Francine Greenberg

Francine Greenberg

Managing Director, Head of Plan Sponsor Client Services @TD Securities

New York, NY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2012 — Present

Managing Director, Head of Plan Sponsor Client Services @TD Securities

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New York, NY, US

Managed training, development, and performance of client service staff for Public and Private Plans, Mutual Funds, and Insurance Companies.• Developed and delivered high impact sales pitches to prospects and delivered presentations to asset owner board of directors and trustees.• Coordinated “Asset Owner\" portfolio rebalance trading product with asset owners, money managers, sales trading and operations teams.

EDUCATION

1985 — 1989

Hofstra University

BA

SKILLS

Series 63Product ManagementMutual FundsFx OptionsFinancial MarketsTradingOptionsDerivativesMarket DataEquitiesHedge FundsAsset ManagementCapital MarketsSeries 7Trading SystemsElectronic TradingBloombergVendor ManagementFinancial ServicesBusiness AnalysisPortfolio ManagementInvestmentsSecurities RegulationSecuritiesFixed IncomeSalesLeadershipManagementEquity TradingRelationship Management

ABOUT FRANCINE GREENBERG

With a robust track record at TD Securities (formerly TD Cowen) my focus as Managing Director and Head of Plan Sponsor Client Services is on steering high-stakes client relationships and driving service excellence. My competencies lie in nurturing significant accounts, delivering compelling sales pitches, and overseeing the efficient operation of our client program. The organization benefits from my strategic planning and problem resolution skills, which I leverage to ensure impactful market presence and continuous growth. My role demands effective communication and collaboration, as I work alongside diverse teams to facilitate asset owner engagement and respond to new business opportunities with tailored solutions.

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Francine Greenberg — Managing Director, Head of Plan Sponsor Client Services at TD Securities in New York, NY, US | Unifers