jo****@sp****.com & No phone number available.

Joseph Carr

Investment Sales and Client Relationship Executive with extensive experience in direct sales and relationship management for pensions, endowments,... | Greater Philadelphia, Greater Philadelphia, United States

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Joseph Carr’s Phone Numbers No phone number available.

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Joseph Carr’s Location Greater Philadelphia, Greater Philadelphia, United States

Joseph Carr’s Expertise Investment Sales and Client Relationship Executive with extensive experience in direct sales and relationship management for pensions, endowments, foundations, healthcare plans, investment consultants, defined contribution plans and family offices. Emphasize relationship building and collaboration with institutional clients to implement long-term strategies and help them successfully grow their investments. Experienced in direct marketing of traditional active, passive, and alternative investment strategies, including emerging markets, fixed income, private equity, real assets, and ESG/Sustainable Investments. Raised over 1 billion in new business, representing annual revenue of 1.5 million. Areas of expertise include: Sales Growth Marketing Client Relations Traditional & Alternative Investments Strategic Business Planning Project Management Leadership Process Improvement Professional Licenses: FINRA Series 6, 7, 63 (Expired), CFA Institute – Claritas Investment Certificate

Joseph Carr’s Current Industry American Corporate Partners

Joseph Carr’s Prior Industry
Vanguard | Aberdeen Asset Management | Abrdn | S And P Dow Jones Indices | American Corporate Partners

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Work Experience

American Corporate Partners

Mentor

Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

S And P Dow Jones Indices

Director, Institutional Asset Owners Channel at S&P Global

Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Abrdn

Senior Business Development Manager

Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)

Aberdeen Asset Management

Client Relationship Manager

Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu May 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)

Vanguard

Relationship Manager

Mon Aug 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

Joseph Carr Email Addresses

jo****@sp****.com Personal Email

No phone number available.

FAQ About Joseph Carr

Joseph Carr is located at
Greater Philadelphia, Greater Philadelphia, United States

Joseph Carr is a
Investment Sales and Client Relationship Executive with extensive experience in direct sales and relationship management for pensions, endowments, foundations, healthcare plans, investment consultants, defined contribution plans and family offices. Emphasize relationship building and collaboration with institutional clients to implement long-term strategies and help them successfully grow their investments. Experienced in direct marketing of traditional active, passive, and alternative investment strategies, including emerging markets, fixed income, private equity, real assets, and ESG/Sustainable Investments. Raised over 1 billion in new business, representing annual revenue of 1.5 million. Areas of expertise include: Sales Growth Marketing Client Relations Traditional & Alternative Investments Strategic Business Planning Project Management Leadership Process Improvement Professional Licenses: FINRA Series 6, 7, 63 (Expired), CFA Institute – Claritas Investment Certificate American Corporate Partners

Joseph Carr currently works in the
American Corporate Partners

Joseph Carr specializes in
Investment Sales and Client Relationship Executive with extensive experience in direct sales and relationship management for pensions, endowments, foundations, healthcare plans, investment consultants, defined contribution plans and family offices. Emphasize relationship building and collaboration with institutional clients to implement long-term strategies and help them successfully grow their investments. Experienced in direct marketing of traditional active, passive, and alternative investment strategies, including emerging markets, fixed income, private equity, real assets, and ESG/Sustainable Investments. Raised over 1 billion in new business, representing annual revenue of 1.5 million. Areas of expertise include: Sales Growth Marketing Client Relations Traditional & Alternative Investments Strategic Business Planning Project Management Leadership Process Improvement Professional Licenses: FINRA Series 6, 7, 63 (Expired), CFA Institute – Claritas Investment Certificate

Joseph Carr speaks the following languages:
No languages available.

Joseph Carr has prior experience in the following industries:
Abrdn , Aberdeen Asset Management , Vanguard

Joseph Carr has the following professional experience:
American Corporate Partners , S And P Dow Jones Indices , Abrdn , Aberdeen Asset Management , Vanguard .