Jesse D.
Associate Regional Director at Russell Investments, Mid-Atlantic Region
- Role
- Associate Regional Director at Russell Investments
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Jesse D.
Our team delivers investment and business solutions, partnering with advisors to provide transition support and help build successful practices. Connect with me to find out more information.I am an Associate Regional Director for Advisor & Intermediary Solutions at Russell Investments. In this role, I am responsible for the service, growth, and expansion of the retail investment market in Philadelphia, New Jersey, Delaware and Central Pennsylvania through my work with financial advisors. I consult advisors on business development, practice management, marketing, capital markets and positioning of Russell Investments’ products.
Experience
Associate Regional Director
Jan 2017 — Present
Education
The University of Kansas
Bachelor of Science - BS
1997 — 2000
Skills
- Portfolio Management
- Investments
- Mutual Funds
- Asset Allocation
- Finance
- Financial Advisory
- Wealth Management
- Investment Strategies
- Alternative Investments
- Series 7
- Asset Managment
- Asset Management
- Retirement Planning
- Investment Advisory
- Equities
- Hedge Funds
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