3D Asset Management Elevates Service Infrastructure with Three Promotions
Continued Growth at 3D Requires Two New Positions for Higher Level of Service
EAST HARTFORD, Conn., Jan. 4, 2013
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
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
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,
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.
Contact: Christine Cortezi, +1-443-279-2019, firstname.lastname@example.org
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