Occupation:Inside Sales Representative |
Location:Newport Beach, CA |
Education Level:Associate |
Will Relocate:YES |
Description
Executive Vice President, Marketing and Sales Seasoned financial services executive having worked in the investment and portfolio management industry since 2003. Prior to joining Genus Pacific Corporation , I founded Remken Financial Corporation, an investment and portfolio management firm in Orange, California that sourced Capital Market investors and partnered them with existing portfolio managers. In addition, the firm validated international investment paper before taking them to existing pension fund buyers. Previously, I was the account portfolio manager at Steinberg & Harris, LLC, Newport Beach, California, where here I grew investor portfolios from inception to levels exceeding $25 million. While there, my efforts lead to increased client acquisitions by 13% and an annual increase in investor wealth to well over 25 million. Due to my synergistic approach to investment strategies and acquisitions, I was able to leverage my experience and partnerships to multiply investor wealth to over $270 million.