Christopher Donnager
MFS Investment Management
- Role
- Sr Regional Consultant at MFS Investment Management
- Location
- Carlsbad, CA, US
- LinkedIn followers
- 500 followers
About Christopher Donnager
MFS Investment Management is an active, global asset manager with a uniquely…
Experience
Sr Regional Consultant
Mar 2014 — Present · US
Consult with financial advisors throughout California, Nevada, & Hawaii. Place calls and provide information to advisors about portfolio composition, relative performance and product design; develop and maintain relationships with registered representatives to promote the sale and retention of MFS mutual funds, separately managed accounts, and 529 products. Spend time traveling in the territory to facilitate face to face meetings with clients. Knowledgeable on partner firm platforms. Provide business development and practice management ideas to clients.
Skills
- Investments
- Wealth Management
- Mutual Funds
- Series 63
- Asset Allocation
- Financial Advisory
- Defined Contribution
- Series 7
- Asset Management
- Investment Advisory
- 401k
- Pensions
- Finra
- Alternative Investments
- Securities
- Retirement
- Investment Strategies
- Fixed Income
- Investment Management
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