William Baltrus
Senior Client Relationship Manager at Global Services | Norristown, Pennsylvania, United States
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William Baltrus is a seasoned Senior Client Relationship Manager at Global Services, where he leverages his extensive expertise in data operations and product management to drive exceptional client experiences in the financial services sector. With a robust background in investment management and Software as a Service (SaaS), William is adept at navigating the complexities of the financial landscape, ensuring that clients with over $30 million in annual revenue receive tailored solutions that meet their unique needs.
In his current role, William is deeply involved in all facets of service delivery, including Transfer Agency, Technology, Administration, Custody, and Fund Accounting. His comprehensive understanding of these critical areas enables him to foster strong executive relationships and develop effective staffing plans that align with client objectives. By employing a strategic approach to product lifecycle management and feature prioritization, he consistently enhances service offerings, driving both revenue and profitability while simultaneously reducing operational costs.
William’s expertise extends to portfolio management and asset allocation, where he utilizes his proficiency in Salesforce.com to streamline processes and improve client engagement. His leadership skills are instrumental in guiding cross-functional teams to achieve excellence in service delivery, ensuring that clients not only meet but exceed their financial goals. As a thought leader in the industry, William Baltrus continues to innovate and adapt, positioning Global Services as a trusted partner in navigating the evolving financial services landscape.
Senior Client Relationship Manager at Global Services in March 2021 to Present
Vice President at Investment Metrics in November 2011 to March 2021
Head of Fund Administration at Aberdeen Asset Management in November 2007 to July 2011
Head of Operations at ABERDEEN ASSET MANAGEMENT Inc. (formerly NWD Investments) in November 2007 to July 2011
Vice President of Administration at NWD Investments in August 2000 to November 2007
Vice President at Gartmore Global Investments in January 2000 to January 2007
Vice President of Administration at NATIONWIDE FUNDS / GARTMORE INVESTMENTS in January 2000 to January 2007
Relationship Manager at PFPC in January 1999 to January 2000
Relationship Manager at First Data Corporation in January 1996 to January 1999
VP at Fund Plan Services in January 1990 to January 1998
VP at Fund Plan Services in January 1990 to January 1998
VP at Fund Plan Services in January 1990 to January 1998
Account Manager at Fund Plan Services in January 1990 to January 1997
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Spreadsheets
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Analyze Information
Business Solution
Staffing Plans
Customer Engagement
Executive Relationships
Relationship Development
Key Account Management
Product Management
Business Intelligence (BI)
Product Launch
Data Visualization
Financial Services
Product Lifecycle Management
Vendor Management
Data Analysis
Investment Management
Mutual Funds
Alternative Investments
Portfolio Management
Hedge Funds
Mergers & Acquisitions
Asset Management
Securities
Marketing
Asset Allocation
Investor Relations
Operations Management
Bloomberg
Salesforce.com
SQL
Software as a Service (SaaS)
Leadership
Team Building
Data Products
Feature Prioritization
Product Strategy
Product Vision
Distribution Strategies
Fund Accounting
Transfer Agency
Fund Administration
ETFs
RFP
Fund Of Funds
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Discover more about Global ServicesWhat is William Baltrus email address?
Email William Baltrus at [email protected]. This email is the most updated William Baltrus email found in 2026.
What is William Baltrus phone number?
William Baltrus phone number is +12482197493.
How to contact William Baltrus?
To contact William Baltrus send an email to [email protected]. If you want to call William Baltrus try calling on +12482197493. (updated on October 29, 2024)
What company does William Baltrus work for?
William Baltrus works for Global Services
What is William Baltrus's role at Global Services?
William Baltrus is Senior Client Relationship Manager
What industry does William Baltrus work in?
William Baltrus works in the It Services And It Consulting industry.
William Baltrus Email Addresses
William Baltrus Phone Numbers
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