
Dynamic Vice President of Client Service at FEG Investment Advisors, skilled in team leadership and data-driven decision-making. Successfully enhanced portfolio performance through strategic investment initiatives and advanced analytics, while fostering strong client relationships and mentoring junior analysts. Proven track record in process improvement and compliance adherence, driving organizational success.
Processed transactions for multiple 401k plans, interacted with clients and made sure everything happened according to plan policy.
Team leadership
Relationship building
Decision-making
Critical thinking
Client relationship building
Customer service
Documentation and reporting
Process improvement
Training and mentoring
Recruiting and hiring
Rules and regulations
Customer education
Data-driven decision making
Data analytics