Ross Haeberle
Sr Regional Consultant - Retail @MFS Investment Management
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WORK HISTORY
Sr Regional Consultant - Retail @MFS Investment Management
Des Moines, IA, US
Consult financial advisors throughout Iowa. Place calls and provide information to advisors about portfolio composition, relative performance and product design; develop and maintain relationships with registered representatives to promote the sale and retention of MFS mutual funds, separately managed accounts, and 529 products. Spend time traveling in the territory to facilitate face to face meetings with clients. Knowledgeable on partner firm platforms. Provide business development and practice management ideas to clients.
EDUCATION
Trinity College-Hartford
Bachelor of Science, Economics
SKILLS
ABOUT ROSS HAEBERLE
MFS Investment Management is an active, global investment manager with a uniquely collaborative approach to build better insights for clients. Its investment approach has three core elements – integrated research, global collaboration, and active risk management.
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