3D Asset Management is giving its operations team a boost with a series of promotions.
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, O’Connor served as manager of operations for the firm since its inception in 2006.
“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,” stated John O’Connor, president of 3D Asset Management.
Lauren Handville succeeds O’Connor in the position of Operations Manager, a promotion from her former position of operation analyst.
In a second newly-created position, Thomas O’Connor, was appointed as director of management information services, responsible for all of the firm’s data management, communications technology, CRM customization and network services. O’Connor joined 3D in 2009 as an investment analyst.
"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," stated Vince Leon, National Sales Manager at 3D.
