Liz Burns Sadwick
Director - Advisor Strategy at Ascensus Government Savings
- Role
- Director - Advisor Strategy at Ascensus
- Location
- Providence County, RI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Liz Burns Sadwick
Develop and execute growth plans around intermediary distribution for investment products…
Experience
Director - Advisor Strategy
Jun 2016 — Present · Newton, MA, US
Skills
- Managing Accounts
- Fixed Income
- Fund of Funds
- Public Relations
- Finra
- Business Strategy
- Institutional Investments
- Social Media Marketing
- Etfs
- Sales Management
- Series 65
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Private Equity
- Marketing Strategy
- Key Account Management
- Wealth Management
- Managed Accounts
- Series 63
- Marketing
- Investments
- Hedge Funds
- New Business Development
- Asset Allocation
- Mutual Funds
- Finra Series 66
- Product Development
- Wealth Management Services
- Financial Advisory
- Uniform Combined State Law
- Investment Management
- Distribution Strategies
- Equities
- Series 24
- Portfolio Management
- Marketing Communications
- Series 7
- Contract Negotiations
- Investment Advisory
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