David Henry, Emba Email & Phone Number
@franklinresources.com
LinkedIn matched
Who is David Henry, Emba? Overview
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David Henry, Emba is listed as Senior Director, Fundraising and Investor Relations at Virtú Investments, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at franklinresources.com and a matched LinkedIn profile for David Henry, Emba.
David Henry, Emba previously worked as Board Member at Seattle Alternative Investment Association and Education Committee at Calalts (The California Alternative Investments Association). David Henry, Emba holds Executive Master Of Business Administration - Mba, Business Administration And Management, General from Ie Business School.
Email format at Virtú Investments
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AeroLeads found 2 current-domain work email signals for David Henry, Emba. Compare company email patterns before reaching out.
About David Henry, Emba
I have served RIAs, Bank Trusts, Family Offices, and Institutions throughout the Midwest and Western US providing my clients with alternative investment consulting and capital markets solutions. With over 15 years of experience in the financial services industry, I have developed a deep expertise in private equity, credit, real estate, and GP-led secondaries as well as traditional, liquid asset classes.My mission is to help my clients achieve their financial goals and objectives by delivering customized and innovative solutions that align with their risk appetite and investment philosophy. I leverage my strong relationships, strategic sales leadership, and cross-functional collaboration skills to drive business development and capital raising.
Listed skills include Mutual Funds, Wealth Management, Series 7, Series 63, and 45 others.
David Henry, Emba's current company
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David Henry, Emba work experience
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Board Member
Current
Education Committee
CurrentHelping design the curriculum for education on behalf of the CalAlts organization and members.
Principal
- Investor Relations & Business Development: Built and strengthened partnerships with RIA Enterprise relationships, RIAs, OCIOs, endowments, and family offices.
- Sales Leadership: Developed and implemented sales strategies to drive fundraising for private equity, credit, real estate, and secondaries.
- Collaboration: Worked closely with senior management to align financial messaging with market trends and company goals.
- Industry Analysis: Monitored industry trends and peer performance to guide decision-making and improve investor communication.
- Product Launch: Key contributor to the launch of Blue Owl Strategic Equity, leading product development and establishing a new business line.
Director
- Investor relations and business development: Regional focus targeting RIAs, RIA Enterprise platforms, Family Offices, Bank Trusts, and Institutions across the western and central US.
- Capital raising: Drove initiatives across diverse alternative asset classes including private equity, private credit, private real estate, hedge funds, and venture capital.
- Product Knowledge: Gained in-depth proficiency in Franklin Templeton's Alternative Investment products, aligning them with client needs for optimal advisory. Close collaboration with senior investment teams.
- Consultative Client Engagement: Provided fiduciary and investment guidance, enhancing client engagements through strategic portfolio construction discussions.
Vice President, Regional Manager
Sales Growth Achievement: Successfully increased territory sales run rate, recording a growth from $186 million in 2016 to $330 million by 2019.Diversity in Asset Acquisition: Led the division in diversifying asset holder base, introducing the highest number of new $1 million+ asset holders to AB in 3 out of my 4-year tenure.Product Diversification.
Vice President, Wealth Management Consultant
Grew territory sales run rate from $250mm in 2011 to $680mm year-end 2014Build out Private Wealth Channel i.e., strategy, content development, CRM data, FinTech partnerships (iCapital, CAIS), territory design, budgeting, conference strategies etc. Delivered investment and business consulting to Investment Advisors, Bank Trusts and Family Offices on a.
Regional Sales Representative
Regional Sales Representative of the year 2010.Business development in conjunction with external business partner achieving sales goal each year.Identified sales opportunities and advisor needs, cross-sell ideas and introduce new engagement strategies. Optimized asset allocation strategies on behalf of clients based on risk objectives and tolerance. Moved.
Product Specialist
Partnered with internal and external team members across multiple regions throughout the country to help develop and prospect new relationships with clients and prospects.Conducted consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals.Developed and execute sales plan strategies with the.
Credit Manager
Responsible for developing a deep knowledge of company credit products, policies and procedures, and underwriting requirements.Provided client education of real estate appraisals, title reports, and real estate transactions.Informed prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures.Analyzed.
David Henry, Emba education
Executive Master Of Business Administration - Mba, Business Administration And Management, General
Bachelor'S Degree, Business Marketing
Bachelor'S Degree, Business Marketing
Frequently asked questions about David Henry, Emba
Quick answers generated from the profile data available on this page.
What company does David Henry, Emba work for?
David Henry, Emba works for Virtú Investments.
What is David Henry, Emba's role at Virtú Investments?
David Henry, Emba is listed as Senior Director, Fundraising and Investor Relations at Virtú Investments.
What is David Henry, Emba's email address?
AeroLeads has found 2 work email signals at @franklinresources.com for David Henry, Emba at Virtú Investments.
Where is David Henry, Emba based?
David Henry, Emba is based in Denver Metropolitan Area, United States, United States while working with Virtú Investments.
What companies has David Henry, Emba worked for?
David Henry, Emba has worked for Virtú Investments, Seattle Alternative Investment Association, Calalts (The California Alternative Investments Association), Blue Owl Capital, and Franklin Templeton.
How can I contact David Henry, Emba?
You can use AeroLeads to view verified contact signals for David Henry, Emba at Virtú Investments, including work email, phone, and LinkedIn data when available.
What schools did David Henry, Emba attend?
David Henry, Emba holds Executive Master Of Business Administration - Mba, Business Administration And Management, General from Ie Business School.
What skills is David Henry, Emba known for?
David Henry, Emba is listed with skills including Mutual Funds, Wealth Management, Series 7, Series 63, Capital Markets, Portfolio Management, Separately Managed Accounts, and Retirement.
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