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@margolisadvisory.com
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3 phones found area 516 and 212
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LinkedIn matched
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Jeffrey Margolis is listed as Founder and President at Charles Towne Holdings, LLC, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at margolisadvisory.com, phone signal with area code 516, 212, and a matched LinkedIn profile for Jeffrey Margolis.
Jeffrey Margolis previously worked as Founder and President at Margolis Advisory Group and Senior Advisor at Charles Towne Holdings, Llc. Jeffrey Margolis holds Mba, Finance/Accounting from Cornell Johnson Graduate School Of Management.
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AeroLeads found 1 current-domain work email signal for Jeffrey Margolis. Compare company email patterns before reaching out.
- Senior asset management executive with unique combination of operational and consulting/advisory experience who brings an "enterprise view" to his outlook. Extensive strategic distribution and operational experience in the asset management industry: developing and managing sales, client service and business development areas, along with marketing and expansion strategies.- Experienced at building out optimal mutual fund products and developing branding and marketing programs. Successfully created and launched dedicated fund series for diverse products and focused markets.- Trusted Board member of, and expert advisor to, startup and small companies.- Currently operate my own consulting firm providing strategic advice to asset managers.- Executive leader at TIAA-CREF and Morgan Stanley responsible for developing and aligning distribution, client service, and business development teams with strategic marketing and expansion programs.
Listed skills include Investment Management, Asset Management, Investments, Asset Allocation, and 40 others.
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A career timeline built from the work history available for this profile.
Greater New York City Area
- Provide strategic advice to asset managers, emphasizing practical solutions. Services include advice on market expansion, sales effectiveness, product strategy, client retention, strategy implementation and custom assignments, targeted at clients of all sizes across the product and distribution spectrum.
Charleston, South Carolina Area
- Advise asset management firms within the financial services practice of this globally focused capital markets, investment banking, and financial advisory services firm.
Greater Boston Area
- Identify and partner with start-up asset managers to create thriving businesses.- Provide expert advice on distribution and product design.
Greater New York City Area
- Advise disruptive start-up technology - based firm providing analytical data to online publishers concerning their readership's content interests.- Recommend approaches to business planning, marketing and pricing as well as capital raising.
Boca Raton, Fl
- Provide guidance to technology company disrupting data-related aspects of the asset management industry.- Participate actively in long-term strategy planning, including company expansion.
Greater New York City Area
- Managed sales and client service for $400BN asset manager with broad channel and product responsibilities.- Launched new institutional business development effort and expanded it to eight professionals.- Expanded and supervised team of twelve wholesalers marketing to RIAs, IBDs, banks and trusts.
Greater New York City Area
- As Global Head of the Institutional Business, managed a team of over 100 professionals with responsibility for over $100BN in client assets. Maintained broad and diverse client and consultant relationship responsibilities.- Previously led intermediary business, built insurance asset management business. Managed sales, marketing and product management.- Orchestrated operational merger of Van Kampen and Morgan Stanley intermediary distribution businesses, designing optimal product, branding and business development strategies that resulted in a $25BN business.
Greater New York City Area
- Led a group of industry experts, designed investment policy and strategy for all clients.- Assumed leadership of business development when Continental began managing money for other insurance companies; responsible for strategic growth, developing an enterprise view. Grew client assets from $1BN to $5BN.
Greater New York City Area
- Audit and Tax Accounting.- Personal research assistant to Tax Managing Partner.
Quick answers generated from the profile data available on this page.
Jeffrey Margolis works for Charles Towne Holdings, LLC.
Jeffrey Margolis is listed as Founder and President at Charles Towne Holdings, LLC.
AeroLeads has found 1 work email signal at @margolisadvisory.com for Jeffrey Margolis at Charles Towne Holdings, LLC.
AeroLeads has found 3 phone signal(s) with area code 516, 212 for Jeffrey Margolis at Charles Towne Holdings, LLC.
Jeffrey Margolis is based in New York City Metropolitan Area, United States while working with Charles Towne Holdings, LLC.
Jeffrey Margolis has worked for Margolis Advisory Group, Charles Towne Holdings, Llc, Katalyst Partners, Know Your Audience, and Fintech Company.
You can use AeroLeads to view verified contact signals for Jeffrey Margolis at Charles Towne Holdings, LLC, including work email, phone, and LinkedIn data when available.
Jeffrey Margolis holds Mba, Finance/Accounting from Cornell Johnson Graduate School Of Management.
Jeffrey Margolis is listed with skills including Investment Management, Asset Management, Investments, Asset Allocation, Alternative Investments, Asset Managment, Strategy, and Portfolio Management.
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