Jg R.
👉 Business Development Specialist | Investor Relations Support | Driving Accredited Investor Meetings for Financial Firms
- Role
- Project Manager Business Development Executive at Upwork
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jg R.
I specialize in helping wealth advisors, portfolio managers, and financial firms consistently book meetings with accredited investors through cold calling, SMS, and email outreach.With a proven track record across the US and Canada, I partner closely with Investor Relations teams, Business Development Managers, and Fund Wholesalers to drive growth and secure high-value investor appointments.What I bring: 5+ years of appointment setting and lead generation in financial services (mutual funds, ETFs, REITs, private equity, annuities, commodities, and more) Strong ability to convert no-shows into confirmed meetings through persistent follow-up Certified CRM expert — GoHighLevel, Salesforce, HubSpot, Zoho, Podio, Klaviyo, CallRail, RingCentral, Mojo, JustCall, Adapt, etc. 32/35 projects rated 5 on Upwork for reliability and results Known as the “Cold Call Hunter” — I deliver Wall Street-style prospecting with professionalism, persistence, and proven results. Open to remote opportunities in Appointment Setting | Internal Wholesaling | Business Development Support.
Experience
Project Manager Business Development Executive
Jan 2019 — Present
Education
University of Santo Tomas
Political Science and Government
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.