Katie Terry
Senior Director, Client Experience
- Role
- Senior Director, Client Experience at Ss&c Black Diamond Wealth Solutions
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Senior Director, Client Experience
Ss&c Black Diamond Wealth Solutions
Apr 2023 — Present · Jacksonville, FL, US
Education
University of Florida - Warrington College of Business
MBA
2010 — 2011
University of North Florida
Bachelor
2004 — 2008
Skills
- Business Analysis
- Finance
- Customer Service
- Project Management
- Analysis
- Marketing Strategy
- Account Management
- Salesforce.com
- Process Improvement
- Insurance
- Leadership
- Crm
- Management
- Data Analysis
- Process Scheduler
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