Candice - iCapital test 7/18 Offices

Responsible for leading sales coverage in Ohio, Michigan, Kentucky, and Indiana, focusing on alternative investment product sales and advisor education.

Manage sales operations in Northern California and Northern Nevada, focusing on alternative investments, client education, and relationship building with financial advisors and partners.

The Assistant Vice President will manage wholesaling investment products, develop client relationships, analyze sales trends, and onboard new clients. Regular travel is required to meet clients and support business growth.