Tag Archives: Client Relationship

Charles Lynch

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2015 Philadelphia Money Manager Award Finalist: Charles Lynch, Principal, Bernstein Global Wealth Management - QUICK TIP: “From the Dalai Lama: ‘Choose to be optimistic. It feels better.’”

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Mike McCourt

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2015 Philadelphia Money Manager Award Finalist: Mike McCourt, VP, BNY Mellon Wealth Management - QUICK TIP: “Well done is better than well said.”

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Roman McDonald

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2015 Philadelphia Money Manager Award Finalist: Roman McDonald, CEO, First Genesis Financial Group - QUICK TIP: “Relationship management and building may be the most essential skill that is required in our business.”

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Erik Strid

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2015 Philadelphia Money Manager Award Finalist: Erik Strid, Principal, Concentus Wealth Advisors - QUICK TIP: “Networking is all about planting seeds and getting to know people [even though] you may not have a business reason to benefit each other for 10 years.”

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Kathy Nalywajko, CTFA

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2015 New York Money Manager Award Finalist: Kathy Nalywajko, CTFA, Principal, 1919 Investment Counsel - QUICK TIP: “Quack, quack, let it roll off your back. I actually have a rubber duck for my team, and whoever is having the toughest time gets the rubber duck on their desk to remind them to let it roll off their back.”

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Elise Simon

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2015 New York Money Manager Award Finalist: Elise Simon, Client Manager, Bank of America Merrill Lynch - QUICK TIP: “Always go above and beyond for your clients. Fight for the needs of your clients and be relentless in making sure they get what is best.”

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Chris Lehnes

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2015 New York Money Manager Award Finalist: Chris Lehnes, SVP, Loan Originations, Gibraltar Business Capital - QUICK TIP: “When dealing with customers and referral sources, always be prompt and prepared, and most importantly, stay inquisitive.”

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Betty Reiff

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2015 New York Money Manager Award Finalist: Betty Reiff, VP/Commercial Leasing, Shore Community Bank - QUICK TIP: “Bankers can all provide money. It is the type and level of service to our customers that distinguishes one from the other.”

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David S. Bagatelle, CPA

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2015 New York Money Manager Award Finalist: David Bagatelle, President, New York Metro Markets, Sterling National Bank - QUICK TIP: “Each client should receive personalized service and an extraordinary relationship experience.”

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Albert J. Zdenek Jr., CPA, PFS

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2015 New York Money Manager Award Finalist: Albert Zdenek, President and CEO, Traust Sollus Wealth Management - QUICK TIP: “People do not wish to know what you know until they know that you care. They wish to know why you do what you do, not just how and what.”

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