I am a professional Client Relationship Manager with expertise in retaining and expanding Corporate and Institutional Trust and Custody relationships. I have experience with a wide variety of client types, including; CDO / CLO, ERISA - qualified Defined Benefit Pension and Defined Contribution, VEBA, Public Funds, Foundations, Endowments, Operating Funds, Nuclear Decommissioning Trusts, Stock Options, Stock Purchase, Trust Companies, RIA's, and Non-qualified Executive Deferred Compensation Plans. I am proficient at managing and cultivating relationships at a senior level (CIO, CFO, Treasurer, Senior Benefits Manager), maintaining client profitability, coordinating internal administration, and serving as the senior representative of the Firm. I have found that clients with a high level of satisfaction with their services and contacts are more likely to expand their relationships. I am proficient at developing and executing a client calling program, analyzing relationships to identify appropriate cross-sell opportunities, presenting solutions to individuals and boards, pricing the proposed services, and coordinating the implementation of new services with internal and external parties.
Listed skills include Outsourcing, Accounting, Investments, Financial Services, and 22 others.