Joe Breiner
U.S. Bancorp Global Fund Services
- Role
- Relationship Manager, U s Bancorp Global Fund Services at U.S. Bank
- Location
- Brookfield, WI, US
- LinkedIn followers
- 500 followers
About Joe Breiner
Experienced professional focused on client support and problem resolution. I have experience in managing all aspects of the client onboarding process and ensuring a seamless transition for all involved stakeholders. By consistently demonstrating expertise, integrity, and effective communication, I have successfully built trust with C-level executives and established myself as a valuable resource in decision-making processes. Skilled in Banking, Business Development, Financial Services and Asset Management. Proficient in Salesforce and DST Systems.
Experience
Relationship Manager, U s Bancorp Global Fund Services
Aug 1998 — Present · Milwaukee, WI, US
Responsible for daily management of 18 key mutual fund clients with over $100B in assetsIdentify and present additional cross selling opportunities for other U.S. Bancorp products and servicesPrimary liaison and product expert for a select group of mutual fund and ETF Advisors who utilize fund administration, fund accounting, custody, transfer agent and distribution servicesEscalation and issue resolution point of contactOversee the planning and execution of new investment projects to market, including liquidating mutual funds, transitioning sub-advisors and converting service providersDevelop strategies to efficiently deliver solutions to meet client demands, maintain open communication of client needs and promote participation, accountability and teamworkOptimize firm revenue and client retention by negotiating contracts based upon Advisor needs, organizational structure, shareholder profiles and asset growth
Education
Cardinal Stritch University
Bachelor of Business Administration - BBA
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