Business Development Associate
WealthX
Sep 2017 - Sep 2018 (1 year 1 month)
Wealth-X is a global wealth intelligence and market research firm specializing in research and data on the wealthy. Our data is leveraged by financial services, luxury, non-profit, education, and real estate client to help better understand their clients and prospects.
• Started key relationships with 12 of the “Top 40 Wealth Management Firms” and several top luxury brands in 6 months
• Created targeted outreach campaigns to initiate sales cycles with firms and brands the company did not have prior interaction with
• Contributed to the expansion and scope of the Wealth-X product offerings, data strategy, and development of future client strategy
• Researched current events, news, and trends in the financial services, in