Top Client Relationship Managers in Greater Boston Area

Holly DeSouza
Director of Business Development
Greater Boston Area
Director of Business Development
Director of Business Development
Managing Director, Sales and Marketing
Business Development Manager
Business Development Manager
Client Relationship Manager
Executive Assistant
Messiah College
Triton Regional High School
Recommendations: 24
Online Advertising
Social Media
Marketing
Advertising
Public Relations
Sales
Social Media Marketing
Digital Marketing
View more
Linda Jones, MBA
Senior Marketing Manager
Greater Boston Area
Senior Marketing Manager
Senior Digital Marketing Manager
Field Marketing Manager
Senior Brand Manager (Contract), TRANSFORMERS
Communications and Marketing Leader, Agency Communications
Senior Communications Manager, Workplace Resources
Communications Manager
Global Product Marketing Manager
Client Relationship Manager
Marketing Manager
Marketing Coordinator
Founder/Principal
Northeastern University
Towson University
Archbishop Spalding
St. Mary's
Recommendations: 16
Product Marketing
Cross-functional Team Leadership
Project Planning
Customer Experience
Relationship Management
Branding & Identity
Start-ups
Leadership
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Bill DiPaola
Sr. Client Relationship Manager
Greater Boston Area
Sr. Client Relationship Manager
Sr. Client Service Partner
Client Service Partner
Owner
Development Relations Manager
Senior Knowledge Manager
Senior Knowledge Architect
Customer Support Specialist
Recommendations: 14
Account Management
Knowledge Management
Project Management
Relationship Management
Cloud Computing
Product Management
Management
Competitive Analysis
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Eric R. Dawson - Online Payments & Fraud
Senior Account Manager
Greater Boston Area
Senior Account Manager
Senior Technical Account Manager
Account Manager
Client Relationship Manager
District Manager
Program Consultant
Intern
Merrimack College
Bond University
Chelmsford High School
Recommendations: 11
E-payments
E-commerce
Payments
Payment Card Processing
Payment Systems
Payment Gateways
Electronic Payments
Payment Cards
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Kerry MBA
Managing Partner, Marketing Integration
Greater Boston Area
Managing Partner, Marketing Integration
Client Relationship Manager
VP/Group Director, Search Marketing
Client Development Director
Development Coordinator
Fall Campaign Account Manager
Digital Marketing Strategist
Sr. Associate
University College Dublin
Boston College
New Canaan High School
Recommendations: 9
Account Management
Google Adwords Professional
Strategy
Public Speaking
Contract Negotiation
PPC
SEM
Digital Marketing
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Jaya Bidkar
Project Manager
Greater Boston Area
Project Manager
Strategic Account Manager/Client Relationship Manager
Social Media Marketing & Community Building
Digital Incubator Intern
Mediator (Volunteer Work)
Asst Branch Manager
Customer Relationship Manager
Human Resources Intern
Suffolk University - Sawyer Business School
Harvard Extension School
University of Pune
Pune University
Abhinav Vidyalay
Recommendations: 8
CRM
Customer Service
Account Management
Project Management
Human Resources
Business Development
Sales
Marketing
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Patricia SHRM-CP
Vice President
Greater Boston Area
Vice President
Ad Hoc Personnel Committee
Board Member
Board Member
Chair of Business Council
Past-Chair WBC
Member
Assistant Vice President, Plan Administration
AVP
Client Relationship Manager
Whitman Hanson RHS
WHRHS
WHRHS
University of Phoenix
Curry College
Recommendations: 7
Compliance
Employee Benefits
Benefits
Health
Dental
401k
Insurance
Competitive Analysis
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Steve Ka
Client Relationship Manager
Greater Boston Area
Client Relationship Manager
Strategic Advisor
VP Channel Development
VP Business Development
President
Marketing & Internet Sales Manager - Contracted Account of SK Technologies, Inc
CTO / VP of Sales & Marketing
Co-Founder
Systems Analyst
Recommendations: 7
Strategic Partnerships
Management
Sales Operations
Leadership
Business Development
Start-ups
Marketing
Marketing Strategy
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Kevin Noke
Senior Client Relationship Manager
Greater Boston Area
Senior Client Relationship Manager
Recommendations: 5
Budgets
Digital Marketing
Database Marketing
Management
CRM
Six Sigma
Salesforce.com
Account Management
