Natalia Ochoa
Americas NRC Client Group at AB
- Role
- Americas Nrc Client Group Sales at AllianceBernstein
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Natalia Ochoa
Seventeen years of experience in financial services industry, Capital Markets…
Experience
Americas Nrc Client Group Sales
Jan 2024 — Present · Miami, FL, US
Strategically manage and support sales activities/coverage for Financial Advisors (offshore retail and some Institutional) in the territory of Canada, New York, Washington D.C. and Miami (over 100 plus relationships)• Educate Financial Advisors and Institutional clients on AB’s investment philosophy and its broad global product offerings/services.• Host Zoom calls and/or travel occasionally with external wholesalers and senior portfolio managers to meet and deliver global market outlooks and position sales ideas with financial advisors and institutional clients in the territory.• Ensure expedient and accurate resolution of all incoming inquiries from clients, Morningstar comparisons, hypotheticals, thought leadership, campaign communications, wellness calls, and product specific materials to clients and prospects in the territory.• Attend due diligences and firm seminars/conference in order to represent AB and interact with clients/prospects• Customer Relationship Management support – maintain client information, extract and prepare marketing lists.• Serve as an editor for the AB Marketing and Communications team for Spanish translations of firm marketingmaterials.
Education
Universidad Piloto de Colombia
BA
2003 — 2008
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