Suzanne Lee

Suzanne Lee Email and Phone Number

Client Management | Business Development | Product Strategy | Client Loyalty | Defined Benefit | Defined Contribution | Advisory Services | Wealth Management
Suzanne Lee's Location
Boston, Massachusetts, United States, United States
Suzanne Lee's Contact Details
About Suzanne Lee

I am an expert in developing and building institutional client relationships with pension funds, endowments, foundations, and investment consultants for asset management, capital markets, and securities finance businesses. Known for turning around at-risk key accounts, I create innovative solutions to client issues, and cross-selling services that expand revenue and strengthen relationship.Focusing in 3 key areas, I consistently drive profitable revenue streams.Business Development: Exceeded revenue targets 40% year-over-year for three consecutive years at Edelman Financial Engines. Client Loyalty & Relationship Management: Retained key strategic accounts at Edelman Financial Engines representing approximately 20% of the direct client relationships and exceeded satisfaction goals. revenue through 2008 market turbulence, and exceeded client satisfaction goals. Product & Market Strategy: Identified new revenue opportunities and increased assets under management working closely with internal partners. Successfully marketed and received client approval for 2 key corporate strategic product offerings. I am currently exploring consulting, contract and full time opportunities with for-profit and non-profit organizations.

Suzanne Lee's Current Company Details

Client Management | Business Development | Product Strategy | Client Loyalty | Defined Benefit | Defined Contribution | Advisory Services | Wealth Management
Suzanne Lee Work Experience Details
  • Mcgarr Service Corp.
    Executive Vice President
    Mcgarr Service Corp. Apr 2024 - Jun 2024
    Newton, Ma, Us
    View
  • Icapital, Llc
    Director Of Client Service And Engagement
    Icapital, Llc Nov 2021 - Dec 2023
    Boston, Us
    View
  • Financial Engines
    Senior Relationship Manager
    Financial Engines Oct 2014 - Aug 2020
    Sunnyvale, Ca, Us
    Primary business owner managing 20+ fortune 500 corporate client relationships with $40B in plan assets. Responsible for creating client specific strategy and roadmap focusing on increasing breadth of services, improving corporate profitability, client satisfaction and retention.
    View
  • Hammond Residential
    Sales Associate
    Hammond Residential Jun 2013 - 2019
    Chestnut Hill, Ma, Us
    View
  • Premier Global Securities Lending
    Senior Managing Director
    Premier Global Securities Lending Jun 2010 - Mar 2011
    Recruited to join start-up firm as member of executive team, and contributed to the development of the business model that created a more efficient and transparent securities lending platform. Unable to raise sufficient capital for business growth, PGSL ceased operation in the spring of 2011.
  • State Street (21 Years)
    Senior Managing Director -Securities Finance
    State Street (21 Years) 2005 - 2010
    Head of North American sales, marketing, and relationship management for Security Finance division. Led team of 36 sales and relationship management professionals dedicated to building and developing securities finance relationships for over 375 institutional investors for the largest public funds, corporate pension plans, and mutual funds in the U.S.

Suzanne Lee Skills

Relationship Management Financial Services Fixed Income Mutual Funds Asset Management Marketing Strategy Account Management Investments Portfolio Management Cross Selling Securities Securities Lending Business Development Marketing Communications Capital Markets Crm Finance Equities

Suzanne Lee Education Details

  • Stonehill College
    Stonehill College
    Economics

Frequently Asked Questions about Suzanne Lee

What is Suzanne Lee's role at the current company?

Suzanne Lee's current role is Client Management | Business Development | Product Strategy | Client Loyalty | Defined Benefit | Defined Contribution | Advisory Services | Wealth Management.

What is Suzanne Lee's email address?

Suzanne Lee's email address is sl****@****ork.com

What schools did Suzanne Lee attend?

Suzanne Lee attended Stonehill College.

What are some of Suzanne Lee's interests?

Suzanne Lee has interest in Career, Kids, Cooking, Exercise, Electronics, Home Improvement, Reading, Music, Sports, Travel.

What skills is Suzanne Lee known for?

Suzanne Lee has skills like Relationship Management, Financial Services, Fixed Income, Mutual Funds, Asset Management, Marketing Strategy, Account Management, Investments, Portfolio Management, Cross Selling, Securities, Securities Lending.

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