Greg Polsen, CIMA®

Experience

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  MetLife Investors

  Feb 2008 - Jan 2010

  Financial Advisor
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  Sentient Jet

  Jan 2010 - May 2011

  Account Director
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  MFS Investment Management

  May 2011 - Aug 2015

  Senior Regional Sales Representative

  Series 7, 6, & 63 Licensed. Consult financial advisors in the South East region of Florida. Place calls and provide information to advisors about portfolio composition, relative performance and product design; develop and maintain relationships with registered representatives to promote the sale and retention of MFS mutual funds, separately managed accounts, and 529 products. Spend time traveling in the territory to facilitate face to face meetings with clients. Knowledgeable on partner firm platforms. Provide business development and practice management ideas to clients. Show less

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  Highland Capital Management, L.P.

  Aug 2015 - Oct 2016

  National Director of ETF Sales

  Cover the Central and East Coast regions of the country while responsible for developing relationships and raising assets in Highland Capital's ETFs across all intermediary channels including wire house firms, RIAs, Independent Broker Dealers, and Institutions. Work in close collaboration with a dedicated Internal Investment Consultant, mentor and ensure internal activities are aligned with territory plan.

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  Resolute Investment Managers (parent company of American Beacon Advisors)

  Oct 2016 - now

  VP, Regional Director