Don Colman, Cfa, Cima® Email & Phone Number

Newport Beach, California, Us

As a Private Wealth Director, Don is responsible for interpreting and sharing PIMCO's Secular and Cyclical Outlook with financial advisors, focused on clients in the ultra high net worth space, in the San Francisco Bay Area and in the West Coast of the United Stated. He helps advisors formulate an action plan for their client portfolios and how to capitalize on PIMCO's outlook utilizing Mutual Funds, Separately Managed, ETFs and Closed End Funds.He currently holds his FINRA Series 7, 63, and 65 licenses, is a CFA Charter Holder and is a Certified Investment Management Analyst®.

Newport Beach, California, Us

As an Account Manager, Don is responsible for interpreting and sharing PIMCO's Secular and Cyclical Outlook with financial advisors in the Bay Area. He helps advisors formulate an action plan for their client portfolios and how to capitalize on PIMCO's outlook utilizing Mutual Funds, Separately Managed, ETFs and Closed End Funds.He currently holds his FINRA Series 7, 63, and 65 licenses, is a CFA Charter Holder and is a Certified Investment Management Analyst®.

Boston, Massachusetts, Us

As a Senior Regional Marketing Director in the West Division at Putnam Retail Management, he was responsible for managing account relationships with financial advisors, pension plans, and corporate accounts between San Francisco, San Jose and the East Bay. He was dedicated to helping financial advisors evolve their business from asset management to wealth management. Prior to relocating to California in 2007, he helped launch The Putnam Funds into the Canadian marketplace. He joined Putnam in 2002 and has been in the investment industry since 1995.

During the financial crisis of 2008 - I began writing wine articles as a way of releasing stress from the day to day financial noise. I focused on wine drinking experiences and ways of enjoy wine with family, friends and food.

Developed and sold a new mutual fund family to Canada, introduction to and education of sales force utilizing new mutual funds, sale of mutual funds to dealers, brokers and financial advisors, management and tracking of regional budgets and sales targets, supervision and development of Regional Sales Representative, coordinating of special sales promotional events, Canadian representation to Hartford Wholesaler (PLANCO) sales conference.

Developed, implemented and tracked regional budgets and sales targets, supervision and development of Regional Sales Representative, conducting ongoing meetings with dealers and financial advisors to ensure continued support of MRS products and services, initiating contact with dealers and financial advisors to gain support forMRS products and services, coordinating and hosting special sales and marketing andpromotional events, participating in industry trade shows, conferences and dealer events,resolving account related problems that escalate to Sales, administering dealer promotionprograms, coordinating and conducting dealer and financial advisor training sessions and MRSUniversity, maintaining dealer and financial advisor regional statistics.

Bachelor Of Arts, Economics

Education record

Education record