Top producing business development leader with strong record of delivering quality solutions for clients and acquiring new assets. Proficient in proactively managing and engaging book of business while consistently generating reliable leads for business partners. Schedule and lead client appointments while applying a consultative solution process to effectively engage clients in a more in-depth conversation about their investment process, needs and drivers.
Luke Trotochaud
Wealth Manager
Brophy Wealth Management
United States, New Hampshire, Bedford
About Me
Profile Information
Wealth Manager
Brophy Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Bedford
New Hampshire
United States
Jan 15, 2025
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