Sr. Regional Consultant
Current• Consult financial advisors throughout Nebraska and the Dakotas• Place calls and provide information to advisors about portfolio composition, relative performance and product design; develop and maintain relationships with registered representatives to promote the sale and retention of MFS mutual funds, separately managed accounts, and 529 products.• Travel extensively in the territory to facilitate face to face meetings with clients, conduct public seminar and host advisor training workshops. • Comprehensive understanding partner firm platforms. • Provide business development and practice management ideas to clients.
Jul 2014 - Present
