Experience

• 

  Havener Capital Partners LLC

  • Newport, RI

  • Sales Director

    • May 2018 - Present
    • Newport, RI

    Havener Capital Partners LLC provides outsourced sales and marketing for high quality investment managers interested in the wealth management / RIA channel. The firm has specialty expertise with breakaway firms and institutional managers launching mutual funds for the first time.Tired of the big investment firms hogging the spotlight and *sigh* most of the assets in the investment industry? Us too. Let’s level the playing field. Havener Capital is a sales and marketing agency that helps investment boutiques grow using the Billion Dollar Blueprint™. - - - - Havener has programs and resources that support investment boutiques throughout their evolution: ⭐ Strategies Program: Helps boutiques with traditional and digital marketing strategies ⭐ Partners Program: Helps founder-led boutiques launch funds, find investors, and raise capital ⭐ Boutique Investment Collective: Helps boutiques with resources, courses, and coaching (LAUNCHING SOON) ✉️ Investment boutiques looking for help: [email protected] ✉️ Allocators looking for cool investment ideas: [email protected] 🔗 Learn more: havenercapital.com - - - - 𝘏𝘢𝘷𝘦𝘯𝘦𝘳 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘗𝘢𝘳𝘵𝘯𝘦𝘳𝘴 𝘪𝘴 𝘢𝘯 𝘐𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘪𝘰𝘯𝘢𝘭 𝘋𝘪𝘷𝘪𝘴𝘪𝘰𝘯 𝘰𝘧 𝘊𝘰𝘮𝘱𝘢𝘴𝘴 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴. 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘊𝘰𝘮𝘱𝘢𝘴𝘴 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘪𝘰𝘯, 𝘔𝘦𝘮𝘣𝘦𝘳 𝘍𝘐𝘕𝘙𝘈/𝘚𝘐𝘗𝘊; 50 𝘉𝘳𝘢𝘪𝘯𝘵𝘳𝘦𝘦 𝘏𝘪𝘭𝘭 𝘖𝘧𝘧𝘪𝘤𝘦 𝘗𝘢𝘳𝘬, 𝘚𝘶𝘪𝘵𝘦 105, 𝘉𝘳𝘢𝘪𝘯𝘵𝘳𝘦𝘦, 𝘔𝘈, 02184; 𝘛: 781-535-6083Shannon Taji 𝘪𝘴 𝘢 𝘙𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘙𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦 𝘰𝘧 𝘊𝘰𝘮𝘱𝘢𝘴𝘴 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘪𝘰𝘯, 𝘢 𝘍𝘐𝘕𝘙𝘈 𝘨𝘦𝘯𝘦𝘳𝘢𝘭 𝘴𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘣𝘳𝘰𝘬𝘦𝘳 / 𝘥𝘦𝘢𝘭𝘦𝘳.\

• 

  Alerus

  • Senior Sales Consultant

    • Oct 2014 - Nov 2017

• 

  Retirement Alliance, Inc.

  • Vice President of Sales

    • Jan 2013 - Sep 2014

  • National Sales Manager

    • Oct 2001 - Dec 2012

• 

  Fidelity Investments

  • Fidelity Advisor Funds Channel

    • Jan 2000 - Jul 2001