- BMO Financial Group (New York, NY)
- …portfolio and business needs. + Initiates contact with partners for new client sales . + Directly manages a diverse portfolio of private and middle market companies ... sources to enable more efficient processes, enhanced analysis and/or streamlined reporting . + Provides direction and feedback to Analysts; accountable for… more
- Publicis Groupe (New York, NY)
- …concerns. + Team Leadership: Oversee, coach, and mentor a Costa Rica-based analyst team, developing their skills and holding them accountable to performance metrics. ... + Communication & Collaboration: Work closely with internal departments including Sales , Revenue Operations, Account teams, Billing, and Legal to align actions,… more