Bachelor of Science (B.S.) Cum Laude, Business Administration and Management, General @
Indiana Wesleyan University
About:
Results-oriented Institutional Relationship Manager with over 20 years experience developing, retaining and deepening relationships. Comprehensive background in retirement and financial services, and a solid track record of providing thought-leadership to drive revenue, cross-sell, maximize efficiencies and increase profitability. Successful history of effective team leadership, project management, and strategic and tactical planning and execution to consistently meet or
Results-oriented Institutional Relationship Manager with over 20 years experience developing, retaining and deepening relationships. Comprehensive background in retirement and financial services, and a solid track record of providing thought-leadership to drive revenue, cross-sell, maximize efficiencies and increase profitability. Successful history of effective team leadership, project management, and strategic and tactical planning and execution to consistently meet or exceed individual and organizational goals and objectives.
Vice President @ From October 2013 to Present (2 years 3 months) Baltimore, Maryland AreaManaging Director @ From December 2006 to September 2013 (6 years 10 months) Indianapolis, Indiana AreaRetirement Counselor @ From December 2005 to December 2006 (1 year 1 month) Indianapolis, Indiana AreaSenior Relationship Manager @ From November 2003 to December 2005 (2 years 2 months) Director, Institutional Sales - Public Funds @ From October 2001 to November 2003 (2 years 2 months) Cincinnati AreaMarketing Coordinator @ From April 2001 to October 2001 (7 months) Cincinnati AreaMarketing Director @ From April 2000 to April 2001 (1 year 1 month) Greater Detroit AreaMarketing/Quantitative Analyst @ From March 1996 to April 2000 (4 years 2 months)
MBA, Business Administration and Management, General @ Purdue University - Krannert School of Management From 2011 to 2013 Bachelor of Science (B.S.) Cum Laude, Business Administration and Management, General @ Indiana Wesleyan University Sharon Byrd, MBA is skilled in: Series 7, Series 65, Series 63, Strategy, 401k, Mutual Funds, Management, Retirement, Asset Allocation, Retirement Planning, Securities, FINRA, Alternative Investments, Investment Advisory, Investments
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