Skills
Investor relations, client service, relationship management, project management, sustainable investing, ESG, risk management, financial analysis, business development, capital formation, RFP, real assets, private markets, RFPio, Qvidian, Salesforce, Bloomberg, Factset, Preqin, Microsoft Suite
About
Senior Relationship Manager with nearly two decades of experience in financial services across asset classes including specialized expertise in hedge funds, private equity infrastructure, multi-asset and sustainable investment. Results oriented and versatile with demonstrated success in developing partnerships across institutional and retail channels. Extensive skillset in project management, proposal marketing, and high-touch client engagement.
A strategic leader and high performing team player with an exceptional record of proven client service and relationship building skills across public and private markets, Brenda is dedicated to identifying and maximizing opportunities to accelerate growth, increase revenues and provide customized solutions to investors. She is a seasoned CFA charterholder with a diverse background and investment expertise in risk management and performance analysis.
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