Resumes
Resumes
Institutional Client Service Director
View pageLocation:
1941 Revolutionary Ct, Phoenixville, PA 19460
Industry:
Financial Services
Work:
Sei Mar 2003 - Jan 2009
Manager, Defined Benefit Product and Sales Support
Sei Mar 2003 - Jan 2009
Institutional Client Service Director
Vanguard Jan 2001 - Mar 2003
Implementation Manager, Defined Benefit Conversion Services
Vanguard Apr 1999 - Jan 2001
Supervisor, Defined Benefit Administrative Services
Vanguard Feb 1998 - Apr 1999
Actuarial Administrator, Defined Benefit Administrative Services
Manager, Defined Benefit Product and Sales Support
Sei Mar 2003 - Jan 2009
Institutional Client Service Director
Vanguard Jan 2001 - Mar 2003
Implementation Manager, Defined Benefit Conversion Services
Vanguard Apr 1999 - Jan 2001
Supervisor, Defined Benefit Administrative Services
Vanguard Feb 1998 - Apr 1999
Actuarial Administrator, Defined Benefit Administrative Services
Education:
King's College 1993 - 1997
Bachelors, Mathematics
Bachelors, Mathematics
Skills:
Relationship Management
Financial Services
Investment Management
Client Services
Defined Benefit
Management
Pensions
Benefits Administration
Vendor Relationship Management
Product Development
Mutual Funds
Investment Policy Statements
Financial Services
Investment Management
Client Services
Defined Benefit
Management
Pensions
Benefits Administration
Vendor Relationship Management
Product Development
Mutual Funds
Investment Policy Statements
Certifications:
Finra Series 7
Finra Series 63
Finra Series 63