Angie Zanetis

With over a decade of sales and marketing experience, I am currently open to new opportunities. I hold the CSS certification from The Center for Sales Strategy, which attests to my skill set and knowledge in strategic guiding and client retention .

My mission is to guide and assist as an expert in my field as a trusted resource . To best support prospects and existing clients, on specifically how to navigate and overcome their challenges, with identifying the most appropriate solution for their needs. I specialize in collaborating and partnering with clients to build long-term relationships built on trust and consultative selling

A with a Bachelor’s degree in finance, accounting, business, or a related field, I bring over 10 years of performance industry experience, particularly with institutional clients. My expertise includes managing large-scale projects that successfully introduce innovative tools, technologies, and processes to enhance operational efficiency. I possess strong relationship-building skills complemented by effective verbal and written communication abilities, and my analytical skills allow me to navigate complex investment landscapes confidently. With in-depth experience in performance measurement systems and accounting systems, I have a solid understanding of investment markets, operational processes, and benchmarks. My technical proficiency extends to investment technology platforms such as Morningstar Direct, Bloomberg, First Rate, and Factset, as well as a strong command of Microsoft Office applications. I hold a CIPM, CFA, or MBA designation, which further enhances my capabilities in delivering exceptional results in the investment performance sector.

Bachelor of Science; Indiana University Bloomington