Donald B.
Account Manager - Millbrook Support Services, Inc.
- Role
- Managing Director - Strategy and Business Development at Black Swift Group
- Location
- Garden City, NY, US
- LinkedIn followers
- 500 followers
About Donald B.
Extensive experience in managing relationships and account management. I see my role as not only managing people and relationships but solving problems, mentoring my fellow co-workers and counterparts and being a positive influence on the business on a daily basis. Experienced Business Development and operations specialist with a demonstrated history of building teams and managing novel products in the financial services industry. Investment professional with creative problem solving abilities and thought leadership skills with a focus on Alternative Investments, operations and risk management.
Experience
Managing Director - Strategy and Business Development
Apr 2020 — Present · NY, US
Multi-strategy boutique asset manager working with HNW Individuals, Family Offices, Endowments and Foundations. Strategic initiatives including partnerships, repositioning of funds, operational efficiencies and client outreach.
Education
St Francis Xavier High School
College Prep
1982 — 1986
Boston College
Bachelor of Science - BS
1986 — 1990
Skills
- Portfolio Management
- Derivatives
- Thought Leadership
- Tax Liens
- Capital Markets
- Series 7
- Electronic Trading
- Finra
- Relationship Building
- Equities
- Options
- Employee Benefits
- Licensed Life and Health Insurance Agent
- Asset Protection
- Alternative Investments
- Income Properties
- Aml/Kyc
- Operations Management
- Succession Planning
- Series 55
- Wealth Preservation Planning
- Hedge Funds
- Bloomberg
- Series 24
- Strategic Planning
- Creative Problem Solving
- Series 3
- Investments
- Trading
- Securities
- Estate Planning
- Retirement Income Strategies
- Series 63
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