Thomas Grout Email & Phone Number

Leads a division of external wholesaling professionals for actively managed mutual fund, ETF, and separately managed account distribution within wire house, regional, bank and independent channels. Division Includes: MI, IN, FL, Southern AL, DE, VA, DC, MD

In addition to role as MI & IN wholesaler, utilizes a player/coach model to lead a division of external wholesaling professionals for actively managed mutual fund, ETF, and separately managed account distribution within wire house, regional, bank and independent channels. Division Includes: MI, IN, FL, Southern AL, DE, VA, DC, MD

Michigan And Indiana

Passionate, sales driven individual who has proven success in asset retention, prospecting, and acquiring new accounts. Relationships covering all channels within the Michigan and Indiana market. Areas of greatest strength:*Excellent communication skills, including large group presentations; the ability to clearly present to investment professionals the proper components and benefits of asset allocation.*Experience in prospecting, developing, and converting client relationships using consistent coverage of the region employing a focused approach on key distribution partners.*Provide value added services ranging from client event marketing to various modules pertaining to practice management, targeting the affluent investor, and market outlooks. *Operate with a high level of professionalism and accountability; provide high quality service and sales assistance.Core Capabilities: Client Education, Market Intelligence, Practice Management, Investment and Retirement Solutions, Data Analytics, Equity Strategies, Fixed Income, CRM Interface, Territory Budgeting, Zephyr and Morningstar Analysis

Greater Seattle Area

Passionate, sales driven individual who has proven success in asset retention, prospecting, and acquiring new accounts. Relationships covering all channels within the Pacific Northwest. Areas of greatest strength:*Excellent communication skills, including large group presentations; the ability to clearly present to investment professionals the proper components and benefits of asset allocation.*Experience in prospecting, developing, and converting client relationships using consistent coverage of the region employing a focused approach on key distribution partners.*Provide value added services ranging from client event marketing to various modules pertaining to practice management, targeting the affluent investor, and market outlooks. *Operate with a high level of professionalism and accountability; provide high quality service and sales assistance.Core Capabilities: Client Education, Market Intelligence, Practice Management, Investment and Retirement Solutions, Data Analytics, Equity Strategies, Fixed Income, CRM Interface, Territory Budgeting, Zephyr and Morningstar Analysis

Cincinnati, Ohio Area

*Proactively consult with Financial Advisors to provide product and economic updates, determine appropriate investment selections, solve operational issues, and strengthen client relationships.*Proficient with fixed income and equity securities within a vast range of products and platforms. *Provide technical support including conference calls, investment matrix reviews, and zephyr analysis. *Detail advisor interactions on CRM tool and analyze market data to drive sales growth.

Covington, Ky