Sylvia Diez
- Role
- Partner, Wealth Zone Leader, Central Us at Mercer
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Sylvia Diez
I\'ve invested 20+ years developing and executing successful sales strategies for…
Experience
Partner, Wealth Zone Leader, Central Us
Nov 2021 — Present
Joined Mercer as a Partner to leverage my decades of institutional business leadership experience to lead a world-class team of consultants in the Central US Zone in revenue growth and client retention. Plan and drive strategic initiatives, new business development, and sales, working in close partnership with National Consulting and Market Development teams to bridge business lines and geographies, expand services, and advance our best talent. Co*Chair Mercer Cares Pittsburgh Office. Mercer Cares supports engagement through community-oriented volunteering opportunities. Member DEI Taskforce Business Resource Group Member Community Service
Skills
- Management
- Mutual Funds
- Consultative Selling
- Securities
- Private Banking
- High Performance Sales Teams
- Team Building
- Public Speaking
- Compliance Management
- Client Relationships Strengthening
- Portfolio Management
- Equities
- Retirement Planning
- Wealth Management
- Reporting & Analysis
- Strategic Planning
- Investment Advisory
- Asset Managment
- Investments
- Asset Allocation
- New Business Development
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