Leslie Oliversen

Strategic Account Manager, Regional Investment Director Four Corners & Central Region at Madison Investment Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Madison, Wisconsin, United States, US

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Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Strategic Account Manager, Regional Investment Director Four Corners & Central Region
      • Sep 2018 - Present

    • Regional Associate, Investment Specialist
      • Jun 2015 - Present

      - Provide proactive outbound product and sales support to financial advisors via telephone and webinars on Madison investment products.- Maintain and build relationships with existing and new financial advisors to maintain and grow market share.- Maintain the CRM system, which includes adding leads, prospects and sales activities- Complete RFPs and DDQs in a deadline driven environment- Proficient in Morningstar

    • Regional Sales Associate
      • Mar 2011 - Present

      - My primary focus is providing excellent support to Madison's national account and advisory sales teams.- Complete RFPs and DDQs in a deadline driven environment- Update investment databases- Run competitive analysis Licenses: Series 6, 63 & 65

    • United States
    • Staffing and Recruiting
    • 700 & Above Employee
    • CSA
      • Aug 2010 - Mar 2011

    • United States
    • Higher Education
    • 700 & Above Employee
    • Campus Visit Coordinator
      • Dec 2009 - Jul 2010

Education

  • Edgewood College
    BS, Education
    2003 - 2007

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