Charissa Pal

Associate Wholesaler - Assistant Vice President @AllianceBernstein

Miami-Fort Lauderdale, FL, US
MOBILE NUMBERS
+19•••••••74

Signup · Get unlimited contacts

WORK HISTORY

May 2010 — Present

Associate Wholesaler - Assistant Vice President @AllianceBernstein

View department →

Miami, FL, US

Representative for retail distribution channel for offshore investments. Territory coverage include: Miami, Arizona and West Coast based advisors within major Wirehouses and Regional and Independent channels.Proactively contact individual offshore advisors and teams. Work together with Regional Managers to create and develop client relationships. Strive to foster service oriented sales efforts to increase offshore wallet share. I also travel to regions to promote and position investment solutions within AB fixed income, equity and alternatives strategies.

SKILLS

Spanish-SpeakingBusiness DevelopmentAsset ManagementInvestmentsFinancial AdvisoryFinanceFinancial ServicesEquitiesSalesEtfsPortfolio ManagementFixed IncomeAsset AllocationManagementSeries 7Salesforce.comFinancial AnalysisAlternative Investments

ABOUT CHARISSA PAL

Charissa Almonte Pal is an Associate Wholesaler - Assistant Vice President, in…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Charissa Pal — Email, Phone Number & Contact Info | Unifers