Leslie Oliversen
Strategic Account Manager, Regional Investment Director Four Corners & Central Region at Madison Investment Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Madison, Wisconsin, United States, US
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Experience
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Madison Investments
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United States
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Investment Management
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1 - 100 Employee
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Strategic Account Manager, Regional Investment Director Four Corners & Central Region
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Sep 2018 - Present
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Regional Associate, Investment Specialist
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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
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Regional Sales Associate
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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
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Aerotek
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United States
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Staffing and Recruiting
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700 & Above Employee
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CSA
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Aug 2010 - Mar 2011
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University of South Dakota
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United States
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Higher Education
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700 & Above Employee
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Campus Visit Coordinator
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Dec 2009 - Jul 2010
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Education
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Edgewood College
BS, Education
Community
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