Rob Mortensen Email & Phone Number
Regional Manager, Broker Solutions @ Mediant
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Rob Mortensen Location
- Milwaukee, WI, US
Rob Mortensen Work
- Regional Manager, Broker Solutions @ (February 2020 - Present)
- Executive Vice President, Director of Client Services @ UMB Fund Services (November 2014 - March 2019)
- Global Relationship Manager @ UMB Fund Services (August 2013 - November 2014)
- Engagement Manager @ Thomson Reuters (April 2011 - August 2013)
- Engagement Manager @ BetaNXT (formerly Thomson Reuters) (January 2006 - January 2011)
- Service Manager @ BetaNXT (formerly Thomson Reuters) (January 2000 - January 2006)
- Client Relations Group Manager @ UMB Fund Services (formerly known as Sunstone Financial Group) (January 1999 - January 2000)
- Client Relations Manager @ UMB Fund Services (formerly known as Sunstone Financial Group) (January 1996 - January 1999)
- Custody Operations Analyst @ U S Central Credit Union (January 1994 - January 1996)
- Custody Unit Manager @ State Street Global Services (formerly known as Investors Fiduciary Trust Compan (January 1993 - January 1994)
- Management Trainee @ State Street Global Services (formerly known as Investors Fiduciary Trust Compan (January 1992 - January 1993)
- Senior Custody Administrator @ State Street Global Services (formerly known as Investors Fiduciary Trust Compan (January 1988 - January 1992)
Rob Mortensen Education
- University of Nebraska-Lincoln 1983-1987
Rob Mortensen Skills
- Account Management
- Key Account Management
- Client Liaison
- Manage Client Relationships
- Client Relations Skills
- Contract Negotiation
- Contract Management
- Customer Retention
- Onboarding
- Project Management
- Management
- Event Management
- Relationship Management
- Building Relationships
- Sales
- Conflict Resolution
- Coordinating Events
- Vendor Management
- Process Improvement
- SDLC
- Financial Services
- Salesforce.com
- Business Analysis
- Leadership
- CRM
- Board Governance
- Business Development
- Business Relationship Management
- Fund Accounting
- Mutual Funds
- Program Management
- SaaS
- Strategic Partnerships
- Strategic Planning
- Solution Selling
- Risk Management
- Portfolio Management
- Fund Administration
- Customer Relationship Management (CRM)
- Business Process Improvement
Rob Mortensen Summary
- Rob Mortensen, based in Milwaukee, WI, US, is currently a Regional Manager, Broker Solutions at Mediant. Rob Mortensen brings experience from previous roles at UMB Fund Services, Thomson Reuters and BetaNXT (formerly Thomson Reuters). Rob Mortensen holds a 1983 - 1987 University of Nebraska-Lincoln. With a robust skill set that includes Account Management, Key Account Management, Client Liaison, Manage Client Relationships, Client Relations Skills and more. Rob Mortensen has 3 emails and 4 mobile phone numbers on RocketReach.
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