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3D Asset Management Elevates Service Infrastructure with Three Promotions
Continued Growth at 3D Requires Two New Positions for Higher Level of Service to Clients
By: PR Newswire
Jan. 4, 2013 10:43 AM
EAST HARTFORD, Conn., Jan. 4, 2013 /PRNewswire/ -- 3D Asset Management, Inc., an investment manager that specializes in managing a comprehensive range of Global ETF asset allocation portfolios for retirement plans and individuals, announced the promotion of three members of the firm's management team.
Sheryl O'Connor has been named Chief Operating Officer, a newly created position, where she will oversee all middle- and back-office operations for the firm's growing group of retirement plan lines in addition to her former responsibilities of overseeing the Turnkey Asset Management line of business. Previously, Ms. O'Connor served as Manager of Operations for the firm since its inception in 2006. Ms. O'Connor has folded in relationships with key retirement plan partners including Ascensus, Cambridge Retirement Solutions, Mid Atlantic Capital Group and Verisight.
"Sheryl has been an integral member of our executive team," said John O'Connor, president of 3D Asset Management. "Her expertise with the management of our operations across all lines of business will become even more critical as our company expands through new initiatives and distribution channels."
As a member of the 3D's executive team reporting to the president, Ms. O'Connor will help set the firm's strategic direction and priorities. She will continue to manage special projects for 3D, a strength she used extensively as a Program Manager at The Hartford and MassMutual prior to helping found 3D in 2006.
Lauren Handville succeeds Ms. O'Connor in the position of Operations Manager, a promotion from her former position of Operation Analyst. As Operations Manager, she will report to Ms. O'Connor and manage the staff and activities in the firm's middle and back office. Ms. Handville has been with 3D since 2010.
In a second newly-created position, Thomas O'Connor, AIF® was appointed as Director of Management Information Services. Mr. O'Connor joined 3D in 2009 as an Investment Analyst. This new position highlights the firm's need to build on its already highly efficient operation though the use of additional innovations and the employment of new technology tools.
Mr. O'Connor will be responsible for all of the firm's data management, communications technology, CRM customization and network services. Additionally, Tom is a member of 3D's investment management team and manages the systems that track investment performance and reporting as well as provides performance and attribution data to industry databases such as eVestment Alliance, Informa Investment Solutions and Morningstar.
According to Vince Leon, VP and National Sales Manager, "Tom has positioned 3D to be very competitive by leveraging the latest cloud computing technology such as our CRM, Salesforce.com and our Document Management System, NetDocuments."
3D Asset Management, Inc., is an independent investment manager headquartered in East Hartford, Connecticut, that offers a comprehensive series of Global Portfolios to retirement plans and individuals through advisors and consultants. Founded in 2006, 3D Asset Management delivers its investment solutions through leading broker/dealers and clearing firms. These solutions include Separately Managed Accounts, a proprietary Turnkey Asset Management Program, a Managed ETF(k)™ - Bundled ETF 401(k) Plan, Collective Investment Funds and DCIO and Sub-Advisory services.
SOURCE 3D Asset Management, Inc.
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