Harold Clemons
External Sales @Potomac
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WORK HISTORY
External Sales @Potomac
US
Engaged with financial advisors across Florida, Mississippi, and Puerto Rico to introduce innovative risk-managed strategies. • Presented and trained on the Guard Rails proposal system, enhancing client understanding of investment options. • Fostered strong relationships with key stakeholders, driving increased adoption of our services and strategies.
EDUCATION
University of North Alabama
Accounting and Finance
University of North Alabama
BS, Finance
University of North Alabama
Master of Business Administration - MBA, Accounting and Finance
University of North Alabama
MBA, Finance
ABOUT HAROLD CLEMONS
A USAF Veteran Cryptologist who held a top secret clearance and spent 3 years in the southern part of Italy. Now a financial services professional with over twenty years of sales experience. A proven record of developing and managing a territory that consistently exceeded goals. Extensive knowledge of the various distribution channels including the RIA’s and TAMP’s. Started the RIA effort at three different organizations and it became one of our most successful units. Enjoys being in the field, building relationships with advisors and helping them achieve their goals. A strong belief in the consultative process and very dedicated to outstanding service. Covered all channels including the major wirehouses, regional firms, independent groups and the RIA\'s. Experienced in dealing with the various home office due diligence officers in order to get new or additional strategies added to their platform. Experienced with institutional accounts. I have covered the following states, MO, KS, CO, IA, NE, OK, TX, NM, AR, LA, MS, AL and currently covering the majority of the east coast from DC south. Specialties: SMA portfolios, REITS, managed futures, commodities, private equity, mutual funds, ETF\'s, MLP\'s and closed end funds.
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