Senior investment executive with leadership experience across all facets of the investment business including client service, business development, consultant relations, outsourced CIO, asset allocation, and liability driven investment strategies. Successful in achieving high levels of client retention and asset growth through strong relationship management and consultative sales efforts. Strong experience in leading a team of client service professionals as well as extensive experience directly managing complex institutional client relationships across various market channels. Comprehensive product knowledge across most equity, fixed income and alternative strategies.
Dan Mcfadden
Chairman of the Board of Trustees
New Castle County
United States, Delaware, Wilmington
About Me
Profile Information
Chairman of the Board of Trustees
New Castle County
Investment Team
Investor
Pension
Wilmington
Delaware
United States
Aug 21, 2024
More profiles to browse
EM
Edward Milowicki
Chief Financial Officer
CP
Christine Piekarski
Senior Financial Officer
MS
Michael Smith
Chief Financial Officer
RK
Rajesh Kumar Singh Parmar
Founder & Managing Director
You Might Like
JB
Joy Bunzel
Client Services
Sierra Investment Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
JM
Justin Molina
Manager, Client Services
Wall Private Wealth