Anthony F Xuereb
Senior Relationship Manager @ Polen Capital Management | Asset Management, Investment Management Industry
- Role
- Senior Relationship Manager at Polen Capital
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Anthony F Xuereb
As a Senior Relationship Manager at Polen Capital Management, I bring over 10 years of experience in institutional client servicing, business development, and consultant relations within the investment management industry. My work focuses on fostering meaningful client relationships and contributing to the firm’s strategic growth initiatives by leveraging expertise in institutional business development.
Experience
Senior Relationship Manager
Dec 2011 — Present · Boca Raton, FL, US
Institutional Client Servicing, Business Development, Capital Formation Introduction & Consultant Relations
Education
Queens College
BA
Skills
- Bloomberg
- Rfp
- Asset Management
- E.u. Undertakings for Collective Investment in Transferable Securities Directives (Ucits)
- Portfolio Management
- Equity Research
- Technology Research
- Morningstar
- Equities
- Equity Trading
- Buy-Side
- Ucits
- Investments
- Equity Valuation
- Fundamental Research
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