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.
• 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