GW&K Investment Management

Vice President, Sales Desk Manager

Sales Desk Manager

JLT Capital Partners LLC

JLT Capital Partners focuses exclusively on business development for a highly select group of exceptional asset managers primarily in the alternatives space. We offer a range of solutions from fully outsourced business development to mandates focused on a specific distribution channel or other well-defined target market. Our comprehensive Sales, Marketing and Relationship Management services are tailored to each of our manager client's needs.

Senior Vice President

Newfound Research LLC

Manage a sales territory encompassing all channels in a seven state region

Regional Manager, Vice President of Advisor Solutions - New England & Upstate NY

AMG Funds

Responsible for mutual fund and separate account sales within a five state region

Increased sales in the territory an average of 38% per year

Conducted face-to-face meetings, branch presentations, and client seminars with financial advisors and branches.

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Mike Kaplan, CIMA®'s Linkedin Analytics

Mike Kaplan, CIMA®

Want to drive more opportunities from LinkedIn?

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Mike Kaplan, CIMA®

Want to drive more opportunities from LinkedIn?

Mike Kaplan, CIMA®'s Linkedin Analytics