Shane Asgari

Vice President, Relationship Manager @DWS Group

Los Angeles, CA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2025 — Present

Vice President, Relationship Manager @DWS Group

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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

N/A

Simon Fraser University

Bachelor of Business Administration (BBA)

SKILLS

InvestmentsMicrosoft ExcelSales ManagementFinancial ModelingNegotiationMicrosoft OfficeBankingBusiness AnalysisBusiness DevelopmentLeadershipManagementCorporate FinanceBusiness StrategyStrategic PlanningRisk ManagementMarketing StrategySalesMarket ResearchProject ManagementFinancial AnalysisNew Business Development

ABOUT SHANE ASGARI

Relationship Manager at Polen Capital

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