Jody Eisch

Jody Eisch

About Jody Eisch

Jody Eisch is a Relationship Manager with extensive experience in data analytics and organizational change management. He has worked at Performance Trust Capital Partners since 2018 and has held various roles in the financial services industry since 1989.

Current Role at Performance Trust Capital Partners

Jody Eisch has been serving as a Relationship Manager at Performance Trust Capital Partners since 2018. In this role, Eisch is responsible for managing client relationships and ensuring organizational readiness. Eisch's expertise in data analytics and project management contributes to the firm's ability to foster strong business partnerships across various levels, from executives to end users.

Previous Experience at Performance Trust Capital Partners

Prior to the current role, Jody Eisch worked at Performance Trust Capital Partners as the Director of Client Services - Bond Trust from 2003 to 2017. This position spanned 14 years and involved overseeing client services related to bond trust management. Eisch also served as an Independent Contractor for seven months in 2017 to 2018, further contributing to the firm's operations.

Professional Background in Financial Services

Jody Eisch has a diverse background in the financial services industry, having worked at Norwest Investment Services in various roles from 1989 to 1996. Positions included Sales Associate for Retail & Institutional and Manager of Customer Accounts. Eisch also held the role of Manager of Fixed-Income Clearance during this period. Additionally, Eisch worked at American Express as Manager of New Accounts Securities Services for six months in 1996.

Education and Skills

Jody Eisch studied at Hennepin Technical College, where a focus on Banking Occupations was achieved from 1983 to 1984. Eisch possesses strong analytical skills, particularly in using Excel and Bloomberg for data analysis. Expertise includes guiding organizations through change and developing process improvements, which has been demonstrated throughout Eisch's career.

Consulting Experience

Eisch has experience as an Independent Consultant at SS&C Technologies for five months in 2002 to 2003. This role involved providing consulting services in Edina, MN, and contributed to Eisch's understanding of data analytics and audit processes, including OTTI and SAS70/SOC1 audits.

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