About The Author

Rob Trower

About Rob Trower

A member of the Boston Financial team for nearly 30 years, Rob he has held several leadership positions within the organization that include call center, transaction processing, quality and technology teams. He has worked with a variety of investment products including real estate investment trusts, closed-end, offshore, retail and institutional funds. Most recently, he was responsible for all of Boston Financial’s client-specific processing, institutional servicing, adjustments and NSCC business units. In this role, Rob was responsible for enhancing the units with a focus on technology, associate development, standardized processes, improved service delivery and business continuity planning. Throughout his tenure, Rob has consistently been focused on client engagement. In his current role, he co-leads Boston Financial’s relationship management program. The relationship management team is responsible for over 90 client relationships representing over one-third of the U.S. mutual fund industry assets. In this role, Rob is responsible for overall client satisfaction, expanding existing relationships, identifying industry issues and trends, evaluating the implications to our clients and working to identify solutions to meet client needs. Rob has a BA in Business Administration from the University of Northern Iowa.

Category: Compliance, Conferences and Events

Resources to Help You Prepare for ICI GMM

Counterterrorism, global information security, global economic outlook – all are potential forces affecting the U.S. mutual fund industry, and all big topics being addressed at this year’s ICI General Membership…

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