Brian Agnew
Client Relationship, Client Services, Operations Support/Analysis at Financial Services
- Role
- Sr Client Services Associate at 美国道富银行
- Location
- Olathe, KS, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Brian Agnew
Experienced client relationship executive in the financial services industry. Background…
Experience
Sr Client Services Associate
Oct 2022 — Present
Education
Mount St. Mary's University
Bachelor of Science (BS)
Wilmington University
MBA
Skills
- Marketing
- Analytical Skills
- Transfer Agency
- Account Management
- Leadership
- Business Process Improvement
- Contract Negotiation
- Customer Relationship Management (Crm)
- P & L Oversight
- Business Analysis
- Operations Management
- Relationship Management
- Business Relationship Management
- Mutual Funds
- Alternative Investments
- Strategic Planning
- Team Building
- Management
- Process Improvement
- Financial Services
- Crm
- Fund Accounting
- Sales Process
- Project Management
- Salesforce.com
- Business Development
- Microsoft Office
- Sales
- Customer Service
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