Skills
Relationship Management, Product Specialist, National Accounts, Asset Management, Wealth Management, Client Presentations, Sales, Excel, Word, PowerPoint, Series 7, Series 63, Series 65, SIE, Salesforce, Life and Health, Fixed Income, Credit, Leveraged Finance, Securitized Assets, ESG, Separately Managed Accounts, Capital Markets, Stakeholder Relationships, Business Development
About
Senior entrepreneurial leader in investments with over 20 years of experience driving success for clients and organizations.
Highly motivated financial specialist with experience in asset and wealth management, relationship management, public and private leveraged finance, corporate bonds, and securitized assets. As a Fixed Income Product Specialist apply consultative selling skills to develop attractive value propositions for large, complex opportunities across defined market segments. Advise clients and aid in implementing strategic issues, asset allocation, investment manager/vehicle selection and oversight, risk/performance management and evaluation and research on investment management products. Lead in client relationship management involving portfolio and manager review, managing client investment needs, and proposing new strategies to enhance portfolio characteristics. Conduct investment reviews with clients to ensure current investment objectives and provide insight into appropriate investment products. Cultivate relationships with clients, advisors, research analysts, and consultants and mentor staff.
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