Alexander Gutierrez

Experience

• 

  Raymond James Financial Inc.

  Aug 2013 - May 2014

  Sales Associate

   Responsible for prospecting local plan administrators to solicit their 401k business, while maintaining client service for existing clients Conducted research for investment solutions according to client specific goals and objectives Organized and managed multiple 401K prospecting events for potential clients

• 

  OppenheimerFunds

  May 2014 - May 2019

  Regional Advisor Consultant

   Responsible for developing and implementing a business strategy with Senior Advisor Consultant necessary to reach $366.40M sales goal in which we successfully achieved in 2018 Currently ranked #6 in firm wide asset retention initiative with a year over year redemption rate decrease of 540 basis points, from 24.3% to 18.9% Build and grow partnerships with over 1000 financial advisors by serving as a business consultant for investment decisions, asset allocation and practice management Articulate global capital markets outlook and portfolio strategies with financial advisors Works directly with alternative investment teams as liaison for sales desk to relay timely updates Won Northeast Regional Advisor Consultant of the Year for 2017 and 2018 Accepted into the Consultant Development Program which allows additional solo travel Show less

• 

  Invesco US

  May 2019 - Dec 2020

  Regional Advisor Consultant
• 

  Starwood Capital Group

  Jan 2021 - Jun 2024

  • Regional Vice President

    Dec 2022 - Jun 2024

  • Internal Wholesaler

    Jan 2021 - Dec 2022
• 

  Artisan Partners

  Jun 2024 - now

  Regional Director

  Broker Dealer & RIA Southeast coverage on behalf of Artisan Partners.