Founder & Principal
CurrentAs the Founder and Principal of Egmont LLC, I provide marketing and sales consulting services, specializing in the financial services industry. My expertise includes developing and implementing strategic marketing campaigns, client acquisition, and relationship management to help firms grow their assets under management.Currently, I work with Mad River Investors, where I lead efforts to increase client engagement and attract new prospects through tailored marketing initiatives, content creation, and direct outreach. I am also pursuing my Series 65 license to expand my role into selling securities as an investment advisor representative for Mad River Investors, while continuing to operate my consulting firm.Key Services:- Marketing strategy development- Client acquisition and retention- Channel marketing and content creation- Business development and sales support