A seasoned client facing investment professional with expertise in introducing investment and business solutions to, and cultivating long-term relationships with, institutional clients, sourcing new clients, and raising capital across a range of traditional and alternative investment products.
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A seasoned client facing investment professional with expertise in introducing investment and business solutions to, and cultivating long-term relationships with, institutional clients, sourcing new clients, and raising capital across a range of traditional and alternative investment products.
- Increase firm awareness, proactively market and launch investment products and solutions, grow relationships, and increase revenue and assets utilizing strong relationship management, marketing and investment skills.
- Client focused, analytical reasoning, team work, initiative, adaptability, results driven.
- Skilled in: Investment Management, Asset Management, Fixed Income, Alternatives, and Equities, Relationship Management, Client Service, Sales, Presenting, Strategic Planning, Communications, Critical Thinking.
- Professional licenses include FINRA series 7, 24, and 63.
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