High-energy, self-driven sales executive with proven success growing assets in mutual fund and packaged investment products, selling to financial advisors and institutional corporate investment committees. Expert 401k industry knowledge and relationships with top tier 401k platform providers. Management experience running large sales desk. Integrity, ethics, and team collaboration are the foundation for my success. Strong presentation skills with ability to successfully communicate complex investment strategies and economic trends with a consultative approach to solving allocation needs. Investment Product Strengths: Mutual Funds, Separately Managed Accounts (SMAs), Pooled Investments, Exchange Traded Funds (ETFs), Collective Investment Trusts (CITs), Model Portfolios, Variable Annuity, Sub-Advised Funds, Turnkey Asset Management Programs (TAMPS). Special Interests:Registered Investment Advisors, WireHouse Advisors, Bank Advisors, Smart Beta ETFs, Robo-Advisors, Investment Mandates, Platform Management. Defined Contribution Plans, Non-Qualified Plans, Endowments.
Listed skills include Investment Strategies, Asset Management, Wholesale, Institutional Investments, and 44 others.