• Associate, US Wealth Advisory Model Specialist

    BlackRock (Princeton, NJ)
    …and fastest growing firms. (2) As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales opportunities with ... the growth of Model Portfolios within a given geography + Embrace data -driven segmentation and the BlackRock sales process to drive deeper relationships with… more
    BlackRock (05/24/24)
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