G.M. (South Weymouth, MA)
Financial services professional with 25+ years of experience building long-term relationships with sophisticated investors
Skilled in both Asset Serving and Asset Management with in-depth knowledge of financial services, drives credibility with institutional clients
As a Client Manager, currently responsible for 10 clients with over $80 B [...]
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- Financial services professional with 25+ years of experience building long-term relationships with sophisticated investors
- Skilled in both Asset Serving and Asset Management with in-depth knowledge of financial services, drives credibility with institutional clients
- As a Client Manager, currently responsible for 10 clients with over $80 Billion in assets under administration (AUM), representing over $18 Million in revenue for one of the industry’s largest providers
- Early career at State Street in client services supporting over 25 external investment managers, with over $15 Billion AUM in support of 2 of the industry’s largest Public Pension Plans and 2 of the company’s largest clients
- MBA from Babson College; BA in Economics from Tufts University
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