Kara Baird
FinTech Relationship Manager | Transfer Agent Solutions | Client Success
- Role
- Client Manager at Envision Financial Systems, Inc
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Client Manager
Envision Financial Systems, Inc
May 2022 — Present
Education
Midland University
BSBA
1993 — 1997
Skills
- Finance
- Customer Relations
- Securities
- Series 6
- Call Center
- Investments
- Asset Management
- Financial Analysis
- Customer Service
- Management
- Financial Services
- Operations Management
- Equities
- Hedge Funds
- Investment Advisory
- Alternative Investments
- Call Centers
- Wealth Management
- Asset Allocation
- Banking
- Mutual Funds
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