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Alan Bundy is listed as Partner at Strategic Income Portfolio Solutions at Strategic Income Portfolio Solutions, based in San Antonio, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at aam.us.com and a matched LinkedIn profile for Alan Bundy.
Alan Bundy previously worked as Partner at Strategic Income Portfolio Solutions and Territory Account Executive at Sigma Solutions, A Pivot Company. Alan Bundy holds Finance, General from The University Of Texas At San Antonio.
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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.
Listed skills include Strategic Planning, Consultative Selling, Building Effective Relationships, Referrals, and 8 others.
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San Antonio, Texas Area
I 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.
San Antonio, Texas Area
Our 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
Recruited 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.
San Antonio, Texas Area
Worked 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.
Greater Atlanta Area
Worked 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.
San Antonio, Texas Area And San Diego, California Area
Covered 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.
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Alan Bundy works for Strategic Income Portfolio Solutions.
Alan Bundy is listed as Partner at Strategic Income Portfolio Solutions at Strategic Income Portfolio Solutions.
AeroLeads has found 1 work email signal at @aam.us.com for Alan Bundy at Strategic Income Portfolio Solutions.
Alan Bundy is based in San Antonio, Texas Metropolitan Area, United States while working with Strategic Income Portfolio Solutions.
Alan Bundy has worked for Strategic Income Portfolio Solutions, Sigma Solutions, A Pivot Company, Advisors Asset Management, Inc., and Geiger Wealth Management, Llc.
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Alan Bundy holds Finance, General from The University Of Texas At San Antonio.
Alan Bundy is listed with skills including Strategic Planning, Consultative Selling, Building Effective Relationships, Referrals, Networking, Fixed Income Portfolio Management, Fixed Income Strategies, and Financial Services.
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