Shamus Kimble
Asset Manager/Funding Specialist: Provide investor wealth strategies, commercial funding, business funding, Mining funding, international funding..
- Role
- Asset Manager at The Veracity Group
- Location
- Roswell, GA, US
- LinkedIn followers
- 500 followers
About Shamus Kimble
Are you a business owner that is frustrated with negative items on a piece of paper that…
Experience
Asset Manager
Jan 2020 — Present · New York, NY, US
Highly dedicated asset manager with an exceptional work ethic and customer service record. Adept at explaining complex financial management concepts and practices to a wide variety of audiences. Strong multitasker with the ability to manage multiple accounts across a variety of businesses. Asset Manager Job Responsibilities: • Manages client assets according to investment preferences and goals. • Meets with clients to assess asset status, needs, risks, goals and progress. • Develops, organizes and maintains client portfolios. • Studies market trends to maximize profits and identify investment opportunities. • Supervises employees who assist in financial reporting and budgeting. • Coordinates with property managers, brokers and other third parties. • Fosters and maintains positive client relationships. • Contributes to team efforts by accomplishing related tasks as needed.
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