Kenneth Fliegel Email & Phone Number

New York, New York, Us

Conduct comprehensive objective competitive analytics on investment portfolio's evaluating performance, risk and fee's. Review efficiency of portfolio construction and analysis on the risk/reward metrics through data input and aggregation from multiple accounts from statements. Create custom complimentry financial plans for clients and their families. Subject matter expert on Separately Managed Accounts (SMA's), ETF's, Mutual Funds, Hedge Fund & Alternatives, Fixed Income, Liquidity options, College 529's, Estate and Wealth Transfer planning strategies, Life Insurance strategies, Long Term Care planning, Individual and Corporate Retirement plans, and Risk Management solutions. Service model is predicated on timely follow-up, accessibility, regular communication, and convenient in person meetings.

San Mateo, California, Us

Ranked #1 in division for the last four years with $700MM in annual sales and $3B in assets under management in region. Focus on consultative selling and competitive analytics to clearly illustrate if clients are receveiving desired risk/return metrics. Review client statements and current asset allocation models and advise on ways to improve portfolio construction. High energy service model and processes with an unrelenting mission to deliver the #1 best client experience. Served as Client Portfolio Manager in region and responsible for distribution, service and annual reviews for the following Legg Mason investment affialites: Western Asset Management, EnTrustPermal, Royce & Associates, Clearbridge Investments, Brandywine Global, QS Investors, Martin Currie, RARE Infrastructure & Clarion Partners. Regional responsibility includes: Manhattan, Long Island, Queens, Westchester, Rockland, Fairfield County Ct., and Northern N.J. Client focus list includes: bank channel, independent firms, regional brokerage firms, insurance companies and RIA's. Experience utilizing Salesforce and CRM systems to maximize data.

New York, New York, Us

Senior Regional Director for Citigroup Global Asset Management division for Greater New York Region. Managed sales and marketing initiatives for asset management products and services for Citibank Northeast Division. Hosted VIP high net worth client and Financial Advisor meetings. Conducted quarterly due diligence meetings. Supervised training and education meetings for Financial Advisors. Built lasting relationships with Citibank senior management. Formed strong relationships with Citi Personal Wealth Management top Financial Advisors. Sales experience with separately managed accounts, mutual funds, offshore funds, fixed and variable annuities, and closed end funds. Coverage responsibility for Citi private bank and trust divisions, and internal and external wealth management divisions in region. Citibank Private Portfolio Group SMA roll out and training for Citi Financial Advisors. Raised over one billion nationwide in three years. Served as client portfolio manager. For several years also had regional sales and investment distribution responsibility for all Long Island Smith Barney branch offices. |

New York, New York, Us

Senior Financial Advisor at 399 Park Avenue headquarters branch. Supervisory responsibility assisting managing thirteen Financial Advisors in Citibank branches in midtown NYC. Wealth Advisor for high net worth individuals and corporate clients. Retirement planning specialist. Client focus on risk management, investments, insurance, and financial planning.

New York, Ny, Us

Financial Consultant working with retail high net worth clients and corporate clients.

Bachelor Of Arts - Ba, Political Science And Government

Political Science And Government