Proven track record for successfully driving investment product sales growth and building a solid client base through proactive cultivation and management of investor relationships, ongoing shareholder communications, and a client-focused approach to servicing investors. * Actively pursue and acquire comprehensive product knowledge to effectively support presentation of investment opportunities. * Maintain current knowledge of industry trends to facilitate competitive market leveraging. * Efficiently and profitably manage multi-million dollar asset portfolios * Dynamic communication, consultation and negotiation skills * Enthusiastically facilitate a motivated, collaborative team environment conducive to optimizing performance levels

Highlights:

Companies I like:

Port of Hueneme, 1964

• Business Plan
• Financial
• Financial Services
• Hedge Fund
• Investment Opportunities
• Management
• Mergers
• Networking
• Services
• Insurance