Years of experience: 10

Case ManagerPortfolio ManagerFinanceData Entry AssociateData EntryComplaint Resolution Specialist

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Schultz's Career Path
Senior Alternative Investments Manager & Client Relationship Lead.Jan. 2004 -
Jan. 2009
FiservSenior Alternative Investments Manager & Client Relationship Lead.
Denver 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 reten...
Agile Coach & Business Relationship ManagerJan. 2004 -
Jan. 2009
FiservAgile Coach & Business Relationship Manager
Denver 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...
Relationship Manager—Client & Stakeholder Engagement Jan. 2000 -
Jan. 2004
FiservRelationship Manager—Client & Stakeholder Engagement
Denver 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 cl...