Selling through the Cycle with Laura Esposito of Rockefeller Capital Management скачать в хорошем качестве

Selling through the Cycle with Laura Esposito of Rockefeller Capital Management

Laura Esposito of Rockefeller Capital Management shares her nearly twenty-five years of client service and sales experience in this informative discussion on how she has navigated her successful career in asset management.  Along the way, Laura guides our listeners through the firm’s approach to providing service and investment solutions for their clients regardless of market conditions.  Rockefeller Capital Management was established in 2018 as a leading independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations.  The firm is responsible for over $100 billion in client assets, as of March 31, 2023, and has over 1100 employees in 44 locations across the United States and London. Join us in the room as we come to better understand how this historic organization approaches investment opportunities. Laura Esposito:   / lauraesposito   Robert Morier:   / robertlmorier   Our Website: https://dakota.com Rockefeller Capital Management: https://rcm.rockco.com/ Audio Podcast Spotify: https://open.spotify.com/show/3NUXRMz... Apple Podcast: https://podcasts.apple.com/us/podcast... 00:00 Intro 01:36 At the desk 02:00 Laura Esposito Intro 04:05 Looking back to Villanova 09:47 How did you see yourself in her? 12:38 I implore you to... 14:02 Early career years 16:52 Moving to Goldman Sachs 21:35 The GFC 26:39 Listening 28:48 Distribution models 35:39 Rockefeller's services 42:35 Laura's current role 46:13 Years that ask and years that answer 48:45 Advice to first-time salespeople 55:51 Outro