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
Senior Director, Head of Client Onboarding Operations
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
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