Years of experience: 22

Investment ManagementCall CenterCustomer ResearcherProduct ManagerConsultingC-level Executive

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Andrea's Career Path
Head of Client Experience, SVP, Asset Owners, AmericasJun. 2022 -
Oct. 2024
Northern Trust CorporationHead of Client Experience, SVP, Asset Owners, Americas
Chicago, Illinois, United StatesJoined Asset Owners Americas executive leadership team in a newly created role and established a comprehensive internal and external client experience strategy to increase the satisfaction levels of our clients, driving client loyalty and expanding the range of solutions and services our clients have with Northern Trust. Lead cross-functional collaboration initiatives with business unit leade...
Senior Director of Experience AnalyticsAug. 2018 -
May. 2022
Envestnet, IncSenior Director of Experience Analytics
Greater Chicago AreaPromoted to create completely new job in a rapidly growing area of interest while maintaining responsibility for marketing until 2020. Direct all aspects of Client Experience Office (CXO), which provides insights company-wide to measure and drive improvements using client research to understand products/services user experience (UX) and present business recommendations to empower decision-mak...
Vice President, Enterprise Channel MarketingJun. 2016 -
Oct. 2018
Envestnet, IncVice President, Enterprise Channel Marketing
Greater Chicago AreaInitially focused exclusively and solely on channel marketing, added event/show programming and internal communications in 2017, and formed client experience (CX) function then hired/managed 4-person team in 2018 to handle events and comms. Worked cross-functionally to increase sales results and productivity by providing integrated content, training and coaching services, and messaging – powe...

Andrea's Posts

  • About myself

    With over two decades in Wealth & Asset Management, I have excelled in client-facing roles. I pioneered enterprise-wide client experience strategies at Northern Trust and Envestnet, integrating insights into product and process decisions, enhancing overall client satisfaction.

  • Job Description

    Seeking a senior role to lead transformative client-centric initiatives, leveraging data to innovate and enhance experiences. I aim to drive continuous improvements that prioritize and elevate the client journey, ensuring dynamic and impactful outcomes.

  • How to contact

No responses yet
0