Joel Lieb
SVP, Relationship Management at Ultimus Fund Solutions
- Role
- Executive Vice President at B & G Business Solutions, Inc
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Joel Lieb
Visionary investment professional with fiduciary investment management oversight experience. Serve as subject matter expert and create customized investment strategies. Build and maintain trusted relationships with large, institutional investment management firms. Facilitate business growth. Spot trends and develop solutions to meet trends. Identify and resolve issues. Background in financial investment operations. Known for relationship management, adaptability, strategic vision, and innovative ideas.Discretionary Investment Management | Solution Sales Support | Client ServiceProduct Design & Implementation | Strategic Planning | Profit & Loss Management | Investment O••••••••@bgbizsolutionsinc.com(61••••••81
Experience
Executive Vice President
Jan 2019 — Present · Philadelphia, PA, US
B&G Business Solutions Incorporated is a minority owned professional consulting firm with experience working for healthcare management and investment management firms. As a seasoned professional with over 30 years of experience in the financial services and investment industry, with recurring success in the defined contribution, institutional investment, mutual fund and collective investment trust segments, I am responsible for building, managing, and growing the investment services portion of the practice. I have held positions of increasing responsibility in Relationship Management, Client Solutions & Advice, Sales Support, and Operations. Also, as an officer, responsible for overseeing all financial aspects of business including risk management, vendor management, and payroll.
Education
Saint Vincent College
Bachelor of Science - BS
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