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Work Background
FiservSenior Alternative Investments Manager & Client Relationship Lead.
Jan. 2004 - Jan. 2009Denver metropolitan area, Colorado, United States• Managed key client relationships with private equity investors, high-net-worth advisors, and alternative asset managers.
• Served as the primary point of contact, ensuring seamless communication between clients, asset sponsors, and internal teams.
• Led relationship-driven solutions for complex investment transactions, regulatory compliance, and service requests.
• Strengthened client retention by providing timely, accurate information and ensuring a high-quality service experience.
• Developed and maintained a network of business partners to expand investment opportunities and enhance product offerings.
• Trained and mentored internal teams to ensure alignment with client service excellence and investment best practices.
FiservAgile Coach & Business Relationship Manager
Jan. 2004 - Jan. 2009Denver metropolitan area, Colorado, United States• Led cross-functional teams in agile transformation initiatives, improving collaboration between stakeholders and project teams.
• Ensured seamless knowledge transfer between investment support and client service teams, optimizing service delivery.
• Partnered with business leaders and IT teams to implement digital transformation strategies, aligning technology with client needs.
• Developed customized coaching programs for teams, helping them improve client interactions and relationship management.
FiservRelationship Manager—Client & Stakeholder Engagement
Jan. 2000 - Jan. 2004Denver metropolitan area, Colorado, United States• Managed high-value relationships with brokerage firms, financial advisors, hedge fund managers, and investment sponsors.
• Coached and mentored 230+ employees, strengthening team engagement and enhancing customer service standards.
• Designed and delivered relationship-focused training for client support teams, improving response efficiency and investor satisfaction.
• Resolved escalated client issues, managing accounts with over $350M+ in assets, ensuring client confidence and trust.
• Provided tailored support for investors in mutual funds, hedge funds, REITs, private equity, and alternative assets, ensuring seamless transaction processing.
Great-West FinancialCorporate Retirement Specialist
Jan. 1999 - Jun. 2002Greater Denver Area• Managed 31+ cases, with each account valued at $350M+ in assets.
• Processed pension plans (457, 401(k), 403(b)), IRA rollovers, and annuity payoffs disbursement. • Networked with various group managers and representatives.
• Researched and performed troubleshooting.
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