Shay Frederickson
Senior Client Service Specialist at Parcion Private Wealth
- Role
- Senior Client Service Specialist at Parcion Private Wealth
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Shay Frederickson
Highly organized business management professional with over 15 years of experience in client relationship management, project management and business and sales operations within the financial services industry, resulting in revenue growth, process improvement and new client acquisition- An outgoing individual, repeatedly entrusted with managing strategically-critical relationships with Enterprise partners and clients- Thrives as a catalyst for the success of others, as a trainer of internal staff, employees and sales partners- Integral contributor to year-over-year sales increases and multi-billion dollar channel successes.Specialties: Program/Project management, marketing, brand development and sales strategy, writing internal and external communication documents and marketing collateral, email and web-based marketing, operations management, personnel management and training, product launch/development, relationship management, budget management, collaborative engagement and performance measurement.
Experience
Senior Client Service Specialist
Oct 2021 — Present · Bellevue, WA, US
Education
King's High School
Diploma
1990 — 1994
Seattle Pacific University
English
1994 — 1996
Skills
- Budget Management
- Competitive Analysis
- Business Strategy
- Marketing & Sales Strategy
- Collaboration
- Event Planning
- Powerpoint
- Marketing Collateral
- Event Management
- Access
- Sales Support
- Operations/Metrics
- Insurance
- Corporate Communications
- Public Speaking
- Customer Service
- Press Releases
- Promotions
- Marketing Communications
- Online Marketing
- Excel
- B2b
- Relationship Management
- Website Copy
- Account Management
- Product Management
- Market Research
- Launch Coordination
- Coaching
- Product Development
- Writing
- Content Management
- Budgeting
- Microsoft Office
- Branding
- Program/Project Management
- Web Content Management
- Team Leadership
- Email Marketing
- Product Marketing
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