Anne Steer Email & Phone Number
Head of Distribution
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Anne Steer Location
- Weston, MA, US
Anne Steer Work
- Head of Distribution @ Congress Asset Management (November 2015 - Present)
- Consultant @ (December 2014 - November 2015)
- Chief Strategy Officer and Chair of the Advisory Board @ TrustFort LLC (July 2012 - December 2014)
- Head of Sales, Relationship Management, Product and Marketing @ Dwight Asset Management (December 2010 - May 2012)
- Head of Relationship Management @ (January 2004 - January 2009)
- Managing Director and Head of Sales and Client Management @ (January 1987 - January 2003)
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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