Jennifer Walker
Client relationship management executive | Grow revenue | Retain clients | Evolve the client experience | Strategic leader | Data driven | Institutional, Intermediary and Wealth Management
- Role
- Sr Relationship Manager, State Relations at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jennifer Walker
Financial services executive with demonstrated excellence in institutional and intermediary client relationship management and sales, client service, leadership, and business optimization. Expertise in building relationships internally and externally to create mutual value between parties resulting in retained clients and growth of revenue. Skilled in designing efficient and effective sales processes and optimizing infrastructure to maximize the client experience within the context of cost. Exhibit highest level of integrity in leading diverse high impact teams that foster a collaborative culture.Open to discussing new opportunities, let’s connect. j••••••@comcast.net.
Experience
Sr Relationship Manager, State Relations
Jan 2023 — Present · US
Education
Benedictine University
Bachelor’s Degree, International Business and Economics
Skills
- Derivatives
- Fixed Income
- Securities
- Relationship Management
- Strategic Leadership
- Investment Strategies
- Alternative Investments
- Asset Management
- Series 63
- Equities
- Investment Management
- Bloomberg
- Series 7
- Investments
- Asset Allocation
- Mutual Funds
- Hedge Funds
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