Bruce Rae

Sales-driven professional with a proven track record of delivering value-added solutions to major institutions in the US and Europe. Expertise in investments, asset management, and portfolio management. Generates revenue for firm while providing high-quality service to clients. Proud member of the Mill Street Research team, a leading research platform of equity and quant-driven focus. Contributes to diverse and sophisticated client base with market insights and innovative products. Mission is to build and maintain long-term relationships with clients, partners, and colleagues, contributing to firm's growth and success. 23 years of experience as a dynamic sales executive with hands-on experience in financial sales and a talent for navigating challenges. Strong problem-solving skills and proactive approach to new tasks. Adaptable, creative, and results-oriented. Committed to making meaningful contributions and advancing organizational goals while consistently providing a high level of customer service and increasing revenues. Effectively identifies, analyzes, and acts upon leads, opportunities, and sales funnels by leveraging sales technologies, software, and CRM data. Personable communicator focused on exceeding client expectations and delivering exceptional results. Driven senior consultant with 23 years' experience in the financial sales and marketing field. Adept in collaborative problem-solving, risk management, and creative solutions. Passionate about bringing changes in businesses. Proficient in conducting primary and secondary research.

• Series 24
• Series 7
• Series 66 - FINRA