Description
SUMMARY * Extensive experience in Wealth Management and business development winner of numerous awards. * Exceeded goals and business metrics routinely. * Proven ability to identify, establish relationships with and close new business, specifically larger accounts. * Trusted relationship manager with broad range of investors. AREAS OF EXPERTISE Strategy setting and analysis Portfolio investing and analysis Financial products Sales and Marketing Opportunity identification and capture Problem identification and solving Deal structuring and negotiating Utilizing and optimizing a diverse network Mentoring Writing and editing Power user of ACT and Salesforce CRM's
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