Reid McDermott
Regional Director at Xtollo Investment Partners
- Role
- Regional Director at Xtollo Investment Partners
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Reid McDermott
I\'m a Regional Director focused on the West Coast, helping RIAs and financial advisors access institutional-quality investment strategies through Kensington Asset Management and The Leuthold Group.My work sits at the intersection of investment strategy and advisor relationships — translating complex market signals into portfolio solutions that advisors can actually use and communicate to their clients. Whether that\'s navigating a defensive posture during volatility or positioning for offense when the signal turns, I bring a direct, research-backed perspective to every conversation.If you\'re an RIA or Independent Advisor looking for strategies with real risk management discipline, let\'s talk.
Experience
Regional Director
Sep 2024 — Present · Seattle, WA, US
Develop and execute a comprehensive sales strategy to meet or exceed territory sales goals.Represent Xtollo’s investment solutions to financial advisors, broker-dealers, RIAs, and other financial professionals.Build and maintain strong, consultative relationships with new and existing clients.Act as a trusted partner by understanding client needs, providing tailored solutions, and delivering ongoing support.Partner with internal teams, including Marketing, Product, and Client Services, to align sales efforts with company goals.Coordinate with Internal Wholesalers to ensure effective communication and follow-through.Stay informed about industry trends, competitor offerings, and market dynamics to position Xtollo competitively.Conduct presentations, seminars, and training sessions to educate clients on Xtollo\'s products and value proposition.Track and analyze sales performance metrics, providing regular updates and insights to leadership.Utilize CRM tools to manage client interactions and maintain accurate records.
Education
Missouri Western State University
Master's, Sport and Fitness Administration/Management
2017 — 2018
Iowa State University
Bachelor of Science - BS, Kinesiology and Exercise Science
2014 — 2017
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