2016 -now Partner and Global Head of Mercer Sentinel @
2016 -2016 Vice President, Product Development (Private Markets) @
2011 -2016 Vice President, Head of Client Implementation @
2005 -2011 Relationship Management @
2001 -2005 Account Management @
Anthony Martinez Education
Western New England University
Bachelor of Science (Peer Advising Program)
1997-2001
John F. Kennedy Catholic Preparatory School 1993-1997
Anthony Martinez Skills
Alternative Investments
Collaborative Problem Solving
404 Compliance
Sales Process
LLC
Stakeholder Engagement
Client Facing Skills
Anti Money Laundering
Fixed Income
Defined Contribution
Passive Management Strategies
Account Management
Portfolio Management
Client Services
Relationship Management
Bloomberg
Onyx Crm
Investments
Business Analysis
Form 5500
Custom Target Date Funds
401k
Performance Reviews
Financial Services
Equities
Mutual Funds
Global Client Management
Investment Strategies
Asset Management
Separately Managed Accounts
Training
Saleslogix Crm
Customer Service
Defined Benefit
Onboarding
Contract Negotiation
Managing Deadlines
Customer Engagement
Management
Project Management
Investment Guidelines
Superior Client Service
Active Management Strategies
Managing Workflow
Transition Management
Collective Investment Trusts
CRM
Investment Management
Client Relations Skills
Customer Relationship Management Crm
Risk Management
Securities
Hedge Funds
Customer Relationship Management
Anthony Martinez Summary
Anthony Martinez, based in Boston, MA, US, is currently a Partner and Global Head of Mercer Sentinel at Mercer. Anthony Martinez brings experience from previous roles at Wellington Management, State Street Global Advisors, MFS Institutional Advisors and Investors Bank & Trust. Anthony Martinez holds a 1997 - 2001 Bachelor of Science in Peer Advising Program @ Western New England University. With a robust skill set that includes Alternative Investments, Collaborative Problem Solving, 404 Compliance, Sales Process, LLC and more. Anthony Martinez has 3 emails and 1 mobile phone numbers on RocketReach.
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