Mike Wheelihan
Business Development Manager at Wellington Management
- Role
- Managing Director and Business Development Manager at Wellington Management
- Location
- Hingham, MA, US
- LinkedIn followers
- 500 followers
Experience
Managing Director and Business Development Manager
Jan 2014 — Present · Boston, MA, US
Business development manager in the US Financial Intermediaries Group. Responsible for managing and growing the relationships with our financial intermediary clients, including variable annuity and mutual fund sponsors, insurance companies, global private banks, wealth management firms, and outsourced CIOs. Focused on building relationships and understanding client investment objectives in order to identify investment solutions that can meet client needs. Responsible for working with the investment and business professionals, CIO teams, and Board of Directors at each client to assist in evaluating portfolio risks, performance, competitive positioning, resolving administrative and operational issues, and identifying new product development opportunities across traditional and alternative asset classes.
Education
Dartmouth College
Bachelor of Arts (BA), Economics
2000 — 2004
Skills
- Fixed Income
- Investments
- Alternative Investments
- Financial Services
- Asset Management
- Equities
- Portfolio Management
- Hedge Funds
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