Katherine Gross
Director of National Accounts | Richard Bernstein Advisors
- Role
- Director of National Accounts at Richard Bernstein Advisors
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Director of National Accounts
Jan 2025 — Present
Develop and maintain relationships with 30+ wirehouse B/D, IBD, TAMP, Custodian and RIA partner firms to facilitate new and additional ETF portfolio availability on various platforms- Serve as the primary contact between all partner firms and RBA; handle any day-to-day relationshipmaintenance, urgent requests and continuous prospecting- Manage all ongoing relationships with partner firm research analysts, product, platform and sales teams
Education
Hamilton College
Bachelor of Arts (BA), Economics
2012 — 2016
Skills
- Social Media
- Microsoft Office
- Microsoft Word
- Factset
- Stata
- Blogging
- Research
- Bloomberg
- Social Networking
- Teaching
- Powerpoint
- Microsoft Excel
- Client Relations
- Editing
- Microsoft Powerpoint
- Writing
- Public Speaking
- Salesforce.com
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