Kate Jonas Email & Phone Number

I help organizations take a client-focused approach when formulating differentiated asset management distribution strategies, growing strategic client relationships and developing sales talent.Drawing on extensive asset class and multi-channel expertise, I bring an enterprise mindset to designing and executing differentiated asset management distribution strategies. My experience accrues from senior level roles successfully building multi-billion dollar businesses at world-class asset management firms. I developed and led sales teams that excelled at the highest level of the industry. My teams represented a full array of private and public market products—and vehicles—selling to multiple buyer channels including: consultants, corporate and public pension plans, insurers, endowments and foundations. My client-centric philosophy, combined with product and channel expertise, serves as the basis for my consulting approach. Contact me if you are seeking strategic advice on key client relationship building, distribution strategy and execution, or sales team talent optimization, to gain an edge in the ultra-competitive asset management world. I welcome the opportunity to connect with you at kate@katejonasgroup.com

Listed skills include Asset Management, Hedge Funds, Investment Strategies, Defined Contribution, and 12 others.