Theodora Clarke

Headhunter for private bankers/wealth management a

$10M+ - Domestic focus- NY

CT

MA

CA

FL

MD - International focus- Latam ie. Venezuela

Columbia

Peru

Uruguay

Brazil

Argentina

Chile -Hunters/prospecters who generate new clien

Relationship Managers: -5years + experience in financial advisory role -Overall knowledge of financial planning -Proven track record of servicing affluent clients including responding to client inquiries

providing solutions to client needs

and resolving client issues -Uncover and refer opportunities in investments -Ability to implement and develop a business plan to obtain and manage client relationships -5yrs+ experience of US investment market. Specialties: Private bankers/financial advisors with following expertise: -Series 7

63

66 -Alternative investments -Credit -Discretionary investment services -Portfolio management -Trusts and estates -Capital Markets -Lending -Cash Management -Traditional investments Clients at top-tier investment banks and ealth management firms in: NY (multiple locations including NYC) Greenwich and Stamford

CT Boston

MA LA & San Francisco

CA Chicago & Northbrook

IL Miami

Palm Beach

Tampa

Boca Raton

Coral Gables

FL