As a business development associate, Alexa supports the client portfolio managers in their sales efforts by identifying new investors, conducting market research, developing business outreach strategies, maintaining client relationships, and managing the firm’s SalesForce CRM database. She also assists with sales reporting, organizing client events, and representing the firm at industry conferences.
Biography:
Alexa joined CCM from Financial Advisor Magazine, where she was part of the sales team and worked closely with financial firms to execute their marketing strategies and business development. Alexa received her B.S. in Business Administration with a Concentration in Finance and Real Estate from Monmouth University.