In this role,
he oversees investment sales, as well as landlord / seller and buyer / tenant representation.
As President
he oversees all investment sales and research initiatives that the company undertakes.
Not exact matches
From 1999 - 2009, Noel worked for Pensions &
Investments, one of the top publications at Crain Communications, where she was the top
sales performer,
overseeing the No. 1
sales territory.
John Tovar
oversees Institutional Brokerage Services, which includes trading, fixed income
sales, relationship management, customer services, technology, account services and operations for over 4,000 Independent Registered
Investment Advisors that custody assets at TD Ameritrade Institutional.
Responsible for
overseeing Investment Management, Sales and Client Service, and Trust and Custody banking products, Jim has over 25 years of experience in pension and investment management, real estate and capita
Investment Management,
Sales and Client Service, and Trust and Custody banking products, Jim has over 25 years of experience in pension and
investment management, real estate and capita
investment management, real estate and capital markets.
The managers authorize the purchase and
sale of
investments for the fund's portfolio and
oversee its operations.
Provide cash and treasury management, including
overseeing reconciliation of banking activity (30 accounts), revenue, credit card processing,
sales tax returns and
investment accounts.
Professional Duties & Responsibilities Determined client financial goals and created comprehensive
investment portfolios Recommended funds, allocation percentages, and risk management products Performed market and
investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product
sales through cold calling, networking, and client presentations
Oversaw loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timely manner
Financial Manager — Duties & Responsibilities Manage daily operations,
sales, and customer service activities for multiple financial institutions
Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of
investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed
sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing
sales strategies Craft effective
sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level
sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to
sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings,
sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines
Professional Duties & Responsibilities Managed daily banking operations and financial product
sales for multinational banking institutions Generated significant revenue through successful leveraging of bank products and services Consistently recognized for excellence in
sales, marketing, and team management Hired, trained, and reviewed financial
sales associates, tellers, and support staff Offered career development services to build employee value, efficacy, and dedication Interfaced with business, insurance, and
investment partners to provide holistic client service Built long - term relationships with customers, partners, and industry contacts Monitored compliance with legal and corporate policies protecting company and client assets Responsible for personal, home mortgage, automotive, and business loans Opened, updated, and settled personal and business accounts
Oversaw teller transactions including deposits, withdrawals, cashier's checks, and vault access Resolved customer service inquiries resulting in client satisfaction and repeat business
Professional Duties & Responsibilities Managed all aspects of branch location including personnel and daily operations
Oversaw employee hiring, training, performance reviews, compensation, and termination Interfaced with business, insurance, and
investment partners to provide holistic client service Analyzed local, niche, and national markets to identify potential
sales opportunities for clients Generated significant revenue through successful leveraging of bank products and services Built long - term relationships with key industry contacts to expand company reach and
sales Conducted Management Self Assessments, audits, and compliance activities Monitored adherence to legal and corporate procedures protecting company and client assets Resolved escalated customer service issues promptly, professionally, and effectively Implemented measures to significantly increase operational efficacy and efficiency Identified and developed high potential employees increasing their value to the company Designed and implemented employee recognition program elevating corporate morale Performed teller services including cash handling and bank vault oversight Tracked
sales referrals guaranteeing observance of proper procedures and policies Reviewed ledgers, branch audit logs, and closeout, balance, and M&D reports Provided excellent customer service resulting in client satisfaction and repeat business
As Principal, Michael co-chairs the
Investment Committee and
oversees marketing and
sales efforts for the company.
With his education and focus on Marketing and professional
sales, Craig decided to make the transition from
overseeing millions of dollars of product for one of Canada's largest Jewellery Manufacturers and distributers, to the managing of his many loyal clients real estate
investments and dreams.
Steve Fithian serves as a Managing Director
overseeing investment property agent
sales that include multifamily, mini-warehouse, office, retail, undeveloped land and finished lots.
Retail condos that are fully leased at market rates are selling at capitalization rates in the 4's, said Jeff Fishman, a vice chairman with RKF who is
overseeing the firm's
investment sales and advisory services practice.
Transwestern's National Director of Healthcare Eric Johnson took a time out from
overseeing development, leasing and
investment sales for healthcare clients to chat live with CPE editors about the latest news in healthcare real estate.