Daniel Brummer
Investor Services Client Executive
- Role
- Investor Services Client Executive at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Daniel Brummer
Experienced client focused, results-oriented and highly skilled relationship manager with a successful track record of revenue growth and client satisfaction. Over 20 years of experience with all levels of management at top asset management, insurance, corporate and public pension funds.Skills & Abilities:• Relationship cultivation• Business development• Client satisfaction• Complex issue resolution• Global Custody• Securities Lending• Fund Accounting & Administration• Exchange Traded Funds (ETFs)• Process improvement• Stakeholder management
Experience
Investor Services Client Executive
Sep 2010 — Present
Education
Towson University
B.S., Finance
1995 — 1999
Skills
- Process Improvement
- Management
- Securities Lending
- Collateral Management
- Securities
- Fund Administration
- Portfolio Management
- Leadership
- Asset Management
- Transfer Agency
- Fixed Income
- Series 63
- Investments
- Relationship Management
- Mutual Funds
- Middle Office
- Series 7
- Financial Services
- Crm
- Business Development
- Finance
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