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BUSINESS DEVELOPMENT MANAGER
A Business Development Manager covering New York and the South West of California. Focused on comprehensive Business and Product Development for Private Wealth Managers, Private Banks, IFAs, Fund of Funds, DFMs and Stockbrokers.
Specialties: Global and U.S public equities, listed infrastructure, ESG and Impact investing, Fixed Income and Alternatives.
I have a comprehensive understanding of various investment vehicles including OEIC’s, Investment Trusts and SMA’s
Business Development Manager- NewYork
Responsible for fund sales to intermediaries across the South West.
Clients include Private Wealth Managers, Private Banks, IFAs, Fund of Funds, DFMs and Stockbrokers.
I also look after discretionary, family office and key advisory accounts in London.
Client Relationship Manager – UK Sales
Supported two regional sales directors covering the South, the Channel Islands, Scotland and Ireland. I also covered discretionary wealth managers, Private banks and family offices in New York.
Whilst a CRM, I was given the responsibility of looking after key advisory relationships within New York.
Responsible for mutual fund reporting for Legg Mason’s offshore and onshore ranges, this included day to day reports such as factsheets, performance etc.
Looking after various corporate accounts within US. Organically building out a book of clients. Extensive meetings across New York over a two year period.
Master of Arts (M.A.)
History & Politics – 2:1
French A, History B, Art B, Economics C
2A*, 7A’s, 1B
Fundraiser for the Footsteps Foundation
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