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Sandra Rowe
Regional Vice President of Sales, Salesforce Foundation
Greater Boston Area
Regional Vice President of Sales, Salesforce Foundation
Director, Enterprise Nonprofits
Senior Account Executive
Senior Account Executive
Director of Global Sales & Marketing
Senior Client Relationship Manager
Director of Product Marketing
WW KM Solution Manager
World Wide Solutions Manager
Training Director
Training Director
Technical Trainer
University of Massachusetts Boston
University of Connecticut
Recommendations: 5
Salesforce.com
Training & Development
Direct Sales
CRM
Strategic Planning
Business Development
Marketing
Strategic Alliances
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Peter Stanitsas
Senior Analyst, Investment Management Applications
Greater Boston Area
Senior Analyst, Investment Management Applications
Client Relationship Manager
Investment Application Consultant
Financial Advisor
Compliance Analyst
Data Analyst
Client Account Manager
Custody Analyst
Mount Ida College
Recommendations: 5
SQL
Charles River IMS
Portfolio Management
Oracle SQL
Sybase
Bloomberg
Reuters
Barclays Point
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Rana Bonfa
Boston Workplace Solutions Manager
Greater Boston Area
Boston Workplace Solutions Manager
Operations Manager
Client Relationship Manager
Fordham University
Recommendations: 4
Business Process
Program Management
Operations Management
Process Management
Change Management
Strategic Planning
Performance Management
Management
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Mercedes Villanueva
Business Continuity Planner
Greater Boston Area
Business Continuity Planner
Fund Connect Client Relationship Manager
Human Resources Talent Acquisition - Recruiting
Academic Resource Counselor, Upward Bound
College Transition Program (CTP) Coordinator
Director, Multicultural Leadership Experience Program
President
Director, Public Relations
Boston College - Graduate School of Arts & Sciences
Boston College
Lubbock High School
Lubbock High School
Recommendations: 4
Diversity & Inclusion
Microsoft Office
Research
Event Management
Customer Service
Talent Acquisition
PeopleSoft
Recruiting
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Sarah Cue Kiely
Communications Manager
Greater Boston Area
Communications Manager
Client Relationship Manager/Project Manager
Boston University Questrom School of Business
Boston College
Recommendations: 4
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Mojisola Sonde , MBA , ACA
MBA
Greater Boston Area
MBA
Client Relationship Manager and Private Banker
Analyst
Consultant
Accounts and Procurement Officer
Hult International Business School
Covenant University
Covenant University
Harvard University
Recommendations: 4
Management
Banking
Microsoft Office
Management Consulting
Analysis
Accounting
Managerial Finance
Business Development
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Diane Jean Coard
Contract Recruiter
Greater Boston Area
Contract Recruiter
Sr. Corporate Contract Recruiter
Conatract Recruiter
Recruiter (Contract)
Staffing Specialist (Contract)
Recruiter (Contract)
Employment Specialist (Contract)
Client Relationship Manager/Bilingual Relationship Manager (Remote Recruitment)
Sr. Virtual Recruiter (Contract)
HR Generalist (Contract)
Recruiter (Contract)
Staffing Partner (Contract)
Recruiter
Recruiter
Recruiter
Recruiter
Recruiter
Sr. Recruitment Specialist
Employment Specialist
Associate Director of the Career Planning Office
Northeastern University
Recommendations: 4
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Kara Bilotta
Associate Director, MBA Program Technology
Greater Boston Area
Associate Director, MBA Program Technology
Service Measurement & Analysis Team Lead
Client Relationship Manager, Team Lead
On-Site Supervisor
IT Client Services Specialist
IT Services Coordinator
Helpdesk Coordinator
Regis College
Regis College
Recommendations: 4
Customer Relations
Higher Education
Customer Service
Coordination
Microsoft Office
Client Services
Building Relationships
Training
View more
Brian Helmes
Manager - Wealth & Asset Management Advisory
Greater Boston Area
Manager - Wealth & Asset Management Advisory
Senior Consultant - Wealth & Asset Management Advisory
Consultant - Securities & Capital Markets
Senior Client Relationship Manager
Fund Marketing & Client Service Representative
Harvard University
University of Vermont
National Outdoor Leadership School
Fairfield Prep
Recommendations: 3
Client Relationship Building
Securities Lending
Asset Management
Business Process Improvement
