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
Listed skills include Mutual Funds, Alternative Investments, Investments, Asset Allocation, and 40 others.