Kirsten Schubring
Vice President, Workplace Benefits Specialist @Bank of America
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WORK HISTORY
Vice President, Workplace Benefits Specialist @Bank of America
Seattle, WA, US
Manage a five state territory covering AK, WA, OR, ID and MT with 75 designated retirement advisors and 45 business bank relationship managers to facilitate the sale of retirement plans, health savings accounts, financial wellness and equity compensation plans to corporate and not-for-profit clients and prospect. Developed deep relationships with various other specialists in other departments to increase cross sale opportunities. Created sales strategies which improved territorial performance and exceeding sales goals and expectations.
EDUCATION
University of Minnesota
BA, History
ABOUT KIRSTEN SCHUBRING
Implements comprehensive institutional investment plans in support of client goals and objectives. Broad investment knowledge with a strong understanding of both equity and fixed income markets. Business development officer with demonstrated success building assets under management. Subject matter expert across 401k’s, pension plans, endowment/foundations, and native corporations. Sharp analytical abilities and superior attention to detail. Effective communicator with clients, team members, and internal departments to coordinate overall sales and service efforts. Competencies: • Participant Education • Native Tribes Expert • Manager Research• Trader • Asset Allocation • Business Development• Portfolio Construction • Operations/Compliance • Client Relationships
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