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Jennifer Ronan is a seasoned marketing and sales professional with 25+ years of experience in alternative investments, marketing communications, and key account relationship management. She has held various leadership positions, including Vice President at iCapital Network, Advisory Group Equity Services Ltd, and AI Insight. Her expertise spans marketing, sales, and key account development, with a strong background in the alternative investments industry.

Experience

    • Senior Vice President
    • Vice President
      • Jan 2021 - Present
    • Support
      • Jan 2012 - Present

      Securities offered through: Advisory Group Equity Services, Ltd. Member FINRA/SIPC/MSRBAdvisory services provided by Trust Advisory Group, Ltd. A Registered Investment Advisor444 Washington St., Suite 407, Woburn, MA 01801. (781) 933-6100

    • Vice President, Engagement
      • Aug 2011 - Jan 2021

      AI Insight provides Alternative Investment industry insight and program education to Broker Dealers, their Financial Advisors and other firm members. Our innovative system also offers Broker Dealers and Sponsors an efficient process for introducing and gaining access to current information on new...

    • Director - Key Accounts
      • May 2007 - May 2010

      Managed key broker-dealer accounts for all of the eastern United States for a newly formed multifamily REIT.Identified and pursued key accounts in close collaboration with the President and Regional Vice Presidents.Directed all marketing efforts including the creation of sales presentations and s...

    • Key Account Manager
      • Feb 2004 - May 2007

      Responsible for developing and maintaining key business partnerships with broker dealers.Monitored all sales and wholesaler coverage of business partners.Secured numerous selling agreements with major firms.Gave product-specific presentations at various industry conferences and seminars.Conducted...

    • Internal Wholesaler
      • 1997 - 2001

      Managed existing accounts and created new sales opportunities for the highest producing territory at the firm which generated over two hundred million-dollars a year in investments.Initiated sales and service relationships with brokerage firms to promote the sale of Eaton Vance mutual funds.Provi...

    • Aide for Case Work
      • Jan 1997 - Nov 1997

Education

  • 1992 - 1997
    University of Massachusetts, Amherst
  • 1996 - 1996
    Leiden University

Suggested Services

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Industry Focus. “Alternative Investments”

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