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Gus Fennell

Senior Advisor Consultant @New York Life Investment Management

Charleston, SC, US
MOBILE NUMBERS
+18•••••••61

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WORK HISTORY

Dec 2025 — Present

Senior Advisor Consultant @New York Life Investment Management

Charleston, SC, US

In my role as a Senior Advisor Consultant, I focus on supporting Wirehouse and Independent Broker Dealers in the Carolinas and Virginia. I lead distribution for all NYLIM\'s specialized boutique investment managers. My efforts are aimed at fostering growth and delivering value beyond traditional product offerings.

EDUCATION

1996 — 2000

University of North Carolina Wilmington

Bachelor of Science (B.S.), Finance and Financial Management Services

1999 — 1999

University of Roehampton

London, United Kingdom, Finance and Financial Management Services

SKILLS

SalesInvestmentsMutual FundsAsset AllocationInstrument Rated, Private PilotFixed IncomeBusiness DevelopmentWealth ManagementAlternative InvestmentsSeparately Managed AccountsFinancial Technology ToolsCapital Markets401(K)EtfsInvestment ManagementRetirement PlanningPublic SpeakingPrivate PilotScuba DivingFinancial Services

ABOUT GUS FENNELL

With over 25 years of experience in financial services sales and marketing, I specialize in leveraging a consultative approach to deliver tailored solutions to wealth management practices. In my current role as Senior Advisor Consultant at New York Life Investments, I focus on fostering meaningful client relationships and providing strategic support that drives growth and performance. My career has been built on a deep understanding of the financial industry, intermediary channels, and traditional & alternative investment vehicles. I am passionate about using my expertise in public speaking, territory management, and relationship building to empower clients and contribute to the success of our organization.

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