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Institutional Equity Sales

Developed and manage a territory through extensive cold calling and relationship management - currently manage a client book of 75 clients (prospects and paying) and co-manage over 300+ accounts.

Coverage of institutional accounts predominantly on the West Coast and Canada (California, Washington, Oregon, Utah, British Columbia, Calgary, Toronto, Quebec) as well as various accounts in the Mid-West and East Coast (NY, CT, MA, IA, VA).

Constantly use my own knowledge of the markets and individual companies to develop client interaction as well as generating leads. Produce my own proprietary morning note and stock calls tailored to client interest.

? Utilize an equity research platform to form and maintain relationships with buy side clients including portfolio managers, analysts, CIO’s, and traders.
? Developed and managed a territory through extensive cold calling and relationship management - currently manage a client book of 75 clients (prospects and paying) and co-manage over 300+ accounts.
? Coverage of institutional accounts predominantly on the West Coast and Canada (California, Washington, Oregon, Utah, British Columbia, Calgary, Toronto, Quebec) as well as various accounts in the Mid-West and East Coast (NY, CT, MA, IA, VA).
? Clients include pensions, insurance funds, hedge funds, and mutual funds.
? Participated and helped complete 100’s of transactions since Jan 2012 (public and private companies w/ market capitalizations from $10MM-$10B+) – 78 transactions since 2013.
? Weekly travel on roadshows with corporate management teams to visit buyside clients.
? Constantly use my own knowledge of the markets and individual

Find out detailed information about ALDEN CARRERE, Institutional Equity Sales in CORONA DEL MAR, CA

ALDEN CARRERE: Institutional Equity Sales in CORONA DEL MAR, CA

ALDEN CARRERE

Seaport Global Securities

Franciscan University