Transitioning from direct client portfolio management to oversight of operations, working with employees at growing a sales network

Focused on Business Development, raising assets under management. Acting in the full trust of a fiduciary role, I invested client assets according to their risk profile that targets their long-term desired goals. Educating clients and prospects across the investment spectrum was essential to give understanding of the risks of loss and potential of gains when making security selections. I also raised $500,000 in equity financing to launch a successful business in the Boston Seaport.

Raised $28m in private wealth assets through several sales practicesDeveloped marketing materials to enhance business growthPerformed seminars and made 30,000 cold calls to develop a network of prospects and clientsResearched software and medical device companies for investments