Erin Reidy
Account Manager
- Role
- Senior Vice President at BNY
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President
Oct 2016 — Present · San Francisco, CA, US
Consulted with and support the organization\'s largest, most complex clients to align clients\' strategic goals with products in the BNY Pershing suite. Focus on increasing awareness and adoption through the creation of an enhanced experience across all key constituents in the value chain. Engagement with leaders of institutional, broker dealer and RIA clients to identify opportunities and steer the craft and execution of client strategies.
Skills
- Equities
- Trading Systems
- Alternative Investments
- Customer Service
- Account Management
- Project Management
- Hedge Funds
- Mutual Funds
- Business Development
- Clearing Houses
- Financial Services
- Broker-Dealer Compliance
- Broker-Dealer
- Asset Management
- Restricted Stock
- Relationship Management
- Microsoft Office
- Institutional Investments
- Broker-Dealer Operations
- High Net Worth Individuals
- Series 7
- Client Services
- Wealth Management Services
- Customer Relationship Management (Crm)
- Electronic Trading
- Fixed Income
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