See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

AS

Anne Steer

Head of Distribution at Congress Asset Management
Intro Book
Anne Steer, a seasoned executive with 8+ years of experience in executive management, outsourcing, marketing, and strategy, holds an MBA from the University of Chicago Booth School of Business and a BA in History from Mount Holyoke College.
  • Claim this Profile
Location
Weston, Massachusetts, United States, US
Skills
  • Executive Management
  • Outsourcing
  • Marketing
  • Capital Markets
  • Business Strategy
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Anne Steer is a seasoned executive with extensive experience in capital markets, business strategy, and relationship management. As Head of Distribution at Congress Asset Management, she developed and executed the firm's distribution strategy for institutional and intermediary clients, driving growth and client satisfaction. Steer has also held senior roles at Value Management, LLC, and State Street, where she built and managed high-performing teams, and drove business growth through strategic planning and relationship management. A holder of an MBA from The University of Chicago Booth School of Business and a BA in History from Mount Holyoke College, Steer brings a unique blend of business acumen and strategic thinking to her executive leadership roles. Throughout her career, Steer has demonstrated a proven track record of driving business growth, improving client satisfaction, and developing and executing strategic plans. Her expertise spans multiple industries, including capital markets, asset management, and financial services. Steer is a skilled relationship manager and strategist, with a talent for building and maintaining strong relationships with clients, partners, and teams. Steer's experience has equipped her with a deep understanding of the financial services industry, including market trends, regulatory requirements, and best practices in business development, sales, and client management. With her strong educational foundation and extensive industry experience, Steer is well-positioned to drive business growth and success in her next executive leadership role.

Experience

  • Congress Asset Management
    • Boston, MA
    • Head of Distribution
      • Nov 2015 - Present
      • Boston, MA

      Head of sales, client service and marketing with responsibility for developing and executing the firm's distribution strategy for institutional and intermediary clients.

  • Value Management, LLC
    • Consultant
      • Dec 2014 - Nov 2015

      Specialize in helping organizations to revitalize their market strategy and transform sales and client management into high performing, client focused teams.Engaged by a biotech firm to develop a proactive, disciplined plan for managing and expanding partner alliances.

  • TrustFort LLC
    • Woburn, MA
    • Chief Strategy Officer and Chair of the Advisory Board
      • Jul 2012 - Dec 2014
      • Woburn, MA

      TrustFort is a software as a service company that provides high quality investment grade data and transparency of assets irrespective of location to broker dealers and advisors.

  • Dwight Asset Management
    • Burlington, VT
    • Head of Sales, Relationship Management, Product and Marketing
      • Dec 2010 - May 2012
      • Burlington, VT

      Dwight is an institutional fixed income asset management business with a specialty in stable value. Dwight was sold to Goldman Sachs in May, 2012.

  • Fidelity Investments
    • Head of Relationship Management
      • 2004 - 2009

      Head of relationship management for independent, bank, insurance and institutional broker dealers for National Financial, a leading provider of clearing services to broker dealer firms across the United States. Responsible for the revenue, profitability and client satisfaction for National Financ...

  • State Street
    • Managing Director and Head of Sales and Client Management
      • 1987 - 2003

      State Street is a global provider of financial services to institutional investors. -Built the foreign exchange business for Capital Markets which grew from a small trading service for corporations to one of the four largest trading partners for global asset managers.-Appointed one of four manag...

Education

  • The University of Chicago Booth School of Business
  • Mount Holyoke College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles