Stewart Martin
Senior Investment Consultant Orion Custom Indexing and OCIO Solutions
- Role
- Senior Investment Consultant Custom Indexing and Ocio Solutions at Orion
- Location
- Lafayette, CA, US
- LinkedIn followers
- 500 followers
About Stewart Martin
Highly accomplished, analytical, and driven Goal-focused Leader & Relationship Development Specialist. Unique ability to seamlessly bridge sales and analysis coupled with the distinct quality of identifying untapped business opportunities and converting them into substantial profit. Proven track record of generating new and repeat business, enhancing team performance productivity, and successfully developing products in the indexing world. Core competencies include: Consultative Selling High-level Presentations Territory Management Market Share Growth Mentoring & Coaching Process Improvement Outgoing Call Campaigns Team Building & Leadership Prospecting / Lead Generation Policies & Procedures Financial Products/Services
Experience
Senior Investment Consultant Custom Indexing and Ocio Solutions
Jul 2024 — Present · Sacramento, CA, US
Education
The University of Kansas
Bachelor of Arts, Political Science
1994 — 1999
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