Occupation:Financial Specialist |
Location:Bowman, ND |
Education Level:High School/GED |
Will Relocate:YES |
Description
High energy sales professional with exceptional interpersonal, communication and leadership skills. Resourceful, creative, loyal
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | (Confidential) | 5/1998 - Present |
| ABN AMRO Asset Management | (Confidential) | 5/1991 - 5/1998 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| DePaul University | Finance | 1986 | High School/GED Degree |
Accomplishments
Highlights:
Companies I like:
UBS Global Asset Managemen, , USAA, , Morgan Stanley, , Citigroup, , Capital Group Companies, , Investment Management Oriented Compnanies
Responsibilities
Manage the relationship for various corporate, public, endowments/foundations, union and high net worth clients acting as a key liaison between the client and internal business groups. Responsible for understanding and responding to clients and consultants, providing reporting, conducting investment reviews and communicating the firm’s position and investment solutions. Work to identify business development opportunities and expand existing relationships through cross-selling and attending client and industry conferences. Facilitate working relationships with areas within the organization including portfolio management, consultant relations, marketing, legal/compliance and operations to achieve goals.
