Jim Adams

Senior National Account Manager @MFS Investment Management

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 1988 — Present

Senior National Account Manager @MFS Investment Management

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Boston, MA, US

Consult financial advisors and home office personnel of broker dealers throughout the United States. Place calls and provide information to staff about portfolio composition, relative performance and product design; develop and maintain relationships with registered representatives to promote the sale and retention of MFS mutual funds, separately managed accounts, and 529 products. Spend time traveling in the territory to facilitate face to face meetings with clients. Knowledgeable on partner firm platforms. Provide business development and practice management ideas to clients.

SKILLS

ManagementSalesSales ManagementFixed AnnuitiesSeries 6Portfolio ManagementAccount ManagementBusiness StrategySeries 63InvestmentsRelationship ManagementMutual FundsRisk ManagementSeries 7Business DevelopmentSeparately Managed Accounts

ABOUT JIM ADAMS

MFS Investment Management is an active, global asset manager with a uniquely collaborative approach to build better insights for clients. Its investment approach has three core elements – integrated research, global collaboration, and active risk management. Through the combined application of these three principles, the firm works to deliver durable investment solutions for the individual and institutional investors it serves.

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Jim Adams — Senior National Account Manager at MFS Investment Management in Boston, MA, US | Unifers