Having worked as a relationship manager for the past 4 years in asset management sales, I have a strong interest in the Capital Markets and building relationships. I enjoy the opportunity to interact with clients on a daily basis, and find ways to help their clients reach their financial goals. In 2020 as well as this year, 15% of our business has come from advisors that didn’t do business in the previous year.
My experience in relationship management/sales, has allowed me to find the best way to manage a territory and convert prospects to producers. I also understand the importance of managing relationships effectively, and have developed a routine by using Salesforce, Excel, and email to stay in front of advisors and be the best partner possible. Many of the firms I worked with at Columbia Threadneedle could be considered institutional firms, and I have maintained many of those relationships.
I’ve attached my resume and would welcome the opportunity to speak with the team. Please don’t hesitate to reach out if you have any questions. Thank you for your consideration and I look forward to hearing from you.