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Accomplished, consultative sales executive qualified with the skills and expertise to deliver investment solutions to large institutional investors such as pension plans, endowments and foundations, insurance companies and consultants. Skilled in tailoring investment strategy communications and presentations to audiences with varying levels of investment sophistication. Demonstrated and tenacious track record of business development for equity, fixed Income, multi-asset and alternatives sectors. Relevant experience includes sales management, portfolio management and trading experience. Talented relationship manager, with a high degree of emotional intelligence, who can deliver the whole firm and boasts a 98% retention rate. Collaborative team player that has presented thousands of times. Passed Series 3, 7, 63, 65. Windows and IOS software; salesforce.com; Bloomberg.
Check out Terri Bell Clouse's verified LinkedIn stats (last 30 days)
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