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 ...
Member since July 2021