Mike Ozimek
Vice President, Client Relationship Manager at ALPS, A DST Company
- Role
- Vice President, Client Relationship Manager at Ss&c Registered Fund Services
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Vice President, Client Relationship Manager
Nov 2017 — Present · Denver, CO, US
Primary client liaison between Board of Trustees, investment managers C Suite and SS & C ALPS. Responsible for strategic client relationship management, developing client solutions, leading high level projects and ensuring client expectations are exceeded.
Education
Colorado State University
Finance & Real Estate, Business
1999 — 2001
Skills
- Series 6
- Investments
- Asset Allocation
- Mutual Funds
- Analysis
- Equities
- Mortgage Lending
- Portfolio Management
- Loans
- Business Development
- Finance
- Accounting
- Credit
- Alternative Investments
- Management
- Asset Management
- Strategic Planning
- Securities
- Customer Relationship Management (Crm)
- Financial Analysis
- Leadership
- Series 63
- Financial Services
- Crm
- Business Process Improvement
- Trading
- Asset Managment
- Series 7
- Customer Service
- 401k
- Fixed Income
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