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Kevin Trnka

Kevin Trnka

Account Management

Role
Account Management at Broadridge
Location
New York, NY, US
LinkedIn followers
500 followers
View LinkedIn profile

Experience

  1. Account Management

    Broadridge

    Nov 2008 — Present

    Full responsibility for 150 trust bank clients using beneficial proxy processing in 8 states generating $2.7 million in revenue99% client retention in FY10 through excellent customer service and client visits

Education

  • State University of New York at Oswego

    BA

    1997 — 2000

Skills

  • Mutual Funds
  • Portfolio Management
  • Account Management
  • Hedge Funds
  • Fixed Income
  • Asset Management
  • Financial Markets
  • Wealth Management
  • Equities
  • Financial Services
  • Business Relationship Management
  • Corporate Actions
  • Securities
  • Relationship Management
  • Capital Markets
  • Series 7
  • Series 63
  • Investments

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