Katrina Nidiffer
Helping Wealth Management firms grow assets and relationships through an integrated solution for portfolio analytics, fund/manager research, proposals, and client reporting
- Role
- Senior Account Manager at Zephyr
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Katrina Nidiffer
I have a long history of establishing, expanding, and managing long term partnerships…
Experience
Senior Account Manager
May 2020 — Present
Manage key client relationships with Wealth Management firms and other financial institutions. Provide consultative data driven solutions that allow them to exceed their clients\' goals while meeting their internal objectives.
Education
University of Tennessee, Knoxville
B.S. Business Administration
Skills
- Marketing
- Marketing Strategy
- Account Management
- Business Development
- B2b
- Sales
- Banking
- Management
- Team Building
- Crm
- Leadership
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