Jack E Lindstrom

Manager of Client Experience

With work experience over 25 years, this person is now working at Aperio Group which is based in 1241 as a Manager of Client Experience. Jack received his education from 2011 to 2011 at the Solano Community College. this professional speaks English fluently. This professional lives in Sebastopol, California. To contact with Jack, you can search for their phone or e-mail or get exhaustive info by requesting access to this professional's further details through SoftwareOfficial.
Name variants:
Jackie Lindstrom, Jacky Lindstrom, Bud Lindstrom
Last updated May 23, 2024

Contact Information

Last Update
Jul 7, 2022
Email
jl**@yahoo.com, jl**@hotmail.com, ja**@blackrock.com
Location
Sebastopol, CA

Workplace

Aperio Group, LLC
Manager of Client Experience

Sausalito, CA

Industry

Investment Management, Money Management Firm, Business Services, Investment Advice, Financial Advisory Services

Work History

Manager of Client Experience

3 Harbor Dr, Sausalito, CA 94965
Responsible for the Client Onboarding and Client Implementation teams which are in charge of coordinating new client and new platform onboarding, both internally and externally, setting up n...
from Jun 2017

Director, Head of Americas Fees Onboarding Team and Performance Fee Team

55 east 52Nd St, New York, NY 10055
Jan 2015 — Dec 2015

Director, Head of Americas Client Order Management

55 east 52Nd St, New York, NY 10055
Mar 2009 — Dec 2014

Principal, Product Manager

55 east 52Nd St, New York, NY 10055
Jul 2007 — Mar 2009

Principal, Manager - Contract Operations

55 east 52Nd St, New York, NY 10055
Mar 1998 — Jul 2007

Associate, Account Services Associate

55 east 52Nd St, New York, NY 10055
Sep 1995 — Mar 1998

Associate, Trust Operations Analyst

55 east 52Nd St, New York, NY 10055
May 1993 — Sep 1995

Associate, Production Assistant

55 east 52Nd St, New York, NY 10055
Apr 1989 — May 1993

Occupations

Executive
Manager
Director
Operations Manager

Skills

Asset Management
Management
Project Management
Leadership
Equities
Investments
Etfs
Hedge Funds
Fixed Income
Alternative Investments
Mutual Funds
Financial Analysis
Business Analysis
Asset Allocation
Customer Service
Bloomberg
Contract Negotiation
Portfolio Management
Risk Management
Contract Management
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