Contact Information
Name: Mimi Do
Company: Altruist
LinkedIn Profile: [Mimi Do - LinkedIn](https://www.linkedin.com/in/mimi-do)
Professional Overview
Mimi Do is an exceptional marketer known for her ability to deliver impactful projects. Her innovative contributions began to gain recognition during her tenure at Pave, where she introduced forward-thinking ideas related to HR technology. Currently, she is leveraging her marketing expertise at Altruist, a company focused on providing modern custodial services built exclusively for Registered Investment Advisors (RIAs).
Roles and Achievements
- Position: Event Coordinator at Altruist
- Notable Contributions:
- Mimi is praised for her dependability and impactful project delivery.
- She has been instrumental in sharing fresh ideas, particularly in HR tech from her experience at Pave.
Company Overview
Altruist is a modern custodian for Registered Investment Advisors, designed to streamline and enhance financial advisory practices through advanced technology and tools. With comprehensive solutions ranging from digital account management to intraday rebalancing, Altruist helps advisors improve client outcomes and scale their businesses efficiently.
- Recent Funding: Altruist recently raised $169M in a Series E funding round, led by ICONIQ Growth, underscoring the company's rapid expansion and growing market influence.
- Core Services:
- Self-clearing brokerage services
- Real-time data and portfolio management
- Commission-free trading
- Enhanced account protection
Company Achievements:
- Funding Milestones:
- $169M Series E funding round (May 2024)
- $112M Series D fund (April 2023)
- $50M in earlier rounds (May 2021)
Professional Insights
- Altruist Values: The company emphasizes collaboration, precision, sociability, and clarity in expectations, aligning well with Mimi Do’s strengths and collaborative nature.
- Customer Engagement: Mimi’s role as an Event Coordinator likely involves frequent interactions with both internal teams and external stakeholders, showcasing her organizational prowess and ability to contribute to Altruist's mission of advisor empowerment.
Key Strengths:
- Dependable project delivery
- Innovative contributions in HR tech and marketing strategies
- Collaborative approach fitting Altruist’s company culture
Additional Information
Contact Email: Detailed contact information like email can typically be accessed via the company's contact page for specific inquiries.
Conclusion
Mimi Do's professional journey exhibits a strong track record of impactful marketing and project execution, which aligns seamlessly with Altruist’s innovative and growth-oriented culture. Her significant contributions to enhancing HR tech at Pave, coupled with her current role in event coordination at Altruist, position her as an influential figure capable of driving meaningful engagement and organizational growth.
