Result-driven Investment Management Professional with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development. Expert in fixed income securities and portfolio management, with a flair for strategic planning and client relationship management. Achieved significant market expansion and client base growth, demonstrating exceptional interpersonal skills and financial advisory acumen.
• Initiate and follow up on new business opportunities.
• Lead new business meetings and close sales to institutional investors.
• Leverage the organization’s relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.
• Develop and maintain relationships with Distributors
• Act as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process.
• Works closely with other team members to further develop sales opportunities.
Date of Birth: 12/15/74