Randy Soraich

Vice President, Client Services at Investortools, Inc.

Role: Vice President, Client Services at Investortools
Location: Colorado Springs, CO, US
LinkedIn followers: 500 followers

About Randy Soraich

We are looking for sharp, motivated, and collaborative individuals to join our thriving Client Services team at Investortools. If you or someone you know excels at technical learning, problem-solving, customer focus, and communication, we\'d love to talk!Investortools is a SaaS company that has completely changed how Asset and Wealth Management teams manage fixed-income assets for their clients. Our investment management systems allow research, investment management, and trading efficiencies that have never been possible before, reducing costs and improving outcomes. Our platforms provide buy-side investors with analytics, portfolio management solutions, and access to the sell-side, spanning the entire investment process—from idea generation to trade allocation and even market aggregation. Investortools streamlines front- to middle-office functions, including portfolio construction and bond allocation, access to dealer inventories at your levels, risk and performance monitoring, compliance, and reporting.With nearly 40 years of success bringing innovation through technology to the bond market, Investortools\' team of fixed-income experts and full-stack engineers design and deploy exceptional software solutions, servicing investment professionals across the market.

Experience

Vice President, Client Services
Investortools
Jul 2020 — Present · Colorado Springs, CO, US
I lead Client Services for Investortools, Inc, a leading financial services software firm that serves many fortune 100 companies within the United States. Client Services consists of specialized teams of professionals focused on providing our clients with world class service and support while maximizing the value of Investortools\' software solutions.

Skills

Mac Os X
Team Leadership
Iphone Support
Mac Os X Server
Apple Certified Technician
Iwork
Consumer Electronics
Ios Support
Account Management
Leadership Development
Strategic Planning
Sales
Management
Project Management
Technical Support
Business Analysis
Ios
Lominger Competencies
Apple Certified
Customer Service
Fixed Income
Situational Leadership
Ipad
Iphone
Business Development

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