Ken Johnson
Head of U.S. Relationship Management
- Role
- Head of U s Relationship Management at Loomis, Sayles & Company
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Ken Johnson
Senior investment professional with extensive experience in the asset management industry. Proven ability to build and maintain productive relationships with clients, plan sponsors, and consultants-Broad experience with servicing Institutional Investors-Client base includes public funds, endowments, foundations, unions, and corporations-Primary focus on comprehensive understanding of clients\' investment goals, organizational decision-making policies, funding concerns, and asset allocation objectives-Responsibilities include client and consultant communications, portfolio reviews, performance analytics, cross-selling and presentation-FINRA Series 3, 7, 63, and 65 licensesSpecialties: Client Service, Sales, Product Development, Portfolio Management, Competitive Analysis, Strategic Planning, Investment Consulting
Experience
Head of U s Relationship Management
Jul 2022 — Present · Boston, MA, US
Education
Fontbonne University
MBA, Finance
1996 — 1998
Truman State University
Accounting; Finance
1985 — 1990
Skills
- Sales
- Investment Advisory Services
- Institutional Investments
- Financial Analysis
- Portfolio Management
- Competitive Analysis
- Investment Management
- Fixed Income
- Management
- Series 63
- Asset Allocation
- Business Development
- Bonds
- Strategic Planning
- Asset Management
- Investments
- Financial Services
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