Donald Best Email & Phone Number

Michigan And Indiana

Michigan And Indiana

High-energy sales executive with experience in management, marketing and sales gained outside of and within the financial industry. Passionate about comprehensive business planning, consultative selling with proactive, in-depth meeting preparation, and delivering excellent customer service from start to finish while exceeding expectations of advisors and the firm.Results-driven with a proven record of success in developing and managing financial advisor relationships translating to higher sales and market share.

North Carolina And Virginia

Working alongside financial advisors by being a business partner and a consultative liaison who values practice management to help advisors Get, Keep, and Grow their practice.My practice management and business coaching capabilities allow me to differentiate myself, and be the sought after resource to creating and managing advisor relationships that lead to more clients for advisors and increased market share for the firm.

Oakbrook Terrace,Il

Hybrid wholesaler working in RIA channel after merger of Invesco/Van Kampen covering New York and Boston RIA’s from 2010-2012.-Devised research and preparation process to raise over $200mm in business covering multi-billion dollar RIA's with no prior relationships-Worked with external counterpart to devise plan to gain market share and increase assets at firm

Oakbrook Terrace, Il

Worked as an Internal Sales Consultant learning the business covering all channels while working with multiple wholesalers.-Covered all Wirehouses, Independents and Edward Jones.