We found the following information about Sally Hogan at Tortoise, where this expert has worked as a Regional Vice President since 2019. Sally's total work experience is over ten years, during which time this expert had at least six jobs at different companies to develop skills. Sally studied at the Princeton High School. This professional received the following certifications: Financial Industry Regulatory Authority (Finra), Series 7, and Series 66. Currently, Sally lives in Princeton, New Jersey. You can contact with Sally by searching for phone or email address or find exhaustive info by requesting access to this professional's additional details.
Name variants:
Sadie Hogan
Last updated Jun 16, 2024
Contact Information
Last Update
Jul 9, 2022
Email
sa**@blackrock.com, sa**@gmail.com
Location
Princeton, NJ
Company
Workplace
Colleagues
Work History
Regional Vice President
11550 Ash St SUITE 300, Leawood, KS 66211
Responsible for the distribution of Tortoise Investments; MF’s, ETF’s, PE & CE’s to Wirehouses, RIA’s, and IBD’s in NYC and NJ.
from Jun 2019
Regional Vice President
1555 Peachtree St, Atlanta, GA 30309
Recruited by Invesco from Voya. Distribute Mutual Funds, ETF's (formerly PowerShares & Guggenheim), SMA’s & UIT’s to Financial Advisors in Central/Northern NJ
Jun 2018 — Jun 2019
Investment Management Consultant and External Wholesaler
55 east 52Nd St, New York, NY 10055
Responsible for distribution of 500+ Products: Mutual Funds, iShares ETF's, SMA's, Alts, and CE's to Financial Advisors in New Jersey.
Transformed NJ territory from Bottom Quartile in 2012...
Nov 2011 — 2016
Internal Wholesaler
New York, NY
Proactively positioned Mutual Funds (open & closed end), SMA’s, & Alternative Investments to FA's in So. FL
Won numerous Sales contests
Promoted from Internal Wholesaler in 2005
Award
"...
2004 — 2007
Credit Analyst, Assistant Vice President and International Private Finance
New York, NY
Associate RM in the High Net Worth Private Client area for securities-based lending products. Analyzed HNW portfolios and recommended diversification and liquidity strategies.
2002 — 2003
Education
Occupations
Executive
Regional Vice President
Vice President
Chief Executive
Skills
Mutual Funds
Alternative Investments
Asset Management
Investment Management
Investment Strategies
Investments
Wealth Management
Series 63
Portfolio Management
Separately Managed Accounts
Sales
Financial Services
Relationship Management
Fixed Income
Securities
Equities