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Peter F

Senior Regional Insitutional and Retail sales director

Occupation:

Financial Specialist

Location:

Livingston, NJ

Education Level:

Associate

Will Relocate:

No

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Accomplished financial sales professional with over 20 years of experience driving revenue across wholesale institutional and retail markets for leading international wealth management firms. Advanced expertise fueling value-added sale of products including equity, fixed income, mutual funds, ETFs, SMAs, funds of Hedge funds, and sub-advisory portfolios. Talent for building profitable relationships with financial advisors across broker-dealer, RIA, endowment and foundation, institutional, bank, and sub-advisory channels. Demonstrated skill in gaining meetings with high-revenue prospects with over $1 billion in assets under management and delivering high-impact presentations that drive sales. Commitment to leading, training, developing, and mentoring elite cross-functional sales and service teams

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Highlights:

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Increaseing AUM through sales of SMA's, Mutual funds, and ETF's. Increasing number of new advisors to sell products. Territory management partnering with internal wholesaler. Cross selling to exisiting advisors. Presentiung to Investment committees for institutional accounts.
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