AHMED SHEHATA

Advisor Consultant

Lord Abbett

07.2021 - 06.2024

Mutual fund and separately managed account sales for a firm with approximately $200 billion in assets under management.
Consultative sales to financial advisors across Wirehouses, Independents, Banks and RIAs across the United States.
Presented product comparisons utilizing YCHARTS, Morningstar comparison, and Morningstar portal tool showcasing metrics such as standard deviation, alpha, and sharpe ratio.
Responsible for 7 trades of over $1 million in various funds over the past year.
Focused on financial advisors who have done $500K+ in the past 2 years, pure prospects, and advisors with high potential collaborating with External Wholesalers to convert them into $1MM producers.
Experienced in selling our short, intermediate, credit, municipal, and equity suites along with our alternative strategy.
Ranked the top MVP for our growth campaign for Edward Jones Advisors.
Quarterly in-depth presentations of various funds to the sales team and upper management by establishing strong relationships with fund managers to gain insight on investing objectives and asset selection.
Mentored junior sales associates in consultative selling, opening and closing techniques.

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