Business Analysis
Liquidity Management
Business Strategy
Negotiation
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Don Marden
Senior Director, Global Client Service
Greater Boston Area
Senior Director, Global Client Service
Vice President, Regional Director - North America Relationship Management and Sales
1st Vice President - Director, US Investment Analytics Consulting, Mellon Analytical Solutions
Senior Manager, US Client Services
Manager, Client Services
Senior Client Relationship Manager
University of Maine
Waterville Senior High School
Boston Security Analysts Society
Harvard Law School
Recommendations: 3
Financial Services
Investments
• Improving Sales and Bottom Line Profits
• Generating Superior Client Satisfaction
Management
Relationship Management
• Excellent public speaking / presentation skills
Leadership
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Susan Glover
Transition Advisor/Higher Ed Specialist
Greater Boston Area
Transition Advisor/Higher Ed Specialist
Client Relationship Manager/Director, Corporate Wellness
Health and Wellness Manager
Benefits Manager
Director, Compensation and Benefits/HR Operations
Director, Compensation and Benefits
Comp and Benefits Coordinator
Coordinator of Nurse Recruitment
Boston University
Boston Latin School
Bentley College
Bentley College
Bentley College
Recommendations: 2
Critical Thinking
Resume
Employee Benefits
Applicant Tracking Systems
Benefits Administration
HRIS
Training
Human Resources
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Lisa Alphen
Client Relationship Manager
Greater Boston Area
Client Relationship Manager
Pension Sales Consultant
Pension Administrator
Framingham State College
Littleton High School
Recommendations: 2
Series 7
Qualified Retirement Plans
Retirement Plan Consulting
Financial Planners
Mutual Funds
CRM
Retirement Planning
Defined Contribution
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Matt Kirsch
Consumer Marketing Specialist
Greater Boston Area
Consumer Marketing Specialist
Consumer Communications Specialist
Marketing Manager
Customer Service Representative
Client Relationship Manager
Concierge & Front Desk Agent
Marketing Coordinator
Customer Service Representative
Suffolk University - Sawyer School of Management
Exeter Area High School
Recommendations: 2
Event Planning
Social Media
Customer Service
Online Marketing
Scheduling
Market Planning
Team Management
Promotions
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Jigger Shah
Client Relationship Manager
Greater Boston Area
Client Relationship Manager
Research Assistant
Thesis- Bipedal Posture for Static Balanced Gait
BIOMEDICAL ENGINEER
New Jersey Institute of Technology
University of Mumbai
Recommendations: 2
Biomedical Engineering
Signal Processing
Project Management
Statistics
Manage Client...
Strategic Communications
EHR
EMR
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Hai-Jung Kim
Product Manager
Greater Boston Area
Product Manager
Account Manager
Community Organizer
Talent Management Product Specialist
Client Relationship Manager
Development Coordinator
Consultant + LCA Crew
Tufts University
University College London, U. of London
Recommendations: 2
Salesforce.com
Social Media
Start-ups
SaaS
Human Resources
Social Media Marketing
Program Management
Strategic Consulting
View more
Nisha Srivastava
Client Relationship Manager
Greater Boston Area
Client Relationship Manager
Intern - Sales & Customer Advocacy
MBA ( GPA - 3.9/ 4.0 )
Account Manager - Oracle Linux/ Virtualization
Assistant Manager- Consulting and Work Force Development
Key Account Manager – Enterprise Services (Alliances)
Team Leader : Royal Bank of Scotland
Southern New Hampshire University
Symbiosis Centre for Management Studies- Pune
AES Higher Senior Secoundry School
Delhi University
Recommendations: 2
Lead Generation
New Business Development
Salesforce.com
Direct Sales
Sales
Sales Management
Cold Calling
Key Account Management
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Cathy Sloan Gallagher
Sales + Marketing
Greater Boston Area
Sales + Marketing
Management Consultant
Farm Teacher
VP, Strategy Consultant in Enterprise PMO
VP, Program Manager, Investment Manager Outsourcing
VP, Strategic Planning, Office of the CIO
VP, Senior Project Manager, Y2K PMO
Volunteer Teacher
AVP, Client Relationship Manager
Manager, Service Delivery
Manager, Customer Service
Lead Computer Operator, Financial Data Center
Nutritional Therapy Association
Lesley University
Cambridge College
Fitchburg State University
Recommendations: 2
Project Management
Leadership
Cross-functional Team...
