* Generating and prospecting new leads to create book of business.
* Targeting General Partners and C-suite decision-makers of alternative investments...
* Generating and prospecting new leads to create a book of business.
* Reaching out to Limited Partners and C-suite decision-makers of family offices...
* Direct responsibility to fully onboard new clients accurately and in a timely manner
* Open new brokerage accounts for various client types including...
* Direct responsibility to fully onboard new clients accurately and in a timely manner
* Open new brokerage accounts for various client types including...