Resumes
Resumes
Head Of Client And Digital Strategies
View pageLocation:
18 Media Luna, Santa Fe, NM 87508
Industry:
Financial Services
Work:
Thornburg Investment Management
Head of Client and Digital Strategies
Crossmark Global Investments, Inc. Jan 2017 - Apr 2018
Managing Director - Head of Distribution
Blackrock Mar 2006 - Jun 2016
Managing Director - Divisional Director
Merrill Lynch Mar 2003 - Mar 2006
Asset Management Advisor - Wholesaler
Manulife Apr 1999 - Mar 2003
Regional Vice President - Wholesaler
Head of Client and Digital Strategies
Crossmark Global Investments, Inc. Jan 2017 - Apr 2018
Managing Director - Head of Distribution
Blackrock Mar 2006 - Jun 2016
Managing Director - Divisional Director
Merrill Lynch Mar 2003 - Mar 2006
Asset Management Advisor - Wholesaler
Manulife Apr 1999 - Mar 2003
Regional Vice President - Wholesaler
Education:
Webster University 1990 - 1992
Masters, International Business Eastern Illinois University 1983 - 1988
Bachelors, Communication, Psychology Windsor High School
Masters, International Business Eastern Illinois University 1983 - 1988
Bachelors, Communication, Psychology Windsor High School
Skills:
Leadership
Strategy
Business Development
Talent Acquisition
Coaching
Cima
Series 24
Series 7
Series 63
Etfs
Institutional Sales
Mutual Funds
Separately Managed Accounts
Alternative Investments
529 Plans
Asset Management
Strategy
Business Development
Talent Acquisition
Coaching
Cima
Series 24
Series 7
Series 63
Etfs
Institutional Sales
Mutual Funds
Separately Managed Accounts
Alternative Investments
529 Plans
Asset Management
Interests:
Animal Welfare
Children
Children
Certifications:
Cima
Investment Management Consultants Association
Investment Management Consultants Association
David Rentfrow
View pageLocation:
United States