• VP High Net Worth, Investor Relations

    Bell Partners (Alexandria, VA)
    …Asset Management, Fund Accounting and Investor Relations to align corporate strategies with overall HNW business objectives . + Build enduring HNW client ... Investor Cultivation + Participate in strategic planning with the EVP Client Services and the SVP Partner Solutions to...Bell Partners investment opportunities. + Lead process of the development of all HNW marketing materials (sales… more
    Bell Partners (02/28/24)
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