linda wu

linda wu

vp, national account manager

About

A strategic, results-oriented relationship manager with broad experience across a variety of disciplines. Proven relationship building, leadership, strategic planning and project management skills.

Country

united states

City

minneapolis

Industry

financial services

Skill

strategy, relationship management, mutual funds, management, business development, financial services, asset managment, broker dealer, leadership, asset management, finance, investments, strategic planning, uniform combined state law

Experience

ameriprise financial services, inc.

financial advice sales consultant

ameriprise financial services, inc.

2006-12 - 2009-12 · 3 yrs 1 mo
franklin templeton investments

vp, national account manager

franklin templeton investments

2020-8 - Present · 6 yrs 2 mos
ameriprise financial services, inc.

senior product manager - mutual funds

ameriprise financial services, inc.

2009-12 - 2014-3 · 4 yrs 4 mos

Relationship Management – Proven success in managing relationships to drive results. Development and maintenance of internal and external key partner relations, in particular mutual fund firms, relevant functional internal business partners, advisors and field leadership. Demonstrated customer service attitude and proven follow-through. Product Management – Ongoing management of mutual fund offering for the broker-dealer, supporting managed accounts and brokerage sales of mutual funds, and the Clearing broker-dealer. Support business development and product strategy designed to enhance the product offering and processes to deliver a competitive and profitable product set to optimize value for clients, advisors, and shareholders.

legg mason

director, national account manager

legg mason

2018-3 - Present · 8 yrs 7 mos

Responsible for managing and growing strategic partnerships with key financial intermediary relationships.

bny mellon

senior relationship manager

bny mellon

2014-3 - 2018-3 · 4 yrs 1 mo

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of Dec. 31, 2014, BNY Mellon had $28.5 trillion in assets under custody and/or administration, and $1.7 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com, or follow us on Twitter @BNYMellon.http://www.bnymellon.com/legal/index.html#social

Education

university of minnesota - carlson school of management

university of minnesota - carlson school of management

marketing

2001-1 - 2005-1 · 4 yrs 1 mo

linda wu's Contact Information

Email

******@***.com

Phone

(**) *** ****

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