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Lisa Beimford
Senior Key Account Manager- Investment Platforms & Research @DWS Group
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WORK HISTORY
Senior Key Account Manager- Investment Platforms & Research @DWS Group
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.)
Georgetown University McDonough School of Business
MBA, Finance
ABOUT LISA BEIMFORD
15 years of sales success across national accounts, RIAs, private banks, independent…
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