marc pinsky

client services manager

About

A highly motivated executive within financial services and financial technology industries. Extensive experience in business development, client management/customer success, project management, accounting and operations covering Equity, Fixed Income, Private Equity, Real Estate & Hedge Fund asset classes. Proven success managing client relationships, accounts, and complex implementations. Very creative, recognized as a results-oriented and solution-focused individual.

Country

united states

City

merrick

Industry

financial services

Skill

private equity, financial services, hedge funds, investments, alternative investments, crm, management, vendor management, alternative assets, investor relations, relationship management, banking, operations management, customer relationship management, strategy, venture capital, investment management, client services, manage client relationships, software implementation, fund of funds, software development life cycle, back office operations, portfolio management, finance, financial software implementation, leadership, business process improvement, business development, project management, troubleshooting, microsoft office, customer service, key client relationships, financial technology, post sales support, software as a service, interpersonal skills, csm, back office, securities, agile project management

Experience

business development manager

koger inc

2017-9 - 2018-2 · 6 mos

KOGER® provides robust, scalable, and customizable solutions to the financial industry. For more than two decades, KOGER® has led the industry with applications for the administration of hedge and pension funds. Our focus on developing solutions that make complex processes easy to manage sets us apart from other software providers.

customer success manager

efront

2016-1 - 2016-11 · 11 mos

eFront is the leading software provider of solutions dedicated to the financial industry with recognized expertise in Alternative Investments and Risk Management. eFront’s solutions serve major companies in the Private Equity, Real-Estate Investment, Banking, and Insurance sectors.

manager, investment operations

performance equity management, llc

2004-11 - 2012-2 · 7 yrs 4 mos

assistant vice president and client service officer

j.p. morgan

2000-1 - 2004-1 · 4 yrs 1 mo

assistant treasurer

jpmorgan chase & co.

1997-1 - 1999-1 · 2 yrs 1 mo

client services manager

broadridge

2018-3 - Present · 8 yrs 7 mos

vice president and senior client services manager

jpmorgan chase & co.

2013-7 - 2015-12 · 2 yrs 6 mos

Senior client services account manager covering Hedge, Hybrid and PE Managers. Responsible for overall client satisfaction, driving change through out the organization, manage client expectations and holding formal service reviews.

product owner

sungard investran

2012-7 - 2013-5 · 11 mos

Successful private equity investing demands the ability to analyze, manage and disseminate reams of qualitative and quantitative data. Investran is an integrated front-to-back solution suite that meets these needs by helping improve business efficiencies to facilitate collaboration, support deal flow and automate accounting. Firms rely on Investran’s integrated capabilities to help meet their needs in the entire investment life-cycle, including relationship management, reporting, monitoring, accounting, fund raising and deal pipeline management. The Investran Accounting, Investran CRM and SunGard DX products work in harmony to connect front- and back-office processes providing customizable deal flow and investor relation capabilities Offers centralized portfolio and partnership transaction processing Helps streamline front-office investor relations workflow Brings stakeholders together for communication and document management Deploys scalable technology supported by extensive, worldwide technical resources Generates standard or user-defined reports with drill-down capabilities