2006 -2012 Sales Desk Manager and Internal Wholesaler @
2005 -2006 Financial Service Specialist @
Brix Sateja Education
Winthrop University 2000-2004
Brix Sateja Skills
Series 7
Mutual Funds
Fixed Annuities
Separately Managed Accounts
Asset Allocation
Retirement Planning
Asset Management
Sales
Microsoft Excel
Securities
Investments
Leadership
PowerPoint
Sales Management
Wealth Management
Competitive Analysis
Investment Strategies
FINRA
Financial Advisory
Portfolio Management
CRM
Equities
401k
Bonds
Capital Markets
Uniform Combined State Law
Risk Management
Hedge Funds
Life & Health Insurance Licenses
IRAs
Relationship Management
Financial Services
Process Improvement
Alternative Investments
Term Life Insurance
Insurance
Business Relationship Management
Series 24
Investment Management
Investment Advisory
Life Insurance
Strategic Financial Planning
Bloomberg
Series 7 and Series 63
Series 3
Brix Sateja Summary
Brix Sateja, based in New York, NY, US, is currently a Vice President, Index Sales at MSCI Inc.. Brix Sateja brings experience from previous roles at DWS Group, Direxion, Tocqueville Asset Management and AXA US. Brix Sateja holds a 2000 - 2004 Winthrop University. With a robust skill set that includes Series 7, Mutual Funds, Fixed Annuities, Separately Managed Accounts, Asset Allocation and more. Brix Sateja has 1 emails and 1 mobile phone numbers on RocketReach.
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