Deandre Petty
Investment Services Manager
- Role
- Investment Manager at SS&C Technologies
- Location
- Wichita, KS, US
- LinkedIn followers
- 500 followers
Experience
Investment Manager
Feb 2022 — Present · Kansas City, MO, US
Developed relationships within a portfolio of clients & coordinated new client business meetings.*Prepared and presented Quarterly Business Reviews*Recognized & utilized client specific KPI’s and scorecard results to leverage strengths and target areas of opportunities.*Oversight on ensuring schedules, trades/transactions/exchanges, billing, & accounts receivables are accurate and within expected timeframes.*Conduct in-depth audits and analysis of operational and financial controls relating to account management.
Skills
- Event Management
- Recruiting
- Staff Development
- Hiring
- Computer Hardware
- Networking
- Time Management
- Negotiation
- Account Management
- Sales Management
- Social Media
- Microsoft Excel
- Powerpoint
- Purchasing
- Process Improvement
- Outlook
- Software Installation
- Training
- Management
- Team Building
- Windows
- Marketing
- Employee Relations
- Event Planning
- Operations Management
- Microsoft Word
- Team Leadership
- Customer Service
- Advertising
- Social Networking
- Social Media Marketing
- Microsoft Office
- Organizational Development
- Leadership Development
- Budgets
- Public Relations
- Troubleshooting
- Public Speaking
- Marketing Strategy
- P&L
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