Ann Freeman

Highly accomplished Relationship Manager with a demonstrated track record of successes providing the highest level of client satisfaction. Recognized as a dependable, results oriented, organized specialist with experience in client relations, project coordination, account administration, database management and sales. Technology skills include all Microsoft Office Suite products, Smartsheet, OneNote, Salesforce, CRMoD, Confluence, and Jira.

• Managed relationships with assigned book of clients ensuring investment understanding, and satisfaction with products and services.
• Conducted annual business reviews to ensure client expectations were being met.
• Actively participated in preparation of client proxy meetings, dividend payments, and other client company events, including secondary offerings, private placements, or other corporate actions.
• Responded to inquiries in a timely manner, identifying and resolving areas of concern raised by clients.
• Interacted with internal departments to ensure client needs were effectively handled.
• Managed multiple projects ensuring timely communication with all levels, through implementation.
• Provided research and analysis based on the client’s needs or project requirements.
• Summarized and presented new products and services.
• Scheduled and conducted weekly and monthly update calls with clients.
• Developed, updated, and maintained company documents, including Employee handbook and Code of Conduct.
• Managed all accounting, including payroll, accounts payable, and accounts receivable for each client. • Directed all compliance, including quarterly and yearly tax filings.
• Provided competitive intelligence, data analysis, and researched leads for inside sales.
• Traveled to clients’ annual shareholder meetings and acted as the inspector of elections.
• Monitored company performance against service level agreements and identified potential issues.
• Collaborated with internal departments to ensure client needs were fulfilled effectively.
• Analyzed and identified opportunities to improve client profitability and revenue.
• Educated clients on company products and services including ESPP, restricted stock administration and other product offerings and initiatives.
• Ensured collection of receivables in accordance with company guidelines.
• Negotiated contracts effectively and ensured client profitability.

American InterContinental University - Business Administration

SMU School of Engineering & Applied Sciences / Lyle School of Engineering ORACLE Database Administration, UNIX System Administration, Shell Programming, Network Administration