Product Portfolio Manager - Group Markets
Blue Cross Blue Shield MN
Eagan, MN
01.2019 - 07.2023
- Made proactive adjustments to portfolios due to market trends.
- Recommended methods to increase yields and reduce risk exposure.
- Built and presented investment proposals for clients.
- Met with clients on regular basis to discuss market trends, portfolio adjustments and performance details.
- Analyzed competitors and market trends to facilitate business growth.