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(m) PHONE NUMBER AVAILABLE/PHONE NUMBER AVAILABLEEMAIL AVAILABLESales & Marketing ProfessionalAccomplished consultative sales& fundraising professional dedicated to achieving a high level of productionand client satisfaction. Strong oral and written communication skills. Experienced in mid & senior level introductions, networking, prospecting & promotion, product sourcing, relationship building, negotiation and closure.Area of Expertise Consultative Sales Fundraising Public Speaking Business Writing Event Marketing Client RelationsProfessional ExperienceBentley ManagementSenior Sales Consultant 2018-Present On behalf of various funds and private companies, promoting investment opportunities to qualified investors and institutions. Achieve investment commitments in communicating with extensive investor relationships as well as concerted prospecting through diverse marketing and sales activities. Co-ordinate a group of independent contractors with synergistic skills to join in fundraising/ sales efforts.David Lerner Associates, Inc., Westport, CT 2017Vice President Investments Opened a significant number of retail accounts while managing existing ones. Based on a holistic approach, assessed prospects needs and goals while considering their financial condition, risk tolerance and investment experience, to arrive at portfolio recommendations. Investment products ranged from stocks, bonds, ETFs and mutual funds to private placements, insurance and annuities.Kaieteur Investments, LLC, New York, New York 2008-2016Senior Associate Investments Sourced and marketed a diversity of alternative investment funds successfully. Before going to market, prepared a targeted marketing plan, edited documents and wrote promotional materials subject to management approval. Assisted managers in sharpening their presentation skills by implementing mock meetings, role playing and filming. Promoted funds to investors through email, conference calls, direct meetings, roadshows and special events. Developed, over time, extensive relationships with institutional and private wealth investors.Equus Financial, New Canaan, Connecticut 2007-2008Third Party Marketer Promoted hedge funds to family offices, advisors, public and corporate plans and endowments, and raised assets. Helped to prepare start-ups for entry into the market. Assisted in client services, where needed.Education and Licenses:B.A., State University of New York at Stony BrookReferences available upon request. Licensed series 7, 63 and all insurance |
