1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA®
Heads of distribution and national sales managers are guiding their teams through uncharted waters. A panel of senior sales leaders shares perspective on the current environment, what’s working and what's not, how they are coordinating sales, marketing and analytics efforts, and developments at distributors. They’ll also peer "over the horizon" at how they are forward planning and setting up their teams for future success.
Brett Wright, Head of Client Solutions Group Americas, Macquarie Group.
Pat Feigley, Managing Director, Head of US Global Wealth Management Sales, PIMCO.
Bob Geppner, Head of National Sales – US, Franklin Templeton.
Tom Malone, Partner, Co-Head of Client Services, Lord Abbett.
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