Rafer Kingston
Investment Management Sales Professional deep experience with a broad range of asset classes and intermediary clients
- Role
- National Accounts - Warehouse, Independent Bd, Ria & Private Bank and Trust at DoubleLine
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Rafer Kingston
Asset Management Sales executive with expertise in private bank platform distribution.Proven track record of developing and executing comprehensive sales and servicing plans covering all components along the entire distribution chain, from home office to end client, including: investment strategy, manager research, product management, and positioning products to drive sales at the field level.Recognized leader in organizing, training and directing sales teams while integrating the appropriate complement of firm resources, with a keen focus on leverage and scale, necessary to maximize results.Deep familiarity marketing and supporting a broad range of vehicle types including mutual funds, etfs, sub-advised, separate accounts, SMAs, offshore funds, hedge funds and private equity including investment strategies in equities, fixed income, real estate, commodities, and quantitative investments.
Experience
National Accounts - Warehouse, Independent Bd, Ria & Private Bank and Trust
Sep 2017 — Present
I serve as the primary resource for leading private banks and trust companies nationally by providing direct support for investment strategy, product management, and manager research teams.
Education
San Diego State University
Bachelor’s Degree, Finance
1993 — 1998
Skills
- Fixed Income
- Sales Management
- Alternative Investments
- Private Equity
- Wealth Management
- Asset Management
- Asset Allocation
- Mutual Funds
- High Net Worth Individuals
- Investment Management
- Investments
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