Client Portfolio Development professionals in United States

Explore 444 client portfolio development professionals in United States

444people found for Client Portfolio Development

Premium Profiles

Jeffrey Blake

Talent

Experienced Sales Professional in Food & Beverage | Building Relationships & Growing Revenue | Seeking New Opportunity

Ypsilanti

Enterprise-Level Account Management$53.71M Book of Business ManagementProspecting & Business Development+10

Rufus Brown

Talent

I'm a seasoned focused collections specialist who thrives in a target driven environment consistently exceeding goals.

Charlotte

Medical billingMicrosoft OutlookCold Calling+20

David Farr

Talent

Engineering Vice President

Columbia, Richland

Ravindra Mehru

Talent

Senior Investment Banking Professional

Washington, D.C., Washington

Sector Expertise: Manufacturing, Infrastructure, Agribusiness, & ServicesTransaction Execution: Origination, Structuring, Negotiation, and ClosingFinancial & Risk Analysis+13

supervision for Development Finance Institutions (DFIs).

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José Rivera Rivera

Talent

Porter Housekeep

Mullica Hill

Portfolio ManagementRetirement Income PlanningAsset Allocation+8

Provides strategic direction for portfolio management across more than 70,000 clients. • Wrote 'Portfolio Strategy' column

Jackie Young

Talent

Entrepreneurship | Client Relationship Manager | Problem Solver| Adventurer

Reston

Event ManagementBudget ManagementMeeting Sales Goals+25

Entrepreneurship | Client Relationship Manager | Problem Solver| Adventurer

Mickale Gilbert

Talent

VP Financial Consultant

Denver

VP Financial Consultant

Wealth management professional with 10+ years of experience advising high-net-worth clients, managing portfolios exceeding

Jason Stone

Talent

Business and Sales Leader

Richardson

Strategic planningData analysisDebt management+9

• Provided expert advice on mortgage products tailored to client needs • Managed a portfolio of high net worth clients,

Amanda Phillips

Talent

Senior Customer Success & Account Manager with 20 Years of Experience

Austin

Customer Relationship/Lifecycle ManagementAccount Portfolio ManagementCustomer Retention & Contract Renewals+17

Senior Customer Success & Account Management leader with 20+ years of experience managing enterprise portfolios and driving

Benjamin Becker

Talent

Associate Attorney

Overland Park

Legal ResearchLegal WritingLegal Consultation+7

, protection, enforcement, and growth • Perform reviews of trademark portfolios • Manage domestic and international trademark

Rebecca Barton

Talent

Brand Ambassador & Freelance Marketing consultant

Boston

Brand Ambassador & Freelance Marketing consultant

of activation for social media and client portfolio Food Service Crew Member at Wildcatessen (2014-01 – 2018-12) Crew Member

Bri Bradley

Talent

Founder-Operator | CPG Leader | Leadership & Strategy

Denver

Omnichannel Growth StrategyRevenue ForecastingP&L Ownership & Margin Optimization+8

Experience with full P&L ownership, leading brand strategy, portfolio expansion, and product innovation from concept to shelf

Dylan Boon

Talent

Communication Student @ Santa Clara University

San Jose, Santa Clara

DescriptMicrosoft WordPowerPoint+5

Production Intern at iHeart Media (2025-06 – 2025-08) the leading audio company in the US • Developed and edited content

Nawaf Aljanabi

Talent

Executive Operations | EA & PA | Chief of Staff

Los Angeles, Los Angeles

Financial ModelingExcel ModelingLBO Analysis+34

feasibility across $200M+ real estate portfolio • Increased portfolio occupancy rates by 11% by analyzing operational metrics

Amanda Shellenberger

Talent

Producer, Coordinator

Wilkes-Barre, PA

Project ManagementOrganizationCommunication+13

on 5-10 simultaneous projects with budgets ranging from $25K–$200K • Managed project budgets and reconciled P&L across a portfolio

Paulina Locicero

Professionally certified, 7-time certified résum, LinkedIn, content writer

Vero Beach South$14/hour

Hire their servicesResume Writing Serviceslinkedin strategistcontent writer+11

Artificial Intelligence / Machine Learning (AI/ML)Career Branding & PositioningLinkedIn Profile Writing+13

Proven record delivering 98% on-time client work with a 95%+ satisfaction rate across freelance, remote, and corporate settings

Jala Bennett

Talent

Budding film professional and event manager

Washington, D.C.

Film DirectingWritingEditing+17

. • Meeting with clients to ensure their event is planned according to their wishes • Bartending and building specialty cocktails

Rj Harvey

Talent

Real Estate, Construction & Community Development Consultant

Memphis, Shelby

LeadershipStrategic PlanningExecutive Presentations to KPI+30

Real Estate, Construction & Community Development Consultant

Lisa Kazempour

Talent

HR Administrator

Sun City West, AZ

Compliance Document ManagementLMS AdministrationOnboarding & Orientation+21

Supported HR Business Partners across a multi-client PEO portfolio serving companies in multiple states. • Created and customized

Vanessa M Hill, MSHS, CCRC, CIP

Talent

Clinical Research Operations & Compliance Leader

Cary

Multisite Clinical Operations LeadershipEnterprise Governance & Portfolio OversightRegulatory Compliance (ICH-GCP, FDA, OHRP, HIPAA)+13

Senior clinical research operations and compliance executive with 23+ years of experience leading multisite clinical trial portfolios

Trevor McGarry

Talent

Banking and Marketing Professional

Grand Rapids

Banking and Marketing ProfessionalFiservdata pipeline+7

Additional endeavors have included developing marketing campaigns for a start-up with connections to the Nashville

Jason Spencer

Talent

CIO / CTO / SR IT Executive - Technology and Business Transformation Expert

Houston

Digital Transformation & Strategic SourcingEnterprise Risk, Governance & ComplianceCloud Management (SaaS / PaaS / IaaS)+15

Fractional CIO / CTO | Technology Strategy & Transformation Leader at Multiple Clients (2024-01 – Present) Provide executive-level

Marcus “Crow” Crowell

Talent

Sports tech developer/Recruiter/Sales Trainer

Dallas, Dallas$15/hour

Hire their servicesrecruiterteam leadersales trainer+2

Sports tech developer/Recruiter/Sales Trainer

Tetiana Bilyk

Talent

Advertising Sales Manager

Spartanburg, Spartanburg$35/hour

Hire their servicesadvertising sales managersales professional

•⁠ ⁠Managed client portfolio, negotiated contracts and ensured client satisfaction with customized advertising solutions

Top locations

New York City34 Houston13 Chicago10 Los Angeles8 Boston6 San Antonio5 Atlanta4 Austin4 Miami4 Tampa4 Boise3

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Naeem Amour

Talent

Strategic business professional with 3+ years of experience in financial services, operational analysis, and cross‑functional execution. Skilled at identifying performance gaps and generating data‑driven insights that strengthen decision‑making and performance

Kendall Park

ExcelPowerPointBloomberg Terminal+12