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Raising Assets, Boston
Financial services professional with successful record of marketing investment strategies to high net worth individuals, family offices, and institutional clients. I have a thorough understanding of the competitive landscape and growth opportunities for ETF managed portfolios. I would like to work with a GIPs-compliant manager who needs help growing their asset base through multiple channels.
Accountant
About Me
Industry: |
Accounting & Finance |
---|---|
Occupation: |
Accountant |
Education level: |
Bachelor |
Will Relocate: |
Yes |