Brian Agnew Email & Phone Number
Sr. Client Services Associate @ State Street
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Brian Agnew Location
- Olathe, KS, US
Brian Agnew Work
- 2022 -now Sr. Client Services Associate @
- 2018 -2022 Client Operations Analyst @
- 2014 -2016 Director, Client Relationship @
- 2005 -2014 Director, Client Relationship @
- 2000 -2005 Director @
- 1997 -1999 Director Mutual Fund Operations @
- 1990 -1997 Manager Mutual Fund Operations @
Brian Agnew Education
- Wilmington University
MBA (Business)
- Mount St. Mary's University
Bachelor of Science (BS) (Business and Finance)
Brian Agnew Skills
- Relationship Management
- Mutual Funds
- Financial Services
- Account Management
- CRM
- Contract Negotiation
- Business Analysis
- Strategic Planning
- Operations Management
- Leadership
- Business Development
- Transfer Agency
- Process Improvement
- Management
- Alternative Investments
- Fund Accounting
- Customer Relationship Management (CRM)
- Business Process Improvement
- Business Relationship Management
- P & L Oversight
- Sales Process
- Salesforce.com
- Sales
- Team Building
- Microsoft Office
- Marketing
- Project Management
- Customer Service
- Analytical Skills
- Variable Annuities
- TPA
Brian Agnew Summary
- Brian Agnew, based in Olathe, KS, US, is currently a Sr. Client Services Associate at State Street. Brian Agnew brings experience from previous roles at SE2, LLC, DST Systems and Boston Financial Data Services. Brian Agnew holds a MBA in Business @ Wilmington University. With a robust skill set that includes Relationship Management, Mutual Funds, Financial Services, Account Management, CRM and more. Brian Agnew has 5 emails and 3 mobile phone numbers on RocketReach.
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