
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.
united states
minneapolis
financial services
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

financial advice sales consultant
ameriprise financial services, inc.

vp, national account manager
franklin templeton investments

senior product manager - mutual funds
ameriprise financial services, inc.
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.

director, national account manager
legg mason
Responsible for managing and growing strategic partnerships with key financial intermediary relationships.

senior relationship manager
bny mellon
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
marketing
linda wu's Contact Information
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