Sharon Magner
Director, Divisional Administrative Director at Rockefeller Capital Management | Bridgewater, New Jersey, United States
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Sharon Magner serves as the Divisional Administrative Director at Rockefeller Capital Management, where she plays a pivotal role in optimizing operational efficiency and enhancing advisor productivity within the Rockefeller Global Family Office (RGFO). With extensive experience in the financial services sector, Sharon leverages her expertise in client services and administration to streamline processes that drive business growth. Her commitment to excellence is reflected in her ability to manage high-stakes relationships, ensuring that each client receives tailored solutions that align with their unique financial goals.
At Rockefeller, Sharon is actively involved in key projects that focus on improving client onboarding experiences and regulatory compliance, ensuring that all operations adhere to industry standards while fostering a culture of transparency and trust. Her strong communication skills and people management capabilities enable her to lead cross-functional teams effectively, promoting collaboration and innovation throughout the organization. Additionally, Sharon's proficiency in P&L analysis allows her to identify opportunities for financial improvement, further enhancing the firm's competitive edge in the market.
A champion of corporate social responsibility, Sharon is dedicated to integrating sustainable practices into the firm's operations, aligning with Rockefeller's commitment to ethical stewardship. Her strategic vision and hands-on approach empower advisors to harness the unparalleled talent and resources available at RGFO, ultimately driving client satisfaction and loyalty. As she continues to navigate the complexities of the financial landscape, Sharon remains focused on delivering exceptional value to clients and stakeholders alike, solidifying her reputation as a leader in the industry.
Director, Divisional Administrative Director at Rockefeller Capital Management in May 2019 to Present
Business Director - Advisor Productivity at Rockefeller Capital Management in November 2022 to Present
Sr. Registered Client Service Associate at UBS in July 2015 to April 2019
Associate Administrative Manager/Complex Supervisory Officer at UBS in July 2011 to April 2019
Administrative Manager at J.P. Morgan in June 2010 to July 2011
Senior Complex Service Manager at Morgan Stanley in February 2008 to June 2010
Divisional Director's Assistant at Morgan Stanley in September 1999 to February 2008
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Philanthropy
Employer Branding
Social Impact
Business Relationship Management
Interpersonal Communication
Corporate Social Responsibility
Employee Engagement
Presentation Skills
English
Communication
Practice Management
Meeting Planning
People Management
Human Resources
Office Administration
Management
Talent Acquisition
P&L Analysis
Employee Training
Staff Development
FINRA Licenses: 7, 9, 10, 63, 65
Client Services
Administration
Client Onboarding
Recruit Transition
Regulatory Compliance
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Discover more about Rockefeller Capital ManagementWhat is Sharon Magner email address?
Email Sharon Magner at [email protected] and [email protected]. This email is the most updated Sharon Magner email found in 2026.
What is Sharon Magner phone number?
Sharon Magner phone number is +13032998042 and +18305151317.
How to contact Sharon Magner?
To contact Sharon Magner send an email to [email protected] or [email protected]. If you want to call Sharon Magner try calling on +13032998042 and +18305151317. (updated on October 29, 2024)
What company does Sharon Magner work for?
Sharon Magner works for Rockefeller Capital Management
What is Sharon Magner's role at Rockefeller Capital Management?
Sharon Magner is Director, Divisional Administrative Director
What industry does Sharon Magner work in?
Sharon Magner works in the Financial Services industry.
Sharon Magner Email Addresses
Sharon Magner Phone Numbers
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