Julie Anne Markwood

Focused on developing clear, concise messaging and targeted outreach that encourages potential investors to participate in client capital raises, primarily in private, small to medium-sized businesses.

Recruited to Washington, DC, area to develop and manage a comprehensive expansion strategy for former #1 producer with New York Life/Eagle Securities.

Partnered with boutique investment advisors to strengthen marketing efforts and broaden distribution avenues.

Hired to elevate taxable and municipal separate account offerings among independent advisors, broker/dealers, and investment consultants, immediately preceding 2008 financial crisis.

Drove growth of AUM from $325M at hire to over $3 billion in Q1 2008 through strategic business development, targeting affluent individuals and institutional investors. Expanded market presence into four states by managing critical relationships with broker/dealer referral partners.