Christopher Satlow work email
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Christopher Satlow personal email
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Highly-accomplished investment sales professional with 10+ years of experience delivering exponential sales and territory growth across multiple distribution channels. Expert in consultative sales, territory optimization, pipeline expansion, fostering business-to-business relationships, and client service techniques. Cultivated trusted long term relationships and strategic partnerships throughout the intermediary spectrum by delivering new value-creating ideas that address client needs.Experience and Expertise: Financial Service Wholesaling • ETF, Mutual Fund, SMA Sales • Consultative Sales • Relationship Cultivation & Management • Territory Management & Growth • Portfolio Construction • New Product Rollout • Strategic Planning and Positioning • Client Retention • Sales and Product Training/Presentations • Business Development • Sales Goal Achievement • Practice Management Strategies • Salesforce CRM • Sales Analytics • Sales Cloud • Einstein Analytics • Microsoft Office Suite Contact Info:415-314-5336csatlow18@gmail.com
Self-Employed
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Regional Sales Director, Sales Leader Revenue Growth Specialist Seeking Dynamic Sales OpportunitiesSelf-Employed Sep 2020 - Present- Offering a broad base of experience and expertise in consultative, solution-based, relationship and account-based selling techniques with a consistent track record of quota achievement and earning top ranks for sales production. - Seeking the next career challenge where i can leverage an extensive set of transferable skills and quickly add value.
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Equity Derivatives InvestorSelf-Employed Oct 2020 - 2024- Currently managing personal equity derivatives portfolio executing in-depth market research utilizing advanced technical and fundamental analysis to create concentrated and highly profitable options trading systems.- Developed a comprehensive understanding of derivative markets, investment instruments, and advanced valuation techniques, demonstrating a remarkable capacity for self-directed learning and rapid assimilation of complex concepts. - Executing in-depth market research utilizing advanced technical and fundamental analysis to create concentrated and highly profitable options trading systems.- Maximized investment returns on both intraday and intermediate timeframes while adhering to strict risk management protocols.- Achieved consistent annualized excess returns compared to benchmark, demonstrating exceptional performance and strategic market insights.
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Regional Vice President, External WholesalerJames Alpha Advisors 2019 - 2020New York, Ny, Us- RVP, External Wholesaler responsible for sales and marketing of James Alpha's liquid alternative investment strategies throughout the intermediary spectrum(e.g. RIA, Independent BD, Wirehouse, Bank).- Position eliminated following acquisition by Easterly Investments, LLC while still in SARS-CoV-2 pandemic lockdown; July 31st 2020. Territory Includes: N. CA, N. NV -
Regional Vice President, External WholesalerNew York Life Investments 2017 - 2019New York, Ny, UsRecruited to serve as RVP External Wholesaler for New York Life Investment Management/MainStay Funds full suite of investment solutions (e.g. mutual funds, separately managed accounts, and ETF’s) to RIA, Independent Financial Advisors, and Private Banks throughout Northern California.Territory Includes: N. CA, N. NV -
Regional Vice President, External WholesalerSqn Capital Management 2017 - 2017Served as Regional Vice President External Wholesaler with charter to drive sales of SQN’s publicly registered non-traded Asset Income Fund V, LP and Venture Income Fund, LP. SQN Capital Management is an international finance company and a multinational alternative investment manager specializing in collateralized, non-correlated, income-producing investments.Territory Includes: CA, WA, OR, UT, NV, CO, and AZ
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Regional Vice President, External WholesalerSalient 2011 - 2016Promoted to Regional Vice President, External Wholesaler responsible for dynamic regional success through perpetual relationship cultivation within the Wirehouse, Independent Broker-Dealer, and RIA channels. Salient is an asset management boutique and leading provider of real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors.Territory Included: CA, AZ, CO, UT, NM
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Regional Director, Internal WholesalerSalient May 2009 - Dec 2010Consulted with top financial advisors across the intermediary spectrum on the benefits of real estate (REITs), durable income, and liquid alternative mutual funds to maximize value and optimize portfolio returns.
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Regional Marketing Director, External WholesalerThe Hartford 2007 - 2008Hartford, Ct, UsDeveloped advisor relationships and led external distribution efforts of Hartfords fixed and immediate annuity products throughout Northern CA and the Pacific North West.Territory Includes: N. CA, N. NV, OR, WA, ID, MT, WY
Christopher Satlow Skills
Christopher Satlow Education Details
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Uc Santa BarbaraBa
Frequently Asked Questions about Christopher Satlow
What company does Christopher Satlow work for?
Christopher Satlow works for Self-Employed
What is Christopher Satlow's role at the current company?
Christopher Satlow's current role is Regional Sales Executive | Advisor Consultant | Innovative Problem Solver | Consultative Selling | Relationship Building | Business Development | Consistently Exceeds Performance Goals.
What is Christopher Satlow's email address?
Christopher Satlow's email address is cs****@****pha.com
What schools did Christopher Satlow attend?
Christopher Satlow attended Uc Santa Barbara.
What skills is Christopher Satlow known for?
Christopher Satlow has skills like Mutual Funds, Alternative Investments, Investments, Asset Allocation, Fixed Income, Investment Strategies, Financial Services, Portfolio Management, Sales, Fixed Annuities, Equities, Investment Advisory.
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