Tom Deutsch ⋅ West Chester, PA Symmetry Financial Group ⋅ 3 years experience

Hi Charles,

I would be happy to discuss contacts in financial services in the Pacific Northwest.

I look forward to hearing from you.

Tom Deutsch
610-620-4850
etdeutsch@gmail.com

PS. Bob is giving you good advice about getting yourself on LinkedIn. I have had several opportunities start with the connections I have made there.

Kit Lancaster ⋅ Chicago, IL GCG Financial ⋅ 5 years experience

I'm not sure I completely understand your question based on the nature of the industry. I'm happy to discuss with you in greater detail you're interested in investment management as well as value add by phone. Are you talking about investment management for institutional investors individual investors endowments and foundations?

Thank You
Kit
312-344-0999

Bob Molluro ⋅ Wilmington, DE Benchmark Consulting Services ltd. ⋅ 30 years experience

One way to get started is join LinkedIn. Begin to searches on people who are promoting what they are doing in the Investment Management field. This information will normally follow their name. You will see many variations of their value prop. They are all trying to position themselves uniquely in their field. This will help you to gain a broader perspective before you begin to narrow your search on who may be your best fit. Just because someone is willing to bring you in for free doesn't make them the best.
Warmly, Bob

Lauren Gilmartin ⋅ New York, NY The Mission Continues ⋅ 4 years experience

Hi Charles,

Thank you for your service and for posting a question to the Community. I definitely encourage you to utilize the "Community" tool in order to reach out to individuals in the Seattle/Tacoma area regarding opportunities. If you have any questions on how best to use this tool, feel free to let me know and I am happy to provide you with a virtual tour.

Have a great weekend!

Best,
Lauren