Charlie Cote
Managing Director, Head of Retirement Platform Sales @ J.P. Morgan Asset Management
About
>Extensive Defined Contribution sales, distribution and product leadership experience (DCIO & Platforms) >Deep relationships with executive teams at DC Aggregator, RIA, B/D, and DC Recordkeeping firms >Proven experience building and leading strategic, client facing, DC sales and national accounts teams
United States
New York City Metropolitan Area
Financial Services
Series 7, Mutual Funds, Retirement Planning, Retirement, Investments, Sales, 401k, Finance, Business Development, Series 63, Management, Asset Allocation, Wealth Management, Financial Services, Asset Management, Series 65, Series 26, Variable Annuities, Defined Benefit, Defined Contribution
Experience
Managing Director, Head of Retirement Platform Sales
J.P. Morgan Asset Management
New York City Metropolitan Area
VP, Senior Retirement National Accounts Director / External Retirement Plan Wholesaler
Capital Group
New York, NY / Pittsburgh, PA
Managing Director, Institutional Sales - Retirement Services
MassMutual
New York, NY
Director of Sales, Retirement & Investor Services
Principal Financial Group
New York, NY
Associate, Financial Advisor
Merrill Lynch
Boston, MA
Education
Roger Williams University Mario J. Gabelli School of Business
Business Management
Vermont Academy
Charlie Cote's Contact Information
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