Business Development Manager Resume

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Rachel Harry

BUSINESS DEVELOPMENT MANAGER

Summary

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

Work Experience

Business Development Manager- NewYork

GEM Global Asset Management

Present

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

GEM Global Asset Management

Jan 2017

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.

Broker Sales

Money New York

Mar 2014

Looking after various corporate accounts within US. Organically building out a book of clients. Extensive meetings across New York over a two year period.

Education

Master of Arts (M.A.)

San Jose State University

Jun 2012

History & Politics – 2:1

A Levels

Northeastern University

Jun 2007

French A, History B, Art B, Economics C

GCSEs

Arizona State University

2A*, 7A’s, 1B

Project

Fundraiser for the Footsteps Foundation

Fundraiser

Present


Languages

  • English
  • French
  • Arabic
  • German

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