Jami Cheneski

Customer Service Representative

702 followers

New Fairfield, Connecticut, United States

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Timeline
About me
Vice President, Institutional Sales & Relationship Management at State Street Global Advisors
Education
- Cornell University
  -
  Bachelor’s Degree
- Fairfield University
  -
  Master of Business Administration (MBA)
Experience
- JPMorgan Chase & Co.
  Jan 1996 - Jan 1998
  Customer Service Representative
- GE Asset Management
  Jan 1998 - Jan 1999
  Senior Securities Representative
- GE Asset Managerment
  Jan 1999 - Jan 2001
  Assistant Manager, Mutual Funds
- GE Asset Management
  Jan 2001 - Jan 2016
  Led US Defined Contribution sales effort by marketing GEAM’s institutional strategies to corporate and public plan sponsors, consultants, and recordkeepers. Leveraged internal resources by coordinating business expansion with institutional sales, relationship management, and consultant relations teams. Managed all sales-related materials including new business and client review presentations, RFP responses, and competitive analysis. Excellent skills in creating long term strategic relationships. Show less -Relationship Manager for GE’s largest DC plan (“RSP”). Led projects to evaluate defined contribution communication strategy, recommended plan design and investment lineup enhancements, operationalized new investment options (including custom target date funds), implemented investment policy statement, complied with current and future regulations and facilitated investment committee meetings with senior leaders.-Proactively managed 15 DC client relationships. Developed relationships and shared best practices with plan sponsors, investment committees and consultants, including performing investment reviews and appropriately positioning GEAM investment products. Oversaw the investment consultant. Assisted plans in conducting RFPs and selecting service providers (e.g. record keepers, investment consultants). Show less
  - Vice President, Defined Contribution Sales Leader
    Jan 2014 - Jan 2016
  - Vice President, RSP and Affiliate Investment Programs
    Jan 2010 - Jan 2014
  - Quality - Black Belt
    Jan 2007 - Jan 2010
  - Senior Relationship Manager
    Jan 2001 - Jan 2007
- State Street Global Advisors
  Jan 2016 - now
  Vice President, Institutional Sales & Relationship Management at State Street Global Advisors
Licenses & Certifications
- Series 30
  FINRA
- Series 63
  Financial Industry Regulatory Authority (FINRA)
- Series 3
  FINRA
- Series 7
  Financial Industry Regulatory Authority (FINRA)
- Lean Six Sigma Black Belt (ICBB)
  GE
  Jan 2009