Strategy
Strategic Planning
Management
Digestive Disorders
Program Management
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Max Pohl
Product Manager
Greater Boston Area
Product Manager
Client Relationship Manager
Deployment Consultant
Secretary of the Berklee Music Business Club
Entertainment Law / Artist management Intern
Berklee College of Music
Henry Clay
Henry Clay
Recommendations: 1
Guitar Performance
Painting
Proposal Writing
Organizational Effectiveness
Contractual Agreements
Text Editing
Spanish-English
Creative Services
View more
Janine Beal
VP, Senior Retirement Client Relationship Manager
Greater Boston Area
VP, Senior Retirement Client Relationship Manager
Teacher
Independent Contractor
Sales & Marketing
Relationship Manager
AVP, Manager, IRA Rollover Group
Regional Marketing Associate
Telephone Services Inquiry
Assistant Director
Lesley University
Hobart and William Smith Colleges
Recommendations: 1
Mutual Funds
Retirement
401k
Investments
Series 7
Financial Services
Series 63
Retirement Planning
View more
Kate Hickey
E-Commerce Analyst
Greater Boston Area
E-Commerce Analyst
Research Analyst
Client Relationship / Project Manager
Client Relationship Manager
Client Services Representative
Executive Assistant to Regional Vice President (NE and NY)
Southern New Hampshire University
Hingham High School
Recommendations: 1
Market Research
Financial Services
Customer Service
CRM
E-commerce
Marketing
Salesforce.com
Leadership
View more
Christine Marag
Group Fitness Instructor
Greater Boston Area
Group Fitness Instructor
Sr. Client Experience Manager
Sr. Client Relationship Manager
Senior Account Manager
Manager, Customer Service and Contract Administration
Institute for Integrative Nutrition
Curry College
Recommendations: 0
Solid written and verbal communication skills
Objection Handling
Existing customer sales
Customer Retention
Customer Satisfaction
Contract Management
Inside Sales
Call center Management
View more
Jack Saraf
Vice President - Client Relationship Manager
Greater Boston Area
Vice President - Client Relationship Manager
Recommendations: 0
Relationship Management
Investments
Financial Services
Mutual Funds
Hedge Funds
Process Improvement
Fixed Income
Global Custody
View more
Kristin Reynolds, CFA, CAIA
Partner
Greater Boston Area
Partner
Client Relationship Manager
Simmons College - Simmons School of Management
Simmons College
Recommendations: 0
Financial Markets
Investments
Dynamic Asset Allocation
Portfolio Construction
Governance
Due Diligence
Risk Management
Equities
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Naomi Sutherland
VP, Client Services & Strategic Operations
Greater Boston Area
VP, Client Services & Strategic Operations
Project Manager & Client Relationship Manager
KornFerry Senior Partner, LTC Diversity, Inclusion and Talent Optimization
Instructional Designer
Andover High School
Recommendations: 0
Organizational Leadership
Executive Management
Developing Client Relationships
Strategic Consulting
Solutions Development
Diversity Strategy
Diversity Training
Inclusion
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Stephen Tysz
Technical Recruiter
Greater Boston Area
Technical Recruiter
Client Relationship Manager
Recruiter
Recruiter
Recommendations: 0
Human Resources
Applicant Tracking Systems
Interviews
Internet Recruiting
Contract Recruitment
Customer Service
Talent Acquisition
Recruiting
View more
Amanda Crowe
Project Manager
Greater Boston Area
Project Manager
Client Relationship Manager
Resource Coordinator
Research Assistant
Student Philanthropy Intern
Social Media Intern
Intern: MasterCard Account for Golf Sponsorship
Sacred Heart University, John F. Welch College of Business
Worcester Academy
Recommendations: 0
Social Media Marketing
Management
Social Media
Event Planning
Fundraising
Community Outreach
Time Management
Event Management
View more
Surojit Roy
Director & Retail Executive
Greater Boston Area
Director & Retail Executive
Client Partner - Strategic Accounts
