Joe Jraitiny, Cfa, Cpwa® Email & Phone Number

Seattle, Washington, United States

Seattle, Washington, United States

-Led Freestone’s business development initiatives across the firm- Worked effectively with senior members of management to streamline business development efforts- Attended meetings with prospective clients to introduce them to firm and services- Reviewed all marketing materials to ensure brand consistency and messaging- Onboarded and negotiate partnerships with new third-party firms to increase revenues- Act as the relationship manager to Schwab’s Advisor Network (“SAN”) and other large strategic partnerships, totaling more than $3bn, or 30% of Firm AUM- Raised over $600m in new client assets from individuals sourced through these partnerships- Increased asset flow from the Schwab Advisor Network by over 1500%

Seattle, Washington

Bellevue, Wa

• Met with prospective clients to convey the value add of the Firm• Prepared quarterly and interim reports for client meetings, reviewing the reports in detail while offering comparative analysis towards their long-term objectives• Built and maintained comprehensive balance sheets for clients to track assets• Listened to and articulated clients’ short- and long-term goals• Assisted in helping clients select, implement, and monitor appropriate asset allocation• Built strategic models to illustrate clients’ current position and effects of saving / spending• Coordinated and reviewed estate planning design with clients and their attorneys• Worked collaboratively with clients’ CPAs to coordinate needs and review strategy

Greater Boston Area

Worked with major third-party consultants such as NEPC, Marquette, Mercer, Meketa and Cambridge Associates throughout sales process. Engaged the consultant directly to seek clarity on the opportunity and to assist in formulating the appropriate strategy for the client.Responded to ad hoc client requests on a daily basis, as well as coordinated the completion of due diligence questionnaires and RFPs on funds (primary, secondary, and direct co-investment) currently in the market, as well as those in the Firm's pipeline.Provided institutional clients with updates on their investments, as well as future funds that may be suitable for themActed as an "expert" for those both inside and outside the organization, assisting different departments with questions they may have on all subjects related to the Firm.Responded to product questionnaires and worked directly with the back office of RIAs and senior management to place our funds on third-party platforms.

Greater Boston Area

Worked with major SMA platforms (such as Merrill Lynch, Charles Schwab, Wells Fargo, JP Morgan, LPL) to update the Firm's products on a monthly, quarterly, and annual basis. In addition, on-boarded several products across various investment types to these major partners, which required ongoing due diligence and relationship formation with back office analysts and managers.Updated third-party databases no less than monthly to ensure the Firm's products were qualified for large institutional searches.Completed DDQs, RFIs and other ad hoc requests as necessary to respond in a timely manner to all our current and potential clients' needs.Worked on RFPs (from start to finish) across all product lines, leveraging expertise from each department, as well as own understanding of the investment process and industry landscape to formulate compelling responses.

Greater Boston Area

Managed marketing launches and refreshes of Investment and Life products.Maintained inventory of marketing materials.Designed presentations, flyers, and other materials for public use.Wrote customer communications and distributed via ExactTarget email system.Updated website content and reviewed and approved Arabic content.Worked with third-party fund managers to on-board their funds onto our investment platforms for international investors.

Wealth Management Theory & Practice

Master Of Business Administration (Mba), Asset Management

Bachelor'S Degree, Political Science