Steven Dufresne
Experienced Client Relationship Professional | Delivering Exceptional Customer Experience and Retention | CRM | Relationship Building
- Role
- Vice President, Csdm at Northern Trust
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Steven Dufresne
With over two decades of experience in Asset Servicing, my tenure as Vice President and…
Experience
Vice President, Csdm
Oct 2024 — Present · Boston, MA, US
Education
Rollins College
B.A.
Skills
- Client Service
- Financial Institutions
- Client Relationship Building
- Customer Relations
- Financial Services
- Customer Service
- Fixed Income
- Manage Client Relationships
- Crm
- Securities
- Global Custody
- Relationship Management
- Client Services
- Portfolio Management
- Banking
- Investments
- Bloomberg
- Risk Management
- Derivatives
- Asset Management
- Management
- Equities
- Business Relationship Management
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