Sharon Byrd
Director, Employee Benefits Specialist at Bank of America
- Role
- Quantitative Analyst at Loomis, Sayles & Company
- Location
- Bloomfield, NJ, US
- LinkedIn followers
- 500 followers
About Sharon Byrd
Financial services leader with 20+ years of success providing thought leadership to drive revenue, cross-sell, maximize efficiencies, and increase profitability. Extensive experience across retirement and financial services. Leads strategic and tactical planning and execution to consistently meet or exceed individual and organizational goals. Builds, cultivates, and advances key relationships. Highly engaged team leader with strong mentoring, project management, and interpersonal skills. Areas of Expertise:Relationship Building With Large, Key Economic Buyers | Revenue Growth & Cross-Selling Optimization Custom/Model Portfolios & Separate Accounts | Project & Territory ManagementCross-Functional Partnerships | Fee-Leveling & Plan Pricing | Fiduciary Oversight, Reg & Leg UpdatesExternal Advisors, Consultants, & TBAs | Industry Benchmarking, M&A, and DB De-RiskingService Team Leadership & Development | Corporate, E&F, NFP – DB, DC & NQ Plans InvestmentSalesforce | Reviews & New Business PresentationsInterests: Lifelong Learning | Travel |Yoga
Experience
Quantitative Analyst
Present
Education
Indiana Wesleyan University
Business Administration and Management, General
Purdue University Daniels School of Business
MBA, Business Administration and Management, General
Purdue University Daniels School of Business
Business Administration and Management, General
Indiana Wesleyan University
BS, Business Administration and Management, General
Skills
- 403 B
- Cross-Functional Team Leadership
- Sourcing New Business
- Series 63
- National Account Management
- Retirement
- Hedge Funds
- Benchmarking
- Business Development
- Wealth Management
- Model Portfolios
- Deferred Compensation
- Investment Advisory
- 457 Plans
- Series 65
- Dol
- Project Management
- Investment Management
- Strategic Planning
- Key Client Relationships
- Service-Level Agreements (Sla)
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Series 7
- Revenue Growth Generation
- C-Level Relationships
- Pensions
- Asset Allocation
- Mutual Funds
- Key Account Relationship Building
- Risk Management
- Portfolio Management
- Territory Management
- 401k
- Management
- Cfa Institute, Claritas Investment Certificate
- Securities
- Investments
- Non-Discrimination Testing
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