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Christian Brown

Selbstständig, Business Development Consultant, Seacrest Wealth Management
Boston, Vereinigte Staaten

Fähigkeiten und Kenntnisse

Business Development - research the financial serv
high net worth and mutual fund channels; identific
and recommend marketing strategies: quantitative a
boards of directors
investment company owners
investment consultants
sales and marketing directors
product managers
IT directors
retail and institutional clients
transfer agents
and vendors; emphasis placed on managing solid tru
timeliness with deadline oriented projects
and exceeding internal and external client expecta
presentation
and communication - planning marketing campaigns a
sales and investor relations presentations
plan sponsor communications
prospectuses
statements of additional information
proxy statements
process improvement plans
participant communications
marketing flyers
web site text
tag lines
product fact sheets
and letters. Investment Analysis - performance
management
and distribution fee analysis for launching produc
legal filing
and marketing
qualifying 401k retirement plan investments
and asset allocation; detailed product knowledge i
hedge fund of funds
separate accounts
mutual funds
commingled pools
and unitized stock funds. Product analysis of HNW
college savings plans
annuity separate accounts
wrap (UMA) products
defined contribution plans
and ESOP’s. SWOT analysis. Technology and Softwar

Werdegang

Berufserfahrung von Christian Brown

  • Bis heute 15 Jahre und 6 Monate, seit Jan. 2010

    Business Development Consultant

    Seacrest Wealth Management

  • Senior Sales Executive

    Wealth Engine

    Sales Account Executive – responsible for selling wealth identification technology to financial services firms and banks across the country, as well as: advisors, broker dealers, mutual fund & insurance companies, wealth managers, and private client groups. - Identified B2B decision makers, presented technology for enterprise sales and to individual offices, represented company at trade shows, and doubled company sales and account sizes of current clients.

Ausbildung von Christian Brown

  • 3 Jahre und 10 Monate, Sep. 1984 - Juni 1988

    English

    University of Massachusetts

Sprachen

  • Englisch

    -

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