elizabethlesar
Bio: Accomplished Marketing, Sales, and Client Service professional in the Financial Services industry. Specialties: Technical expertise in Alternative and Traditional Investments including Derivatives, Equities, and Fixed Income products. Expertise in creating, writing, and updating Marketing materials using MS Office including PowerPoint and Excel. Knowledge of CRMs. Leadership in investment decision-making. Excelling in revenue production and business development via fundraising and research sales, and developing client investor relationships. Rolodex consisting of institutional investors, including public and private pension funds, consultants, family offices, RIAs, foundations, endowments, and broker-dealer platforms. Series 3, 7, 55, and 63.
elizabethlesar 