Brent Romey

Head of Onboarding Operations at Russell Investments

Role
Senior Director, Head of Client Onboarding Operations at Russell Investments
Location
Seattle, WA, US
LinkedIn followers
500 followers

About Brent Romey

Accomplished senior leader with expertise designing and implementing operational processes, developing strategic business plans and implementing organizational change.

Experience

  1. Senior Director, Head of Client Onboarding Operations

    Russell Investments

    Dec 2024 — Present · Seattle, WA, US

    Responsibility for streamlining post-win onboarding activities to accelerate and optimize new AUM flow to Russell Investments, supporting continued growth. This role will successfully ensure client wins are delivered using a standard, fit for purpose set of best practices across geographies and client deliverables.

Education

  • University of Washington

    BBA, Accounting, Management

    1999 — 2001

Skills

  • Mutual Funds
  • Investments
  • Change Management
  • Management
  • Strategic Planning
  • Leadership
  • Strategic Financial Planning
  • Forecasting
  • Business Analysis
  • Financial Analysis
  • Budgets
  • Finance
  • Financial Planning
  • Series 7
  • Product Management
  • Project Planning

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Brent Romey — Senior Director, Head of Client Onboarding Operations at Russell Investments in Seattle, WA, US | Unifers