Jennifer ROTH-Platt
New York
Summary
Results-driven Senior Vice President with a proven track record of cultivating strong client relationships and delivering strategic solutions. Expertise in problem-solving, critical thinking, and effective communication to drive client loyalty and engagement.
Overview
21
21
years of professional experience
Work History
Senior Vice President
Neuberger Berman
New York
06.2005 - Current
- Cultivated strong client relationships through consistent communication and proactive follow-ups.
- Collaborated with cross-functional teams to address client needs effectively.
- Managed account portfolios to ensure alignment with client expectations.
- Resolved complex client inquiries by coordinating with relevant departments.
- Formulated strategic plans to elevate customer engagement and loyalty initiatives.
- Developed strategies to attract new customers while retaining existing ones.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Addressed client issues and complaints promptly, reinforcing trust and loyalty.
Education
Bachelor of Arts - Finance
Binghamton University
Binghamton, NY06-2023
Skills
- Problem solving
- Critical thinking
- Effective communication
- Relationship building
- Time management
- Attention to detail
- Strategic planning
- Trust building
Affiliations
- Lives on the Uppereast for over 20 years married with two teenage boys and a cavapoo named Molly
- Volunteers with Color of Smile to bring cheer to hospitals and nursing homes
- Enjoys spending time with friends and playing mahjong
- Member of Temple Shaaray Tefila
Timeline
Senior Vice President
Neuberger Berman
06.2005 - Current
Bachelor of Arts - Finance
Binghamton University