Asset Management, Brand Marketing (Branding), Business Development, Channel Management, Communication Skills, Competitive Analysis/Strategy, Conferences, Cross-Functional, Customer Relationship Management (CRM), Customer/Client Research, Distribution Channel, Distribution Management, Due Diligence, Economics, Finance, IR (Infrared), Market Trend Analysis, Marketing, Marketing Communications, Meeting Minutes, Metrics, Microsoft Office, Organizational Skills, Presentation/Verbal Skills, Private Funding, Product Development, Real Estate, Registered Investment Advisor (RIA), Rich Internet Application (RIA), Risk, Sales Prospecting, Salesforce.com, Securities and Exchange Commission (SEC), Series 65, Series 7, Team Player, Willing to Travel