Alan Bundy is a highly qualified professional, who works in Strategic Income Portfolio Solutions main office of which is in 1847. on the position of Partner since 2016. This expert has earned professional experience in more than eight positions at various companies. Alan Bundy went to the The University of Texas at San Antonio and was studying from 1996 to 2001. Atlanta, Georgia is the city, where this person was lastly known to live. Alan's email address and phone number can be easily accessed through this website on demand.
Name variants:
Allan Bundy,
Allen Bundy,
Al Bundy
Last updated Jun 26, 2024
Contact Information
Last Update
Jan 29, 2016
Email
ab**@aam.us.com
Location
Atlanta, GA
Company
Strategic Income Portfolio Solutions
Workplace
Work History
Territory Account Executive
607 east Sonterra Blvd SUITE 250, San Antonio, TX 78258
Quite simply, my job is to enable my clients to deliver business outcomes through IT. Reducing costs, increasing efficiency, and driving innovation are common areas of concern for the busin...
Mar 1, 2015 — May 2016
Regional Advisory Consultant
18925 Base Camp Rd SUITE 203, Monument, CO 80132
Recruited to grow distribution and product sales for key lines of business to include UITs, Separately Managed Accounts, and Mutual Funds. Responsible for identifying solutions designed to a...
Jan 2014 — Feb 2015
National Account Sales and Service
18925 Base Camp Rd SUITE 203, Monument, CO 80132
Worked with Financial Professionals within the Independent Broker-Dealer and RIA communities throughout the US and specialized in fixed income, UIT, and SMA offerings. Responsible for cultiv...
Dec 2010 — Dec 2013
Senior Vice President
Worked with families and individuals to aide them in achieving their financial goals through ongoing consultation and understanding of their needs and objectives. Worked directly with the Pr...
Jan 2008 — Nov 2010
Vp, National Account Sales and Service
18925 Base Camp Rd SUITE 203, Monument, CO 80132
Covered several Key Accounts within the Independent Broker-Dealer and RIA channels while managing a sales team that consistently exceeded goals. Developed business plans, marketing campaigns...
Mar 2002 — Dec 2007
Education
1996 — 2001
Occupations
Executive
Owner
Vice President
Chief Executive
Skills
Strategic Planning
Consultative Selling
Building Effective Relationships
Referrals
Networking
Fixed Income Portfolio Management
Fixed Income Strategies
Financial Services
Model Portfolios
Fixed Income
Fixed Income Analysis
Investment Strategies
FAQs about Alan Bundy
What is the main profession of Alan Bundy?
This professional's job is Partner
What jobs is Alan Bundy a professional at?
Alan is a professional Executive and Owner jobs.
Where does Alan Bundy currently live?
Alan Bundy currently lives in Atlanta, Georgia.
What is Alan's email?
Alan Bundy's email is ab**@aam.us.com.
How many companies did Alan Bundy work at?
Alan Bundy worked at eight jobs.
What education does Alan Bundy have?
Alan studied at the University of Texas at San Antonio from 1996 to 2001.
What is professional industry that Alan Bundy worked in?
Alan works in Financial Services industry.
What are the skills of Alan Bundy?
Alan has skills in the following areas: Strategic Planning, Consultative Selling, Building Effective Relationships, Referrals, Networking, and Fixed Income Portfolio Management.