As a Senior Institutional Consultant Relations and Business Development Manager at Commerce Trust Company, I leverage my 25+ years of experience in the asset management industry to build and maintain strategic partnerships with institutional investors and consultants. I am responsible for delivering customized solutions and exceptional service to clients across various sectors and asset classes, including High-Net-Worth Individuals, Public Sector, Taft-Hartley, Defined Benefit, Defined Contribution, Insurance Company, and Operating Account Assets.My core competencies include Business Strategy, Customer Relationship Management (CRM), Account Management, Sub-Advisory, Variable Annuities, Investment Management, Alternative Investments, and Defined Contribution Investment Only. I have a proven track record of generating significant growth in assets under management and establishing long-term relationships with key decision-makers and influencers. I also have a strong network of contacts and a deep understanding of the market dynamics and trends in the Equity, Fixed Income, Global, Multi-Asset, and Alternative strategies. My mission is to provide value-added insights and guidance to help clients achieve their financial goals and objectives.
Listed skills include Cima, Series 7, Securities, Asset Allocation, and 28 others.