Dan Andre
Newton Investment Management, North America LLC
- Role
- Relationship Management Associate at Bny Investments Newton
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Dan Andre
Client-focused relationship management professional with over 20 years of experience in…
Experience
Relationship Management Associate
May 2015 — Present · San Francisco, CA, US
Positively inclined client service professional for financial services, • Global Institutional, Sub-advised, Defined Contribution, Defined Benefit Clients, managing all aspects of subscription and redemption from contracting to cash movement. Regulatory requirements addressed continually. Risk Management analyzed and ongoing, Compliance\'s first line of defense.• FINRA exam Series 7, 63 and CFTC Series 3 passed and current.• Directs client service strategies, focus on delivery of exceptional client support and enhancing multi-asset client interactions• Evolved role to include prospective client search via subscription tools• Leverages data to identify and engage potential institutional, retail and sub-advised clients, drive new business opportunities and expand the client base• Manages complex client relationships and provide strategic insights to meet their investment goals• Leads initiatives to improve client experience and streamline service processes, contributing to the firm’s growth and client retention
Education
University of Colorado Boulder
Bachelor's Degree, Journalism and Mass Communication
1990 — 1994
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