Senior Client Relationship Manager
Engagement Manager
Program Manager
Project Manager
Institute of Engineering and Technology
University of Minnesota - Carlson School of Management
St. Johns School
Recommendations: 0
IT Strategy
Business Development
IT Outsourcing
Global Delivery
Pre-sales
CRM
Long-term Customer Relationships
Client Development
View more
Ivemarie Cintron
Enterprise Client Relationship Manager
Greater Boston Area
Enterprise Client Relationship Manager
Boston College
Emmanuel College (Boston)
Recommendations: 0
Account Management
Sales Operations
Cross-functional Team Leadership
Medical Devices
Business Development
Key Account Management
Product Management
Healthcare
View more
Matthew Minton
Director of National Banking Operations
Greater Boston Area
Director of National Banking Operations
Client Relationship Manager, National Banking
Proofreader
Logic Teaching Assistant
University of New Hampshire
University of New Hampshire
Recommendations: 0
Management
Data Analysis
Proofreading
Client Relationship Building
Client Services
Client Interfacing
Client Communications
Client Development
View more
Paul Forcina
Staff Accountant
Greater Boston Area
Staff Accountant
Associate Director, Client Success
Controller
Staff Accountant
Principal Client Service Analyst
Senior Supervisor
Client Relationship Manager
Unit Manager / Vice President
University of Rhode Island
University of Rhode Island - College of Business Administration
Recommendations: 0
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Claudia Bettencourt
Client Relationship Manager
Greater Boston Area
Client Relationship Manager
Relationship Manager
Senior Relationship Manager
Northeastern University
Recommendations: 0
Equities
Portfolio Management
Asset Managment
Mutual Funds
Fixed Income
Trading Systems
View more
Mohammed Bakhsh
Industrial Engineering Consultant- Project Intern
Greater Boston Area
Industrial Engineering Consultant- Project Intern
Industrial Engineering Undergraduate Full Time Student
Client Relationship Manager
Northeastern University
University of Central Florida
Valencia Community College
University of Central Florida- Center for Multilingual Multicultural Studies
Althager
Recommendations: 0
Operations Management
Process Improvement
Business Development
CRM
Strategic Planning
Project Management
Customer Service
Management
View more
Jeanne Souza
Vice President
Greater Boston Area
Vice President
Owner
Senior Client Relationship Manager
Operations Manager
Account Manager
Northeastern
University of Massachusetts, Boston
Recommendations: 0
Project Management
Risk Management
Investor Relations
IPO
Mergers
Vendor Management
Operations Management
Management Consulting
View more
Noelle Davighi, PMP
Vice President, Service Delivery Leader
Greater Boston Area
Vice President, Service Delivery Leader
Director, Program Manager
Vice President
Client Relationship Manager
Lafayette College
Concord Carlisle High School
Recommendations: 0
PMO
Relationship Management
Process Improvement
PMP
Program Management
Financial Services
Risk Management
View more
Joanne Brown
Project Manager - PMO
Greater Boston Area
Project Manager - PMO
IT Project Manager - PMO Infrastructure
Company Name Cognizant
Client Relationship Manager
Project Manager
Northeastern University
Blue Hills Regional Technical School
Recommendations: 0
View more
John J. Mealey
Consultant
Greater Boston Area
Consultant
V.P. Consulting Services N.A.
Director, Project Management
Director, Program Management, PMO
Director - Professional Services - North America, Asia, Germany
Client Relationship Manager
Senior Business Systems Analyst, Officer, Global Custody
Babson College - Franklin W. Olin Graduate School of Business
Isenberg School of Management, UMass Amherst
University of Massachusetts, Amherst
Recommendations: 0
Facilitation
Public Speaking
Engagement & Client...
Business Process...
Project Management
Enterprise Systems...
Project Implementation
Requirements...
