Description
Summary: I am a sales and marketing executive that brings an unmatched track record of success, an enormous love of people and an all-consuming desire to positively impact both my company and the clients whom I serve. Securing profits and being able to hold my head high as one of the "good guys" aren't mutually exclusive. My ability to accomplish these two goals is reflected in my high sales production and the significant number of relationships I bring to the table. Proven skills include: prospecting and territory development, networking and relationship management, and strong solution selling skills. Prior Functions: * Wholesaling and retailing of complex investment concepts to Registered Reps, RIAs, family offices, independent broker/dealers and high net worth individuals. * Public Speaking * Developing sales and marketing plans * Broker - Dealer compliance * Development of marketing materials * Non-Traded REITs, Reg. D (TIC, DST, LLC, LP) * Private banking products: equity and debt asset management, mutual funds, trust and custody services, secured and unsecured lending, bank depository and lending products, and insurance products. * Tax deferral strategies
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