Lee Bonios
LP
Proven leader in the asset management industry with a strong track record in client relationship management, operations, team leadership, and client service. Known for a leadership style characterized by collaboration, creative thinking, client centralism, and execution. Broad and deep experience in strategic account client service, distribution and middle office operations. Demonstrated ability to execute business results in a variety of roles. Adaptable talent with successful results in client services & reporting. Incorporate diverse finance industry experience and expertise to cultivate and manage long-term productive relationships proven advantageous to increasing assets, and critical to optimizing client service.
Expertise Includes:
-Client - Prospecting/On-Boarding/Reporting & Service
-Account Planning & Governance
-Research & Analysis
-Product Coordination
-Problem - Identification/Assessment & Resolution
-Team Leadership
-Contract Negotiations
-Cost Mitigation
-Policies & Procedures
-Efficiency Enhancement