Kent McGlincy
Senior Client Portfolio Manager at Invesco Us
Based in Denver, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Denver
Industry
Financial Services
Company size
5K
Contact information
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k•••••••@invesco.com
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Background
About Kent McGlincy
Contact: 303-859-1389 Asset Management Professional with 10+ years of advisor consulting, and 15+ years of financial sales experience, distributing Mutual Funds, Separately Managed Accounts, Unit Trusts, Exchange Traded Funds and Alternative Investments. Has a thorough understanding of Broker-Dealer, Independent Broker-Dealer, RIA & bank / trust channels. Strength in public speaking, end-client meetings, Advisor consultation and organizing teams. Ensure Advisors receive relevant and useful ongoing sales training, including advanced sales concepts. Excels at managing cross-functional teams to motivate, unify and succeed at achieving business goals. Deep understanding with firms such as Fidelity, Charles Schwab, Morgan Stanley, UBS, Wells Fargo, Raymond James, LPL, Ameriprise, Edward Jones, Cambridge Investments and Commonwealth Financial.
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