Shane Asgari
Relationship Manager at Polen Capital
- Role
- Vice President, Relationship Manager at DWS Group
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Experience
Vice President, Relationship Manager
Feb 2025 — Present · Los Angeles, CA, US
Manage a territory with $ 3.5 B in assets across Southern California, Arizona, and Southwest Canada- Partner with top advisors of major wirehouse, independent broker-dealers, RIA, and Multi-Family Offices to deliver client-focused education on investment strategies, fostering stronger advisor relationships and increasing product adoption- Focused on prospecting new line\'s of business for the organization that range in actively managed ETF\'s and Private Credit
Education
Simon Fraser University
Bachelor of Business Administration (BBA)
Skills
- Investments
- Microsoft Excel
- Sales Management
- Financial Modeling
- Negotiation
- Microsoft Office
- Banking
- Business Analysis
- Business Development
- Leadership
- Management
- Corporate Finance
- Business Strategy
- Strategic Planning
- Risk Management
- Marketing Strategy
- Sales
- Market Research
- Project Management
- Financial Analysis
- New Business Development
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