Lisa Beimford
Experienced buy-side distribution professional with a sustained track record of delivering asset growth across multiple asset classes and sales channels.
- Role
- Senior Key Account Manager- Investment Platforms & Research at DWS Group
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Lisa Beimford
15 years of sales success across national accounts, RIAs, private banks, independent…
Experience
Senior Key Account Manager- Investment Platforms & Research
Jan 2018 — Present · Austin, TX, US
Responsible for maintaining and growing national account relationships with investment platform and research teams at select IBDs, BDs, Trust Banks and TAMPs-Tasked with delivering key firm resources to clients including capital markets, portfolio management, senior leadership,marketing and investment specialists-Develop annual business plans aimed to cross sell with existing clients as well as identify opportunities with new clients as measured by NNA through recommend list placements and model allocations.
Education
University of Richmond - Robins School of Business
Bachelor of Business Administration (B.B.A.)
2001 — 2005
Georgetown University McDonough School of Business
MBA, Finance
2007 — 2009
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