Chris Orourke
Senior Account Representative at Schwartz Investment Counsel, Inc
Based in Naples, United States
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Seniority
Staff
Department
Sales & Business Development
Location
Naples
Industry
Financial Services
Company size
19
Contact information
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c•••••••@schwartzinvest.com
Phone
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Background
About Chris Orourke
I leverage my experience and expertise developed over the last 16 years in the mutual fund business providing high-caliber investment and product knowledge, superior shareholder-engaging skills, and proficiency in intermediary sales/wholesaling to meet shareholders’ long-term/short-term investment needs. Proficient in educating and informing the shareholder as well as explaining the investment philosophy/process, features, and performance of mutual fund products, including discussing potential applications and performance outcomes in different financial/economic and market environments has proven to be the core of my many long-standing shareholder relationships, ability to increase AUM and generate profitability- My additional expertise includes: Morally & Socially Responsible Investing (SRI) Client Sourcing/Onboarding & Relations Management Consultative Sales 401k Rollovers IRAs (Traditional/Roth/Simple/SEP/Coverdell ESA) Marketing Metrics New Business Development Operational/Project Management Progress Reporting Referral Generation Relationship Building/Maintaining RFIs (Requests for Information) Revenue Generation Envision Financial Systems PowerAgent Financial Software Morningstar Direct MS Office 365
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