Allie Herrera
Vice President, Client Relationship Manager @Wilshire
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WORK HISTORY
Vice President, Client Relationship Manager @Wilshire
Santa Monica, CA, US
Client relationship manager handling various client types including sub-advised fund of fund, 401k advisory, and hedge fund relationships. Internal liaison and frontline to all client needs including monthly and quarterly reporting, compliance certifications and 15c’s, RFP’s, retirement plan fund lineup creation, quarterly and annual conference calls and/or in person meetings, and ad hoc client requests.
EDUCATION
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Economics, Finance
ABOUT ALLIE HERRERA
As a client relationship manager my number one focus is always the client. I believe that…
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