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Evaluate seasoned asset managers and high net worth advisors for Lincoln's Broker Dealer network. Develop relationships with technology, sales and financial institutions to enhance the efficiency and growth of Lincoln Financial on the West Coast.
Vasf Consulting
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DirectorVasf Consulting Mar 2019 - Present
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Regional Recruiter, Advisor RecruitmentLincoln Financial Network Jan 2016 - Mar 2019Scottsdale, Arizona -
West Coast Institutional SalesMotif Investing Jan 2015 - Oct 2015San Mateo, Ca -
Business Development Officer Northern CaliforniaSchwab Advisor Services Mar 2011 - Dec 2014San Francisco Bay AreaRecruited as 1 of 2 new Business Development Officers for San Francisco territory with challenge to build institutional business with corporations investing more than $50M annually. -
Vice PresidentPershing Advisor Solutions Jun 2009 - Mar 2011San Francisco Bay AreaBrought on board to drive business growth in Southern California/Arizona territory, with challenge to rapidly develop $200M+ in assets under management. -
Vice President Investment Advisor DivisionRaymond James Financial Feb 2006 - Jun 2009Phoenix, Arizona AreaRecruited to launch Institutional Sales Division for Raymond James in 11-state West Region securing minimum individual investments of $30M from the institutional market. -
Vice President Institutional SalesTd Ameritrade Mar 2003 - Feb 2006Phoenix, Arizona AreaDrove rapid sales growth of institutional services to registered investment advisors, independently developing and executing sales strategy in 4-state region. Represented Ameritrade at conferences and trade shows. Built strong account relationships based on trust, reliability, and solution selling.
Mike D. Skills
Mike D. Education Details
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Corporate Communications -
Corporate Communications
Frequently Asked Questions about Mike D.
What company does Mike D. work for?
Mike D. works for Vasf Consulting
What is Mike D.'s role at the current company?
Mike D.'s current role is Director at VASF Consulting.
What is Mike D.'s email address?
Mike D.'s email address is mi****@****hoo.com
What is Mike D.'s direct phone number?
Mike D.'s direct phone number is +160221*****
What schools did Mike D. attend?
Mike D. attended University Of Kentucky, Western Kentucky University.
What are some of Mike D.'s interests?
Mike D. has interest in Children, Health.
What skills is Mike D. known for?
Mike D. has skills like Series 7, Financial Services, Asset Management, Series 63, Business Development, Investments, Wealth Management, Mutual Funds, Portfolio Management, Securities, Equities, Alternative Investments.
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