Jonathan Poyer Email and Phone Number
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My role is Director, Key Accounts for the AlphaCentric Funds. AlphaCentric provides a single point of access to unique and innovative investment strategies that have been strategically assembled to facilitate a specific portfolio philosophy. I am responsible for managing AlphaCentric's national account relationships that cover Wirehouse, Broker/Dealer, and RIA firms. These responsibilities include driving revenue from the product suite, partnering with sales and marketing, maintaining business relationships, onboarding new products, and seeking out research and recommendation mandates. I have also served as Managing Director of National Accounts at Cedar Capital, National Sales & Distribution Manager at Northern Lights Distributors along with several sales roles, both internal and external, with investment management service company NorthStar Financial Services.I am a father of five and a proud husband to an amazing wife, I love being outside and playing sports; my favorites being running, biking, hiking, and swimming. I am a believer in the Gallup Strengths tool and my top 5 strengths are: learner, input, ideation, restoration, and intellection. I like inputs! If you follow the colors personality philosophy, I am an extrovert orange/green.I love being in sales and it is the right career for me. I love the freedom, challenge, focus on results, and opportunity to make connections and build networks.
Alphacentric Funds
View- Website:
- alphacentricfunds.com
- Employees:
- 12
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National AccountsAlphacentric Funds Sep 2016 - PresentGreater New York City AreaI represent the AlphaCentric mutual fund brand and the StrategyShare ETFs. Our goal is to deliver unique and non-traditional investment solutions to investors. Coverage includes Wirehouses, Regional and Independent BDs, Banks/Trusts, Insurance, and RIA platforms. I believe that the National Accounts responsibilities are: serve relationships and be the best and most responsive partner possible, support the sales team and open up as many doors to sales as possible, and sell/raise assets. -
Managing Director, National AccountsCedar Capital Aug 2014 - Aug 2016Greater Omaha AreaCedar Capital delivers innovative investment solutions. Through our industry-leading distribution and service capabilities, we are able to provide a single point of access to multiple, diversified, and unique investment strategies. Our goal is to identify the highest-quality asset managers in their respective categories who have an ability to address the growing complexities of today’s financial markets.
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Sales & Distribution ManagerNorthern Lights Distributors, Llc Nov 2011 - Aug 2014Greater Omaha AreaCorporate Strategy, Business Development, Marketing, National Accounts (Wirehouse, RIA, National/Regional/Independent Broker/Dealer), Compliance, Sales Management, Institutional Sales, Fund Consulting, Marketing ConsultingSrategic partner in developing business relationships with fund trust clients and advisors. Generate continuing sales opportunities and processes for both NLD and NLD clients including P&L Management, Business Planning, Sales and Relationship Management, Sales and RM Team Management, and Product Placement and Development.
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ConsultantGallup Aug 2009 - Nov 2011Omaha, Ne -
Vp SalesGemini Fund Services Jul 2007 - Aug 2009Phoenix, Arizona AreaInternal and External Wholesaler, RIA Relationships, Business Development, Conference Management, MarketingGemini is a fund administrator that works with investment advisors to create pooled investment products including Mutual Funds, Hedge Funds, Closed-End Funds, etc. -
Vice President Of Business DevelopmentNorthstar Financial Services Group, Llc Jan 2007 - Jul 2007Consulting, Business Development, Institutional Sales, M&A, Succession PlanningAssisted in M&A pursuits and activity for financial services company focused on RIAs and Independent Advisors -
Vp SalesOrion Advisor Services Mar 2005 - Dec 2006Greater Omaha AreaInternal and External Wholesaler, Focus on RIAs and Breakaway Brokers, Business Development, Technology ConsultantOrion is a back-office service provider for Investment firms looking to outsource their portfolio accounting services.
Jonathan Poyer Skills
Jonathan Poyer Education Details
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B2B Marketing -
Economics, Environmental Studies -
Birmingham Brother Rice
Frequently Asked Questions about Jonathan Poyer
What company does Jonathan Poyer work for?
Jonathan Poyer works for Alphacentric Funds
What is Jonathan Poyer's role at the current company?
Jonathan Poyer's current role is National Accounts and Sales, Corporate Strategy, Institutional and B2B Sales. Husband, Father, MBA.
What is Jonathan Poyer's email address?
Jonathan Poyer's email address is jw****@****ail.com
What is Jonathan Poyer's direct phone number?
Jonathan Poyer's direct phone number is +140254*****
What schools did Jonathan Poyer attend?
Jonathan Poyer attended Brigham Young University, University Of Chicago, Birmingham Brother Rice.
What skills is Jonathan Poyer known for?
Jonathan Poyer has skills like Sales Management, Key Account, Mutual Funds, Relationship Building, Strategic Partnerships, Business To Business, Sales.
Who are Jonathan Poyer's colleagues?
Jonathan Poyer's colleagues are Edward Finocchiaro.
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