Rich Jacquemart
wholesaler at first trust advisors l p @ First Trust
Rosemount, Minnesota, United States
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Rich Jacquemart is a highly experienced professional with 26.8 years of work experience in education and institutional sales. Based in the United States, he has a strong focus on meeting clients' needs and leading sales and client service teams to increase revenue and improve strategic focus. Rich specializes in direct sales expertise, investment prodcut expertise, and strategic business planning. He is skilled in communicating with others and has excellent communication skills.
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Emails and Phone Numbers

@yahoo.com
@ftportfolios.com
+1 630765****
+1 800621****
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About

I maintain relationships with Advisors, RIAs, Consultants and Institutional Investors and focus on meeting their needs. I also have experience leading sales and client service teams to increase revenue, improve strategic focus and successful sales and service disciplines. Specialties: Direct sales expertise. Investment prodcut expertise, Exchange Traded Funds, Mutual Funds, Managed Accounts, Asset Allocation, Retirement Plans, and Night Net Worth. Sales management leadership. Strategic business planning and problem solving. Communicaiton skills and public speaking experience.

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Work Experience

120 E. Liberty Drive, Suite 400, Wheaton, Illinois, 60187, US

Financial Services

1041
Phone
+1 8006211675
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Rich Jacquemart's Professional Milestones

  • Wholesaler (2007-01-01~): Provided exceptional customer service, achieving increased customer satisfaction and building strong client relationships.
  • Wholesaler (2007-01-01~): Streamlining the procurement process, optimizing efficiency and reducing costs for wholesale and retail operations.
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Education

University of Wisconsin-La Crosse
University of Wisconsin-La Crosse

Finance And Economics

1990-1995
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