garyrettig

Collaborate on a team managing $2.9 billion in assets, specializing in alternative investments, including private equity, hedge funds, real estate & private credit. ● Conduct daily client interactions with high net worth individuals, delivering performance reports and facilitating alternative investment analysis. ● Build and maintain strong relationships with ultra-high-net-worth clients through regular consultations, delivering tailored solutions and driving portfolio growth. ● Deliver clear, persuasive presentations and reports on alternative investment opportunities, enhancing client understanding and engagement. ● Coordinate with the team for onboarding and account generation in initial meetings with prospective ultra-high-net-worth clients, leveraging relationship-building skills to expand client base. ● Manage performance reporting for 150–200 high-net-worth clients. ● Execute trading, cash flow planning, portfolio analysis, and tax document distribution for high-net-worth clients, ensuring seamless service delivery and operational efficiency. ● Stay current with asset management industry trends, including alternative investments and market dynamics, through ongoing research, industry publications, and professional development. ● Earned Series 7, Series 66, and SIE licenses while managing administrative tasks for alternative investments, including private equity and hedge funds, demonstrating regulatory knowledge and familiarity with complex products.

Co Founded this in college as well with a separate team Design Products & Ideas on Product to generate user engagement Ultimately, exited this investment when 51% of the company was sold to Creatd (Formerly ticker: CRTD) at a $2m valuation. Played a key role in negotiating buy out deal.

Co founded a project in college Designed product Raised Capital ($250k from Colors DAO) Ultimately, was not technically feasible for devs and gave most of the raise back