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
Customer/Client ServiceView LinkedIn profile

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

  1. Senior Client Service Specialist

    Parcion Private Wealth

    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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Shay Frederickson — Senior Client Service Specialist at Parcion Private Wealth in Seattle, WA, US | Unifers