Tara Fanelli

Vice President, Relationship Manager @Ss&c Black Diamond Wealth Solutions

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2021 — Present

Vice President, Relationship Manager @Ss&c Black Diamond Wealth Solutions

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NY, US

In the my role as Relationship Manager, I am charged with maintaining a comprehensive understanding of my clients: their markets, objectives and everchanging requirements and opportunities. I build and maintain strong sales pipeline through delivering quality discovery calls and meetings, providing exceptional customer service, and proactively delivering new solutions. I have a strategic focus on contracts; product enhancements, customizations, and development; and other ways clients can fully leverage the applications and cross-product integrations across SS & C platforms, and with third party strategic partners.I work within the SS & C Black Diamond Wealth Solutions division that offers the premier suite of technology and services built to simplify operations, strengthen client relationships, and support the long-term growth of wealth management firms.

EDUCATION

2013 — 2015

Wilmington University

Master of Business Administration (MBA), Marketing/Marketing Management, General

2006 — 2010

Penn State University

Bachelor of Science, Marketing

SKILLS

OrganizationAccount ManagementMentoringCustomer RelationsEvent PlanningProject ManagementManagementWebsite DevelopmentDirect SalesTime ManagementBankingSocial Media MarketingMarketingMicrosoft OfficeSalesLead GenerationSocial MediaLeadershipSales OperationsCustomer Service

ABOUT TARA FANELLI

As a Relationship Manager in the fast-paced world of software and technology, I thrive on…

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