David Ray, Cima® Email & Phone Number

Baltimore, Md

• Sales and relationship management role charged with prospecting, growing, and retaining relationships with Institutional Consulting & Private Wealth teams in New York, New Jersey and New England• Account coverage includes Graystone Consulting, UBS Institutional Consulting and Merrill GIC• Serves as the lead relationship manager for Wilmington Trust Private Bank, PNC Institutional, Wells Fargo Private Bank and Alex. Brown• Employs consultative sales approach to uncover unstated needs and position the appropriate investment solution• Deep experience driving sales across multiple investment vehicles including mutual funds, separate accounts, CITs, and fully custom capabilities

Baltimore, Md

• Responsible for building and maintaining relationships with Broker Dealer firms at the national account level across the entire spectrum of coverage including manager research, product, sponsor relations, marketing, and other relevant groups• Partnered with senior National Account Manager for coverage of UBS Financial, LPL Financial, Commonwealth Financial and RBC Wealth Management • Engaged with research teams to earn and maintain placement of T. Rowe Price investment products

Baltimore, Md

• Internal wholesaler covering Broker Dealer Financial advisors in CO, UT, AZ, NM• Responsible for prospecting, selling, and retaining wirehouse and independent advisors through a consultative process• Independently covered advisors based on needs and regional location

Baltimore, Md

Baltimore, Md

Owings Mills, Md

Baltimore, Md

Lutherville, Md

Bachelor Of Arts, History

Activities and Societies: Club Lacrosse, Phi Alpha Theta (History Honor's Society), Habitat for Humanity

Education record