Marissa Plante
Investment Management Associate at BlackRock
- Role
- Internal Advisor Consultant at BlackRock
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Internal Advisor Consultant
Jul 2011 — Present · Princeton, NJ, US
Partner with the external wholesaler to implement a plan which ensures achieving, US sales objectives based on market trends and client insights.Maintain territorial database in the South Florida Region and Puerto Rico. Keep external wholesaler abreast of financial advisor relationships.Traveling in the South Florida and Puerto Rico territory holding one and one meetings with Financial Advisors and group branch meetings.Traveling to NYC with my external partner meeting with the Financial Advisor and their HNW clients on a potential opportunity.
Education
Johnson & Wales University
Bachelors, Finance
2003 — 2007
Skills
- Commodity
- Series 63
- Closed-End Funds
- Hedge Funds
- Securities
- Portfolio Management
- Series 7
- Asset Management
- Investment Management
- Financial Markets
- Trading
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Finra
- Asset Allocation
- Mutual Funds
- Etfs
- Financial Advisory
- Uniform Combined State Law
- Equities
- Finance
- Bonds
- Fixed Income
- Offshore Mutual Funds
- Wealth Management
- Series 66
- Investments
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