Sharon Byrd

Quantitative Analyst @Loomis, Sayles & Company

Bloomfield, NJ, US
MOBILE NUMBERS
+13•••••••92

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WORK HISTORY

Present

Quantitative Analyst @Loomis, Sayles & Company

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EDUCATION

N/A

Indiana Wesleyan University

Business Administration and Management, General

N/A

Purdue University Daniels School of Business

MBA, Business Administration and Management, General

N/A

Purdue University Daniels School of Business

Business Administration and Management, General

N/A

Indiana Wesleyan University

BS, Business Administration and Management, General

SKILLS

403 BCross-Functional Team LeadershipSourcing New BusinessSeries 63National Account ManagementRetirementHedge FundsBenchmarkingBusiness DevelopmentWealth ManagementModel PortfoliosDeferred CompensationInvestment Advisory457 PlansSeries 65DolProject ManagementInvestment ManagementStrategic PlanningKey Client RelationshipsService-Level Agreements (Sla)Investment StrategiesAlternative InvestmentsSeparately Managed AccountsSeries 7Revenue Growth GenerationC-Level RelationshipsPensionsAsset AllocationMutual FundsKey Account Relationship BuildingRisk ManagementPortfolio ManagementTerritory Management401kManagementCfa Institute, Claritas Investment CertificateSecuritiesInvestmentsNon-Discrimination Testing

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

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