Alex J. Graf, Mba Cima® Crpc® Email & Phone Number

Chicago, IL, US

Chicago, Illinois, United States

We work with fiduciary advisors building custom model portfolios using evidence based, academically tested investment approaches. In a increasingly crowded marketplace, advisors need to stand out. We help build models that help your brand stand out from the crowd.

United States

I consult with RIAs, Asset Managers, TAMPs and Fintechs on how to create more resilient distribution & marketing models to drive stronger relationships with the clients they serve over the long term. I’ll also show DIY investors how to think through tradeoffs in their financial life and/or find an advisor that suits your needs. I can also help retail.

Chicago, Illinois, United States

Chicago, Illinois, United States

Enhancing the ETF brand as well as a focus on the growth of ESG models within National Wealth Intermediaries, RIAs, Strategists, TAMPs, OCIOs and other professional buyers across the US.

Greater Chicago Area

• ETF Specialist responsible for raising assets within the central territory
• Prospect RIA, ETF Strategists, and Broker Dealers utilizing Mine 13f and Discovery Data to uncover new leads
• Convey CTI Capital Markets Outlook and Opportunities collateral to provide investment insight for other assetallocators
• Present Investment strategies and application within a client’s asset allocation framework
• Create custom performance comparisons for clients interested in using CTI solutions.Proficient in MorningstarWorkstation & Direct)
• Manage all ETF Advisor Data for CTI ETFs

Chicago, Illinois

1. Place & manage all aspects of sub advised relationships, CITs, ETFs and mutual funds on Institutional Investment Advisor, DC record keeper and annuity investment platforms.2. Manage strategic partnerships across organizations by leveraging investment capabilities, portfolio managers, analysts, advanced analytics and thought leadership.3. Collaborate.

Greater minneapolis-st. Paul Area

Manage National Account Relationships. My areas of focus in this role include, but are not limited to: Center of Influence(COI) Connectivity, Marketing, Training and Fund Partner Relations. I work within the Independent, bank and wirehouse channels to find ways to increase sales from the top down on Variable, Fixed and Fee Based Annuities. I often travel.

Allianz Life

Position and sell insured retirement products through broker dealer distribution channels. We provide in depth product and positioning support to a financial advisor's suite of products. Knowledge of the financial services industry is paramount to success in this role. Working across the organization to analyze territory data and build.

Stong focus on business development. Managed a geographic territory of current accounts to grow IKON's market share. Also developed value added strategies to improve the way clients do business.

Master Of Business Administration - Mba, Manangement

Cima, Investments And Securities

Bs, International Marketing Management

Activities and Societies: A member of Tau Sigma(National Honor Society for transfer students) and the American Marketing.

Associate Of Arts (A.A.), Art/Art Studies, General