Lien Busby
Business Manager
- Role
- Business Manager and Senior Client Associate at Manske Wealth Management
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Lien Busby
Manske Wealth Management offers investment advice and financial planning with a primary…
Experience
Business Manager and Senior Client Associate
Jan 2013 — Present · Houston, TX, US
Supervises completion of all of the firm’s compliance deliverables and regulatory filing obligations - Enforces regulatory and company policies across a team of approximately ten people, to include week-by-week customer service standards during the first eight weeks after each new client signs on to work with the firm- Executes quarterly fee collection flawlessly for hundreds of client accounts totaling approximately $500 million - Researches and implements all employee benefits to include medical/life insurance and retirement savings- Supervises and occasionally provides back office experience for financial advisors and their clients- Leads the Manske Internship for Professional Accomplishment and Leadership, a professional development seminar that provides participants ten weeks of challenge and personal advancement
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (B.B.A.)
Skills
- Analysis
- Leadership
- Peoplesoft
- Marketing
- Public Speaking
- Written & Oral Presentation Skills
- Project Management
- Recruiting
- Social Services
- Teamwork
- Presentations
- Microsoft Excel
- Powerpoint
- Microsoft Word
- Customer Service
- Salesforce.com
- Finance
- Access
- Microfinance
- Microsoft Office
- Sales
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.