Jeffrey Royal
Head of Distribution - Partners Finance/Partners Real Estate
- Role
- Head of Distribution at Partners
- Location
- Madison, CT, US
- LinkedIn followers
- 500 followers
About Jeffrey Royal
With over fifteen years of experience in the Financial Services Industry and a recent transition to Commercial Real Estate, I am now the Head of Distribution at Partners Real Estate, a leading provider of commercial real estate solutions in Texas and the Southeast. In this role, I lead the distribution strategy, foster key relationships with clients and wealth managers, and drive growth Partners Capital. My extensive background in sales leadership and distribution has equipped me with the expertise to thrive in this dynamic sector.Previously, I served as Managing Director, Head of US Field Sales at iM Global Partner, a leading multi-boutique investment platform with over $30 billion in assets under management. There, I was responsible for leading a team of regional sales directors, developing and executing the sales strategy, and expanding the distribution network for our diverse range of investment solutions. Prior to that, I was the Director of Distribution for the Northeast US at iM Global Partner, where I managed key relationships with financial advisors, broker-dealers, and platforms, delivering consistent sales results.My strong expertise in retirement, asset allocation, and financial planning has been instrumental in my success, and I am now applying these skills to the commercial real estate sector. I am passionate about providing innovative and tailored solutions to meet the needs and goals of our clients, and I am committed to supporting the mission and vision of Partners Real Estate. I am also eager to learn from and collaborate with my colleagues, partners, and stakeholders, bringing diverse perspectives and experiences to the team.
Experience
Head of Distribution
Mar 2025 — Present · Houston, TX, US
Education
Temple University
Bachelor
2005 — 2009
Skills
- Retirement Planning
- Employee Benefits
- Insurance
- Strategic Financial Planning
- Asset Management
- Estate Planning
- Finance
- Financial Services
- Portfolio Management
- Private Equity
- Retirement
- Wealth Management
- Succession Planning
- Small Business
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