Dave Seibert
Executive Director Separately Managed Accounts at Advisors Asset Management, Inc.
- Role
- Executive Director - Separately Managed Accounts at Advisors Asset Management, Inc.
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Dave Seibert
A high-energy, results-oriented and relationship-driven financial product salesperson…
Experience
Executive Director - Separately Managed Accounts
Advisors Asset Management, Inc.
Feb 2009 — Present · Murfreesboro, TN, US
As Product Manager of our SMA suite of offerings, which is part of an overall asset impact of $2.9BN, I focus on assisting the AAM Sales Teams with prospecting and visiting Independent Broker Dealers and Registered Investment Advisor clients. As an asset gathering resource, I work with AAM Internal Wholesalers on product knowledge and conference calls with advisors as well as traveling with External Wholesalers in their territories throughout the United States. I work directly with the Portfolio Management Team to highlight SMA product offerings across all independent and turnkey asset management platforms. In July 2010 I was promoted to First Vice President – Structured Products. My additional responsibilities included the management of a team of specialists who assisted the sales teams with expanding their structured products and other AAM investment business.
Education
State University of New York College at Old Westbury
Bachelor of Science (B.S.)
1989 — 1993
Skills
- Wealth Management
- Finance
- Trading
- Asset Allocation
- Mutual Funds
- Risk Management
- Fixed Income
- Alternative Investments
- Series 7
- Financial Services
- Equities
- Series 63
- Securities
- Public Speaking
- Bonds
- Financial Advisory
- Structured Products
- Asset Management
- Portfolio Management
- Investments
- Unit Investment Trusts
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