationship model.

Associate, Institutional Client Information Service (1994 – 1997)

Provided service for cash and intermediate fixed income clients. Traded fixed income securities and
managed client cash positions. Prepared and delivered comprehensive portfolio accounting and
performance reporting packages.

• Reduced staff report workload by 50% with new portfolio accounting system.
• Transitioned all clients and portfolio managers to new reporting software package.

Analyst, Investment Group (1988 – 1994)

Managed cash positions and short-term fixed income trading for client portfolios and mutual funds.
Reconciliation of in-house portfolio accounting system to client custodial bank.

• Respond to client investment and trading inquiries.

• Negotiate repurchase agreement collateral on behalf of client and Firm.

Early career as Client Service Representative with Garrison, Keogh & Company.

EDUCATION

B.A., Economics, Fairfield University, Fairfield, CT 1986

Semester Abroad – University of Madrid - 1985

LICENSING

FINRA 3, 7, and 63 (Inactive)

PROFESSIONAL ASSOCIATIONS

Women in Investing Network of Philadelphia

The Business Executive Networking Group
Main Line Society of Professional Women