Angela R.

Skills

Microsoft office, CRM Management, Salesforce, Pitchbook, All standard industry prospecting tool including evestment analytics.

FINRA Series 7 & 66 licensed.

About

A highly accomplished professional who for the past 15 years has focused precisely on the skill set necessary for achieving success within the business development functions for several notable asset management firms across the spectrum of private and public equity, fixed income and alternative strategies.

Demonstrated the ability to build and deepen relationships across the institutional and intermediary channels with global/US-based consulting firms, pension funds, and E&Fs.

Created and executed strategic plans which have resulted in multi-billion increased firm AUM and enhanced client retention.

Extensive experience includes the necessary business development activities including leading client meetings, managing CRM systems as well as coordinating the completion of RFPs/DDQs.