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I am a strategic client services and marketing professional with experience in financial services, B2B marketing, and business development. Proven success in lead generation, upselling, and partnership development. Happy to connect [email protected] I enjoy networking and connecting people, My introductions have helped people find new clients, and job opportunities. My work experience is a combination of marketing and relationship management at professional and financial services firms. Having worked in both functions I have a holistic view on how to grow revenue. I have knowledge of traditional and alternative asset classes. I understand how to acquire and maintain customers, and I thrive when I can build relationships with clients. I see the big picture and like to create innovative go to market strategies. I have organized marketing campaigns that increased inbound leads and helped win winning new business. As an account manager at OptionMetrics, I am responsible for expanding revenue with universities and financial firms that use our options data. I excel at negotiating pricing with clients, upselling new products, facilitating trials, and ensuring client satisfaction. I also monitor market trends, competitive activities, and client feedback to find business opportunities and contribute to marketing campaigns. Specialties |"Marketing Manager"| |"Marketing Director"| Financial Services"| |"Relationship Management"| |"Wealth Management"| |"Alternative Assets"| |"Client Services"| |"Account Management"| |"Project Management"| |"Advisor Marketing"| |"Relationship Manager"| |"Fund Administration"| |"Channel Marketing"| "Partnership Marketing" |"Marketing Materials"| |"Customer Success Manager"| Financial Data
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