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Andrew Rumbelow

Director-level Client Success & Relationship Management leader in Financial Services

Camas, WAGroup Manager – Enterprise Custody Relationships13 years experienceDirectorFinancial ServicesInvestment ManagementWealth Management

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Experience

Group Manager – Enterprise Custody RelationshipsFisher Investments
Program Manager – Enterprise Custody RelationshipsFisher Investments
Analyst – International Complaint ResolutionFisher Investments
Analyst – UK Portfolio StrategyFisher Investments
Analyst – Portfolio StrategyRaymond James
Analyst – Pricing & ValuationsFidelity Investments
Associate – Institutional Retirement RelationshipsFidelity Investments
Associate – Retail Brokerage OperationsFidelity Investments

Education

University of Mississippimaster, Business Administration (2015)
Rhodes Collegebachelor, International Relations (2011)

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Sales & Business DevelopmentRoot Cause AnalysisRegulatory ComplianceProcess ImprovementForecasting

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Connect with Andrew

Andrew already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Recommended

Already have an account?

Languages

English

Skills

Root Cause AnalysisRegulatory ComplianceProcess ImprovementForecastingJiraStakeholder ManagementContract NegotiationVendor ManagementOnboardingRequirements GatheringTestingClient Success ManagementRelationship ManagementEnterprise Relationship ManagementCustody Operations