As a business development associate, Alexa is responsible for internally supporting CCM’s client portfolio managers in their sales efforts, including identifying new investors, conducting market research, developing business outreach strategies, and maintaining client relationships. She also assists with SalesForce oversight and looking for opportunities to grow the business by capitalizing on firm initiatives.
Biography:
Alexa joined CCM from Financial Advisor Magazine, where she was a member of the sales team and worked directly with financial firms to execute their marketing goals and business development initiatives. Alexa received her B.S. in Business Administration with a Concentration in finance and real estate from Monmouth University.