Leeann Clifton

Sacramento, CA

Financial Services

Equity Administration Solutions, Inc. (Easi)
Client Service Manager
Uc Davis Health Mar 2014 - Jan 2018
Human Resources Business Analyst Iii, Recruitment Lead
Sacpronet Jun 2012 - Feb 2014
Volunteer - Education Committee Trainer and Presenter
State Street Sep 2006 - Oct 2011
Vice President, Relationship Manager-Onsite at Calpers
Bank of New York Trust Company Dec 2005 - Sep 2006
Vice President, Relationship Manager at the Bank of New York Trust Company

Bridgewater State University 1988 - 1992
Bachelors, Bachelor of Arts, Communications Boston University
Master of Science, Masters

Securities
Equities
Crm
Fixed Income
Finance
Business Development
Asset Management
Investments
Banking
Leadership
Portfolio Management
Asset Allocation
Financial Analysis
Process Improvement
Presenter
Outstanding Interpersonal Communication Skills
Client Education
New Business Development
Corporate Actions
Financial Markets
Settlement
Client Services
Rfp
Strategic Planning
Business Analysis
Relationship Management
Service Level Agreements
Customer Satisfaction
Customer Retention
Financial Reporting
Client Liaison
Management
Wealth Management
Risk Management
Investment Strategies
Business Process Improvement
Asset Managment
Client Service Oriented
Contractual Agreements
Manager
Interact With All Levels of Management
Online Software Training and Process Improvement
Customer Oriented
Software Testing
Client Relations
Bloomberg
Hedge Funds
Alternative Investments
Series 7
Series 63
Derivatives
Bonds
Collateral Management

Education