Account Manager Client Service

Albert T. Guinto

San Francisco, CA

********@*****.*** 415-***-**** https://www.linkedin.com/in/al-guinto Global Relationship Manager

Cross-Functional Team Leader Cross Selling & Client Service Strategic Account Manager Vendor Management Implementation & Project Management Professional Manage Service Level Agreements Series 7 & 63 Licensed Professional Experience

Create, manage and maintain global client accounts using experience, skill and communication to enhance relationship between the customer firm and supporting organizations. Recognized as outstanding client service manager and problem solver. Coordinate all aspects of sales, service and operations for investment manager clients, while maintaining margins and profitability. Proven project manager that leads teams and completes tasks within budget and on time. Strong presenter and communicator with C-level executives. A strong leader and veteran holding secret clearance on active duty. Avid Surfer and Ironman finisher. SEI Investments, San Francisco, CA 2001 – 2024

Relationship Manager

Managed 21 client relationships globally which represented over $17M in annual revenue to the Investment Managers Services unit. Primary contact for Investment Manager clients supporting financial solutions including registered funds, private funds, collective investment trusts, exchange traded funds and separately managed accounts. Cultivated partnership to understand needs and uncovered opportunities to build stronger deeper relationships.

• Retained referenceable clients by providing excellent client service. Led regular service meetings, allowing client and cross-functional teams to discuss current and upcoming projects. Meetings created camaraderie, ownership and teamwork.

• Traveled to visit clients, presenting updates and new solutions to meet needs - creating additional revenue and increasing margins.

• Owned negotiation of client agreements and re-contracts. Annually reviewed client profitability. Collaborated with internal teams to create contract strategies, creating win-win scenarios for SEI and clients. Re-contracted clients annually for millions in revenue.

• Scheduled, organized, and followed up outstanding items in order to deliver projects on time and on budget. Lead project manager for new solutions and product implementations.

• Consulted clients on new product development, business strategy and board meeting preparation. Designed sessions and provided SEI subject matter experts to review and explain new rules and next steps for investment managers.

• Volunteered on SEI Diversity Committee and Veterans support groups. Developed processes to deliver funding to community organizations, assisting non-profits in budgets and focus.

• Assisted sales team with presentations for prospects as the subject matter expert for implementations and conversions. Used experience to consult on multi-manager investment solutions and successfully converted multiple complex projects.

• Provided client avenue to communicate concerns regarding relationship or project. Diplomatic temperament presented the client with acknowledgement of the issue.

• Created open communication to assist all partners to think differently and develop new options. Discovered solution for 3rd party data reporting agencies through research and questioning.

• Managed multiple annual client due diligence meetings. Planned and hosted visits and presentations for investment manager visits to SEI Campus. Organized agenda with internal teams which enabled success.

Albert T. Guinto https://www.linkedin.com/in/al-guinto Page 2 of 2 SEI Investments, Oaks, PA 1998 - 2001

Account Director - Monitored clients daily operations in custody, transfer agent systems, accounting and administration.

U.S. Navy, San Diego, CA 1993 - 2001

Navy Lieutenant - Managed logistical teams for various global military functions. Education

Master of Business Administration (MBA), San Francisco State University, San Francisco, CA Bachelor of Arts (BA), Mathematics, Boston University, Boston, MA FINRA Licenses, Series 7 and 63

Community Service

Muttville Senior Dog Rescue, San Francisco - Volunteer NICSA West Coast Regional Committee – Co-Chairman

Buchanan Street YMCA, San Francisco - Board Adviser Chairman Leukemia & Lymphoma Society’s Team in Training Triathlon - Program Coach Project Open Hand, San Francisco - Board Member

Boston University Bay Area Alumni - Leadership Committee Member

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