Jacob Greene Email & Phone Number

New York, NY, US

Head Strategist for the Neuberger Berman custom SMA platform, offering enhanced client customization and tax management on public equity portfolios. Responsible for driving distribution efforts, serving as the solutions expert for advisors and clients, as well as creating content to improve platform awareness.

Seattle, Washington, US

• Global Relationship Manager (May 2017 - Present)Tasked with creating and implementing strategic initiatives for key client relationships, focused on private banks and national RIAs. Meeting with manager research teams.
• Supervisor of 5-person account opening team that services 3,500+ accounts and more than $15 billion assets.
• Acts as representative for client relations team in meetings with all departments of the company.
• Responsible for interviewing and selecting candidates to fill openings on client relations team.
• Manages the high-touch client relationships through the account opening and transition processes.Client Relations Associate (June 2011 - November 2012)
• Facilitated setup of separately managed accounts for high net worth clients ($50 billion Assets Under Management) and coordinating daily transactions with Broker Dealers and Registered Investment Advisors.

• Created and executed marketing plan for two projects that charted on Billboard Heatseekers chart, reached #1 on iTunes US Hip Hop chart.
• Conceptualized and implemented Kickstarter funding campaign that raised over $7k dollars (121% of goal).
• Oversaw 96% growth in merchandise sales and 317% growth in digital music sales in a one year period.
• Facilitated booking inquiries for artist, including all contractual agreements and payment negotiations to maximize profits.
• Established and coordinated media relationships resulting in press features for television, newspaper, and digital outlets.
• Tour manager in charge of coordinating production and operations for concerts with attendance larger than 5k people.

Coordinating and conducting interviews with artists around the nation for award-winning blog. Contributor to blog content and content brainstorming.

Seattle, WA, US

• Streamlined reporting of proposal generation that led to triple-digit growth of client report utilization to improve sales leads.
• Prepared client proposals using Russell proprietary software and Morningstar to provide customized reports for advisor use in pitching Russell products.
• Processed and maintained advisor data in Salesforce Customer Relationship Management database to ensure a smooth transition in relation to sales leads during regional sales reorganization.

Helping event management for both professional sporting events and off-season events. Oversaw pre-game festivities for the 2009 MLS Cup, also helped preparations for the 2009 Jim Mora Classic. Worked at the Seahawks training camp, helping with fan relationship and sales for the Seahawks Kids Club.

Indianapolis, IN, US

Helped prepare for the USA Football Coaching Clinics in Seattle and managed the event activities.