A possible rewritten summary is:
As a Regional Investment Consultant at Thrivent Asset Management, I leverage my 20+ years of financial services experience to provide sales and marketing support to financial advisors and RIA’s throughout the West. I help them grow their business, serve their ...
more
A possible rewritten summary is:
As a Regional Investment Consultant at Thrivent Asset Management, I leverage my 20+ years of financial services experience to provide sales and marketing support to financial advisors and RIA’s throughout the West. I help them grow their business, serve their clients, and achieve their goals with Thrivent’s mutual funds, ETFs, and managed accounts.
My passion is to be a trusted partner and a facilitator of best practices, business-building strategies, client implementation strategies, practice management strategies, sales strategies, and strategic guidance. I also bring extensive knowledge of territory and relationship management and diverse expertise in asset management, investment, insurance, real estate, and alternative products. In my previous roles, I have successfully marketed and distributed AI research and portfolio solutions, third-party money management, private equity, and other innovative solutions across the asset allocation spectrum.
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