Kim Shaw

Kim Shaw Email and Phone Number

Salesforce Administrator @ Nasdaq
new york, new york, united states
Kim Shaw's Location
Atlanta, Georgia, United States, United States
Kim Shaw's Contact Details

Kim Shaw personal email

n/a
About Kim Shaw

My primary professional objective throughout my career has always been client advocacy; exceed expectations and never stop in that pursuit. I believe in knowing my business from the ground up to provide depth of industry knowledge coupled with strong relationship management.

Kim Shaw's Current Company Details
Nasdaq

Nasdaq

View
Salesforce Administrator
new york, new york, united states
Website:
nasdaq.com
Employees:
4468
Kim Shaw Work Experience Details
  • Nasdaq
    Salesforce Administrator
    Nasdaq Jun 2019 - Present
    Greater Atlanta Area
    As a Salesforce Administrator, my role is to collaborate with functional leaders, organizational units, and internal stakeholders to identify, analyze, consult, develop and deploy new business processes. Part technical engineer, part Administrator and part Salesforce analyst. Delivering on day-to-day configuration, support, maintenance and improvement for my clients with the end goal to support both their personal success and align with the strategic goals of the company .
  • Evestment
    Solution Specialist
    Evestment Mar 2019 - Present
    Greater Atlanta Area
    As a Solution Specialist for eVestment, empowering Asset Managers, Owners and Consultants with the ability to consume and integrate data and provide intelligence across their organization is a fundamental part of the role.
  • Evestment
    Client Success Manager
    Evestment Aug 2017 - Mar 2019
    Atlanta, Ga
    I am part of eVestment’s Client Success team responsible for ensuring our clients realize the full value of their partnership with eVestment.Understanding and defining client success when it comes to being an eVestment client is my primary objective in order to meet and exceed client expectations.
  • Evestment
    Analyst - Business Development
    Evestment Sep 2013 - Aug 2017
    Greater Atlanta Area
    Expanded the current client subscription base by consultative engagement to determine client business needs and potential growth in order to make relevant recommendations. Consistently exceeded quota 5% - 10% every year.
  • Evestment
    Sr. Account Manager
    Evestment Jan 2007 - Sep 2013
    Reno, Nevada Area
    PerTrac provides sophisticated analytics, reporting and asset allocation software and services for investment professionals which includes pensions, family offices, hedge funds, endowments, sovereign wealth funds, funds of funds, consultants and industry service providers. More than 1,200 organizations in 50 countries rely on PerTrac software solutions to help them maximize returns, manage risk and operate more efficiently. My primary function as an Account Manager is to foster and maintain relationships and to develop a strong rapport with our clients both internally and externally. I am responsible for client retention, exceeding client expectations and increasing the overall book of business for the company by identifying upsell opportunities within the existing client base.
  • Schultz Financial Group
    Paraplanner
    Schultz Financial Group Jul 2001 - Jan 2007
    Reno, Nevada Area
    I worked with the high net worth family office clients to provide comprehensive financial planning back office support. Assisted Financial Planner with gathering and updating financial plans. Was a direct liasion with service providers and custodians to download and reconcile flows with investment accounts.
  • Redwood Commercial Funding
    Director Of Operations
    Redwood Commercial Funding Oct 1998 - Nov 2000
    Reno, Nevada Area
    Director of Operations for a California based mortgage REIT. Managed a staff of 6 commercial loan processors, underwriters and administrative staff as well as the day to day operations of the business. Reviewed loan documentation and processed and funded commercial loans nationwide.

Kim Shaw Skills

Hedge Funds Financial Markets Asset Allocation Asset Managment Portfolio Management Fixed Income Trading Systems Derivatives Capital Markets Fund Of Funds Relationship Management Investment Management Finance Asset Management Alternative Investments Risk Management Investments Management Financial Services Sales Analytics Mutual Funds Account Management Financial Modeling Electronic Trading Business Development Customer Service Investor Relations Bloomberg Crm Morningstar B2b Software Equities Inside Sales Salesforce.com Analysis Software Sales Investment Strategies Customer Relationship Management

Frequently Asked Questions about Kim Shaw

What company does Kim Shaw work for?

Kim Shaw works for Nasdaq

What is Kim Shaw's role at the current company?

Kim Shaw's current role is Salesforce Administrator.

What is Kim Shaw's email address?

Kim Shaw's email address is ki****@****rac.com

What skills is Kim Shaw known for?

Kim Shaw has skills like Hedge Funds, Financial Markets, Asset Allocation, Asset Managment, Portfolio Management, Fixed Income, Trading Systems, Derivatives, Capital Markets, Fund Of Funds, Relationship Management, Investment Management.

Who are Kim Shaw's colleagues?

Kim Shaw's colleagues are Catherine Junio, Mathews Augusthy, Eugene Jennings, Arthur Bunyatov, Yongting(Scott) Song, Evgeni Gusev, Augustė Škudžinskaitė.

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