Gretchen Boyd
Key Account Operations Manager at Wealthvest
- Role
- Key Account Operations Manager at Wealthvest
- Location
- Bozeman, MT, US
- LinkedIn followers
- 500 followers
About Gretchen Boyd
With over seven years in the financial industry, I bring a strong blend of expertise and dedication to my role as a Key Account Operations Manager at Wealthvest. Licensed with Series 7 and life and health, I specialize in onboarding broker-dealers with multiple carriers, ensuring smooth integration and optimal support. My role is centered on bridging connections between sales, key accounts, and operations, where I streamline processes to enhance team performance and client satisfaction. Passionate about strategic operations, I aim to improve efficiencies that elevate our service standards across the board.Securities offered through World Equity Group, Inc. WealthVest is neither owned nor controlled by World Equity Group, Inc.
Experience
Key Account Operations Manager
Feb 2023 — Present · Bozeman, MT, US
Responsible for supporting the Key Accounts team in executing all phases of new firm onboarding, maintaining accurate information on how to conduct business within firms, and ensuring all departments comply with executed agreements.
Education
Montana State University-Bozeman
Bachelor's Degree
2012 — 2016
Skills
- Leadership
- Organizational Design
- Microsoft Office
- Sales
- Windows
- Research
- Communication
- Outlook
- Management
- Microsoft Excel
- Powerpoint
- Customer Service
- Critical Thinking
- Mathematics
- Teamwork
- Microsoft Word
- Social Media
- English
- Time Management
- Marketing Strategy
- Social Networking
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.