Michelle Greive
Director, Product Management at SS&C Black Diamond Wealth Solutions
- Role
- Ss & C Black Diamond Wealth Solutions at Ss&c Black Diamond Wealth Solutions
- Location
- Jacksonville Beach, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Ss & C Black Diamond Wealth Solutions
Ss&c Black Diamond Wealth Solutions
Present
Skills
- Customer Service
- Asset Managment
- Ria
- Series 63
- Wealth Management
- Series 65
- Financial Analysis
- Project Management
- Series 7
- Mutual Funds
- Risk Management
- Portfolio Management
- Financial Advisory
- Investments
- Customer Relationship Management (Crm)
- Asset Management
- Financial Software Implementation
- Salesforce.com
- Financial Reporting
- Process Improvement
- Equities
- Financial Services
- Crm
- Finance
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