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Anne Steer Location
Weston, MA, US
Anne Steer Work
2015 -now Head of Distribution @ Congress Asset Management
2014 -2015 Consultant @
2012 -2014 Chief Strategy Officer and Chair of the Advisory Board @ TrustFort LLC
2010 -2012 Head of Sales, Relationship Management, Product and Marketing @ Dwight Asset Management
2004 -2009 Head of Relationship Management @
1987 -2003 Managing Director and Head of Sales and Client Management @
Anne Steer Education
The University of Chicago Booth School of Business
MBA Finance and Marketing
Mount Holyoke College
BA History
Anne Steer Skills
Outsourcing
Marketing
Executive Management
Capital Markets
Sales Process
Customer Satisfaction
Business Strategy
Process Improvement
Business Development
Strategic Planning
Relationship Management
Asset Managment
Alternative Investments
CRM
Investment Management
Portfolio Management
Securities
Product Management
Strategy
SaaS
Sales Management
Marketing Strategy
Public Speaking
Research
Anne Steer Summary
Anne Steer, based in Weston, MA, US, is currently a Head of Distribution at Congress Asset Management. Anne Steer brings experience from previous roles at Value Management, LLC, TrustFort LLC, Dwight Asset Management and Fidelity Investments. Anne Steer holds a MBA Finance and Marketing @ The University of Chicago Booth School of Business. With a robust skill set that includes Outsourcing, Marketing, Executive Management, Capital Markets, Sales Process and more. Anne Steer has 1 emails and 1 mobile phone numbers on RocketReach.
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