Brett Benjamin
Vice President, Director of Analytics
Brett Benjamin is a skilled expert, working in Area Real Estate Advisors (Formerly Red Brokerage) main office of which is in 750. on the position of Vice President, Director of Analytics since 2020. Brett Benjamin has earned professional experience in more than eight positions at various companies. Brett Benjamin went to the Tulane University - A.B. Freeman School of Business and got education from 1999 to 2003. Brett Benjamin has such qualifications as Series 7 and Series 66. Kansas City, Missouri is the area, where this person was known to live. The person's email address and phone can be easily accessed through Connexy on demand.
Name variants:
Bret Benjamin,
Bretta Benjamin
Contact Information
Last Update
Feb 1, 2016
Email
br**@yahoo.com
Location
Kansas City, MO
Company
Area Real Estate Advisors (Formerly Red Brokerage)
Workplace
Vice President, Director of Analytics
Work History
Vice President, Director of Analytics
4800 Main St SUITE 400, Kansas City, MO 64112
from Jan 2020
Associate Client Portfolio Strategist
6300 Lamar Ave, Overland Park, KS 66204
Liaison between the firm’s investment management teams and Ivy’s sales teams, distribution partners and relationship managers. This includes representing the firm’s portfolio management team...
Jan 2015 — Jan 2017
Fixed Income Product Manager
6300 Lamar Ave, Overland Park, KS 66204
Product Manager/Portfolio Specialist with a primary focus on the firm’s fixed income investment strategies across retail and institutional products. Managed all aspects of the firm’s fixed i...
May 2011 — Jan 2015
Fixed Income Product Manager
Kansas City
• Product Manager for fixed income investment strategies across the Ivy Funds and Waddell & Reed mutual fund families.
• Primarily responsible for articulating the investment process, po...
from May 2011
J.p.????Morgan????Private????Bank????????????????Global????Wealth????Management
270 Park Ave, New York, NY 10010
As a member of Chicago Financial Leaders team, provided comprehensive investment management services to ultra high net worth clients as well as small/middle market companies. Partnered with ...
Jul 2008 — Sep 2010
Investment Consultant
303 west Madison St SUITE 600, Chicago, IL 60606
Worked with managing partners to provide investment management and financial planning services to high net worth clients including individuals, families/family offices, foundations and other...
Sep 2007 — May 2008
Investment Associate
50 south La Salle St, Chicago, IL 60603
As a member of the Northern Investment Counselors team, I worked with senior portfolio managers and relationship managers to provide investment management services to ultra-high net worth cl...
Apr 2005 — Aug 2007
Education
1995 — 1999
1986 — 1999
upto
Occupations
Executive
Produce Manager
Scientist
Research Analyst
Production Manager
Research Assistant
Survey Researcher
Skills
Series 7
Fixed Income
Investment Management
Portfolio Management
Investments
Asset Managment
Hedge Funds
Mutual Funds
Wealth Management
Financial Analysis
Private Equity
Investment Strategies
Securities
Financial Services
Asset Management
Asset Allocation
Alternative Investments
Equities
Investment Advisory
Capital Markets
Inventory Management
Fixed Asset Management
Fixed Income Portfolio Management
Fixed Income Strategies
High Yield
High Yield Bonds
Product Development
Product Management
Product Marketing
Investment Sales
Investment Advisory Services
Investment Portfolio
Product Strategy
Product Specialists
Leveraged Finance
Wealth Management Services
Financial Advisory