Hello from a wholesaler
Hey everyone
I have been a MF wholesaler for going on 5 years for a boutique fund company, recently turned 27. Tonight my Dad, of all people, suggested that I start looking into furthering my education to advance my career and hopefully move into a national sales director or director of national accounts role. I work mostly with FAs, but have made some relationships with trust companies. Anyways, have really enjoyed reading the blog posts, will share some of my limited sales knowledge, and hopefully learn a lot
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