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Perla Fuenmayor
Client Relationship Manager - Business Performance Services
Greater Boston Area
Client Relationship Manager - Business Performance Services
Client Relationship Specialist
Billing Manager - Professional Billing Office (PBO)
Supervisor of Patient Financial Services
Project Coordinator - Public Management
Suffolk University - Sawyer Business School
Universidad Rafael Urdaneta
Recommendations: 0
Revenue Cycle
HIPAA
Healthcare Information Technology
EHR
Healthcare Management
Healthcare Consulting
Managed Care
Hospitals
View more
Chris Hale
Retired
Greater Boston Area
Retired
VP IT Senior Project Manager
Senior Project Manager
Client Technology Manager -Middle Office On-boarding
Vice President, IT Global Project Management Office
Director - Institutional Custody System Support
Manager of Trust Operations, Trust Systems and Tax
SEI Accounting System Implementation and Trust Systems Administration
Client Relationship Manager and Operations Specialist
Wealth Manager Services
Manager Trust Services
Williams College
Recommendations: 0
Financial Services
IT Strategy
Fixed Income
Securities
Financial Risk
Investments
Trading
Integration
View more
Jillian C. Hawes
Sales Associate
Greater Boston Area
Sales Associate
Client Relationship Manager
Owner
Account Manager
Sales Support
University of Vermont
Portsmouth Abbey School
Recommendations: 0
View more
Adria Campbell
Client Relationship Manager
Greater Boston Area
Client Relationship Manager
Boston University
Recommendations: 0
View more
Kathleen Geraghty
Senior Relationship Manager
Greater Boston Area
Senior Relationship Manager
Client Relationship Manager
Relationship Manager
Assistant Vice President, Retirement Plan Administration
Assistant Vice President, Recordkeeping Operations
Client Service Officer
Assistant Director, Member Services
Manager, Corporate Benefits
Fitchburg State University
Recommendations: 0
Client Relationship Management
Client Retention
Project Management
New business/Cross-selling
Cross Functional Leadership
Talent Management
Process Design and Improvement
Strategic Business Planning
View more
Tia Jackson
Director, Brokerage & Alliance Sales (Brokerage Relationship Manager), Midwest Region
Greater Boston Area
Director, Brokerage & Alliance Sales (Brokerage Relationship Manager), Midwest Region
Regional Director, Alliance Sales, Midwest Region
Agency Director, Midwest Region
Associate Director, Investment Consulting
Financial Advisor / Advisor Coach
AVP, Client Relationship Manager
Bentley University
FINRA
Recommendations: 0
Asset Allocation
Account Management
Financial Services
Investments
Business Analysis
Analysis
CRM
Finance
View more
Frank Arren
Banking & Financial Services Professional
Greater Boston Area
Banking & Financial Services Professional
Director
VP, Client Relationship Manager
Vice President
Vice President
Stonier Graduate School of Banking at Rutgers, The State University of New Jersey-New Brunswick
New England School of Banking at Williams College
Burdett College
Melrose High School
Recommendations: 0
Financial Services
Mutual Funds
View more
Steven Mastrogiacomo
Vice President,Product Manager
Greater Boston Area
Vice President,Product Manager
AVP Client Relationship Manager
Curry College
Recommendations: 0
View more
Anne Greene
Fixed Income Portfolio Manager
Greater Boston Area
Fixed Income Portfolio Manager
Advisory Board Member
Summer Associate
Client Relationship Manager
Media Buyer
Boston College
Vanderbilt University
Recommendations: 0
Investments
Venture Capital
Bloomberg
Fixed Income
Portfolio Management
Financial Modeling
Financial Analysis
Management
View more
Shannon Koechel
Client Relationship Manager
Greater Boston Area
Client Relationship Manager
Massachusetts Maritime Academy
Manchester High School West
Recommendations: 0
Maritime
French
Logistics
International Logistics
International Business
Maritime Operations
Chinese
Export
View more
Jaclyn Lessing
Client Relationship Manager
Greater Boston Area
Client Relationship Manager
Client Relationship Manager
University of Massachusetts Dartmouth
Recommendations: 0
Financial Services
Strategic Financial Planning
CRM
Finance
Leadership
Wealth Management
Salesforce.com
View more
Elizabeth Maglione
Director, Conversions
Greater Boston Area
Director, Conversions
Manager, Business Process Improvement
Client Relationship Manager
Human Resource Intern
Bryant University
Recommendations: 0
401k
Retirement
Employee Benefits
Finance
Mutual Funds
ERISA
Retirement Planning
Investments
View more
Phyllis Epstein
Consultant Relations Manager
Greater Boston Area
Consultant Relations Manager
Strategic Relationship Manager
Senior Relationship Manager
Client Relationship Manager
Assistant Vice President/Operations Officer
Branch Administrator
Keene State College
Recommendations: 0
Pensions
Relationship Management
Defined Benefit
Investments
DC 401K
Plan Operations
Plan Design and Strategy
Financial Services
View more
Lisa Fiskio
Finance and Portfolio Administration
Greater Boston Area
Finance and Portfolio Administration
Vice President/Client Relationship Manager
Manager, Trustee Support
Manager, Trust Operations
Fisher College
Recommendations: 0
Customer Relations
Client Service
Investment Operations
Process Improvement
Problem Solving
Team Building
Reconciliation
Account Reconciliation
View more

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