Financial Services - sales for traditional long-only funds, ETFs, SMAs as well as alternative investments. Expertise in tax focused strategies for business owners, corporate execs and HNW individuals.
What am I doing – describe your current role and objectives:
External Wholsaler for the Eaton Vance, Parametric and MSIM product set (alts and long only) covering wirehouse financial advisors throughout North TX/OK.
Connections trying to make:
Financial advisors, business owners, corporate execs, PE/HF/VC/Private RE & Credit folks
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