Skills:
Superior Client Service, Transition Management, Defined Benefit, Defined Contribution, Account Management, Separately Managed Accounts, Mutual Funds, Relationship Management, Stakeholder Engagement, Customer Engagement, CRM, Performance Reviews, Fixed Income, Equities, Alternative Investments, Sovereign, Client Relations Skills, Bloomberg, Onyx CRM, Contract Negotiation, Anti Money Laundering, Onboarding, Collaborative Problem Solving, Project Management, Sales Process, Management, 401k, 404 Compliance, Custom Target Date Funds, Investment Guidelines, Collective Investment Trusts, Global Client Management, LLC, Saleslogix CRM, Form 5500, Investment Strategies, Managing Deadlines, Client Facing Skills, Managing Workflow, Passive Management Strategies, Active Management Strategies
Certifications:
Candidate for Claritas® Investment Certificate by CFA Institute