Alan Bundy work email
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Alan Bundy personal email
I am fortunate to work with some of the most successful Financial Professionals in the industry by providing expertise and the appropriate solutions needed to manage the fixed income assets for their client portfolios. Strategic Income Portfolio Solutions is a full-service solutions provider to the RIA and Broker/Dealer community serving the needs of Financial Professionals across the country specializing in fixed income asset classes and other income generating investments.Please contact me to learn how our team can support your business and address any needs that you may have. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Managed Account Services, LLC), or any non-investment related content, made reference to directly or indirectly in this site will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your (or your clients) portfolio or individual situation, or prove successful. Any content provided by third parties is for informational purposes only and no representation is made that they are accurate or complete. Due to various factors, including changing market conditions and/or applicable laws, the content of this LinkedIn Profile may no longer be reflective of current opinions and/or services offered. Securities offered through Managed Account Services, LLC Member FINRA / SIPC. Managed Account Services LLC and Strategic Income Portfolio Solutions are not affiliated. Check the background of Managed Account Services, LLC and your representative at FINRA BrokerCheck.
Strategic Income Portfolio Solutions
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PartnerStrategic Income Portfolio Solutions Apr 2016 - PresentSan Antonio, Texas AreaI work closely with Financial Professionals across the country to simplify the ongoing fixed income needs of their clients. Our firm provides portfolio construction & analysis services in addition to sourcing appropriate solutions needed to address specific needs.The goal of our team is become a trusted partner for the Financial Professionals we serve by delivering value added services, market insight, and exceptional service designed to complement their current and future business needs.
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Territory Account ExecutiveSigma Solutions, A Pivot Company Mar 2015 - Mar 2016San Antonio, Texas AreaOur practice areas include, but are not limited to, the following:Integrated Data Center Solutions Private, Public, and Hybrid Cloud IntegrationDesktop, Mobile Computing, and Collaboration ServicesApplication Infrastructure SolutionsManaged Services and IT Operations -
Regional Territory ManagerAdvisors Asset Management, Inc. Jan 2014 - Feb 2015Recruited to grow distribution and product sales for key lines of business to include UITs, Separately Managed Accounts, and Mutual Funds. Responsible for identifying solutions designed to aide financial professionals in meeting the objectives of their clients through ongoing support and consultation. -
Advisory ConsultantAdvisors Asset Management, Inc. Dec 2010 - Dec 2013San Antonio, Texas AreaWorked with Financial Professionals within the Independent Broker-Dealer and RIA communities throughout the US and specialized in fixed income, UIT, and SMA offerings. Responsible for cultivating new relationships within our existing accounts through prospecting and referrals as well as maintaining existing accounts.Consulted with Financial Professionals to assist them in managing client portfolios by providing ongoing support in the areas of portfolio construction/analysis, security selection, and investment strategy.Coordinated with key contacts at our National Account Home Offices to identify new opportunities and further develop the relationship through conference attendance, home office meetings, and ongoing education.
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Senior Vice PresidentGeiger Wealth Management, Llc Jan 2008 - Nov 2010Greater Atlanta AreaWorked with families and individuals to aide them in achieving their financial goals through ongoing consultation and understanding of their needs and objectives. Worked directly with the President of the firm to increase efficiency and profitability while exceeding the expectations of the families we served.
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Vp, National Account Sales & ServiceAdvisors Asset Management, Inc. Mar 2002 - Dec 2007San Antonio, Texas Area And San Diego, California AreaCovered several Key Accounts within the Independent Broker-Dealer and RIA channels while managing a sales team that consistently exceeded goals. Developed business plans, marketing campaigns, and sales initiatives designed to grow revenue and increase brand awareness.
Alan Bundy Skills
Alan Bundy Education Details
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Finance, General
Frequently Asked Questions about Alan Bundy
What company does Alan Bundy work for?
Alan Bundy works for Strategic Income Portfolio Solutions
What is Alan Bundy's role at the current company?
Alan Bundy's current role is Partner at Strategic Income Portfolio Solutions.
What is Alan Bundy's email address?
Alan Bundy's email address is ab****@****.us.com
What schools did Alan Bundy attend?
Alan Bundy attended The University Of Texas At San Antonio.
What skills is Alan Bundy known for?
Alan Bundy has skills like Strategic Planning, Consultative Selling, Building Effective Relationships, Referrals, Networking, Fixed Income Portfolio Management, Fixed Income Strategies, Financial Services, Model Portfolios, Fixed Income, Fixed Income Analysis, Investment Strategies.
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Alan Bundy
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