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Frederick Berretta Location
Charlotte, NC, US
Frederick Berretta Work
2025 -now VP of Partnerships @
2024 -2025 Managing Director @
2022 -2023 Head of Enterprise Sales - US @
2021 -2022 Chief Growth Officer and VP of Sales @
2016 -2021 Global Head of Sales @
2008 -2016 Managing Director – Institutional Investments @
2004 -2008 MD - Global Head of Institutional Distribution and President of Columbia Management Distributors @
2001 -2004 Managing Director - Global Head @
1995 -2001 SVP - Global Director of Money Market Fund Products and Channels @
1992 -1995 Vice President Of Product Management @
1991 -1992 Assistant Vice President - Fund Marketing Manager @
1990 -1991 Institutional Trust Analyst @
1988 -1990 Founder CEO @ Career Futures, Inc.
Frederick Berretta Education
Wake Forest University
Frederick Berretta Skills
Investment product innovation and development
Institutional investments
Global securities sales management
Mutual fund start up
Mutual fund mergers
Asset manager acquisitions
Strategic Planning
Establishing Strategic Partnerships
Global Client Management
Securities sales hiring
Mutual fund wholesaling sales leadership
Fixed Income Strategies
Money Market Funds
Investment portal design and platform management
Profit plan ownership
Business Process Improvement
Business Development
International Business Management
High Performance Sales Teams
Change Management
Cross-functional Team Leadership
Organizational Leadership
Organizational Design
Bank Mergers
Private wealth product management
Institutional trust
Published author
Private Piloting
Public Speaking
Motivational Speaking
Leadership
IT Strategy
Writing
Aviation
Sales Process
Sales Hiring
Strategic Partnerships
Fixed Income
Non Profit Volunteering
Sales
Global Business Development
Cross Selling
Capital Markets
Series 53
Investments
Relationship Management
Bloomberg
Communication
Team Leadership
Sales Management
Wealth Management
Mutual Funds
Money Market
Liquidity Management
Business Planning
Profit and Loss Management
Entrepreneurship
Asset Management
Cross Functional Team Leadership
International Product Development
Product Management
Employee Training
Organic Growth
Marketing Copy
Series 24
Business Strategy
Product Development
Marketing Strategy
Private Pilot
Mergers and Acquisitions
Recruiting
Series 7
Board of Directors
Securities
Hiring
Frederick Berretta Summary
Frederick Berretta, based in Charlotte, NC, US, is currently a VP of Partnerships at Treasury Curve. Frederick Berretta brings experience from previous roles at Deep Blue Investment Advisors, Minna Technologies, letus (previously RentMoola) and BlackRock Cachematrix. Frederick Berretta holds a Wake Forest University. With a robust skill set that includes Investment product innovation and development, Institutional investments, Global securities sales management, Mutual fund start up, Mutual fund mergers and more. Frederick Berretta has 1 emails and 1 mobile phone numbers on RocketReach.
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