Practice Manager
CurrentServing as practice manager for two leading financial investment professionals, including firm Vice President. Responsible for proactive management of client-facing activities including new account initiation and onboarding. Oversee and manage client service activities to include fund disbursements, rollovers, asset transfers and money movement between accounts. Responsible for ongoing client communication for both new and existing accounts.Proactive management of advisor calendars and coordination of client engagements (prospect scheduling and account reviews). Responsible for conducting CRM training for new administrators and advisors of the firm. Responsible for CRM segmentation analysis and report generation.