Rob Mortensen Location
Milwaukee, WI, US
Rob Mortensen Work
- 2020 - now Regional Manager, Broker Solutions @ Mediant
- 2014 - 2019 Executive Vice President, Director of Client Services @ UMB Fund Services
- 2013 - 2014 Global Relationship Manager @ UMB Fund Services
- 2011 - 2013 Engagement Manager @ Thomson Reuters
- 2006 - 2011 Engagement Manager @ BetaNXT (formerly Thomson Reuters)
- 2000 - 2006 Service Manager @ BetaNXT (formerly Thomson Reuters)
- 1999 - 2000 Client Relations Group Manager @ UMB Fund Services (formerly known as Sunstone Financial Group)
- 1996 - 1999 Client Relations Manager @ UMB Fund Services (formerly known as Sunstone Financial Group)
- 1994 - 1996 Custody Operations Analyst @ U S Central Credit Union
- 1993 - 1994 Custody Unit Manager @ State Street Global Services (formerly known as Investors Fiduciary Trust Compan
Rob Mortensen Education
- University of Nebraska-Lincoln1983 - 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
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 1 mobile phone numbers on RocketReach.
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