Anne Steer
Head of Distribution at Congress Asset Management
- Role
- Head of Distribution at Congress Asset Management
- Location
- Weston, MA, US
- LinkedIn followers
- 500 followers
About Anne Steer
Head of sales and relationship management with experience in large and small financial services firms. Strong record in growing revenue and profitability and increasing client satisfaction. Expertise in building high performing teams that align products and services with client goals. Earned reputation as a strong leader and manager.
Experience
Head of Distribution
Nov 2015 — Present · Boston, MA
Head of sales, client service and marketing with responsibility for developing and executing the firm\'s distribution strategy for institutional and intermediary clients.
Education
The University of Chicago Booth School of Business
MBA Finance and Marketing
Mount Holyoke College
BA History
Skills
- Business Strategy
- Asset Managment
- Capital Markets
- Strategic Planning
- Portfolio Management
- Marketing
- Sales Management
- Securities
- Crm
- Customer Satisfaction
- Outsourcing
- Process Improvement
- Relationship Management
- Investment Management
- Executive Management
- Sales Process
- Strategy
- Business Development
- Alternative Investments
- Product Management
- Saas
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