MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
|
|
MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Monday, January 13, 2014 An Equinox Distribution Exec Returns to Lincoln Sometimes you can go back again. Paul Lockwood has been hired to serve as head of partner relations for Lincoln Financial Network. He had previously worked for 18-months at Equinox Fund Management, where he served as strategic accounts director. According to his Linkedin page, Lockwood had handle business development and was responsible for relationships with key distribution partners in wirehouse, independent and RIA channels. This role included initiating and strengthening relationships with a variety of gatekeepers, as well as training wholesalers on the firm's platforms. Before that, he worked for nearly seven years at Merrill Lynch where he was director, relationship management and national accounts. According to his Linkedin, he was responsible for managing key third party relationships and supported partner strategies for increasing their distribution across Merrill, i.e. gaining shelf space for their funds and strategies in Merrill products and platforms. In his Merrill job, he also handled relationships with several asset managers with AUMs over $100 billion, with a focus on mutual funds, SMAs and ETFs. Among his roles, he was an active member of the product management investment committee which selected products for placement on a number of platforms. Before that, he worked for five years as director of financial communications at Lincoln Financial Group. Printed from: MFWire.com/story.asp?s=47194 Copyright 2014, InvestmentWires, Inc. All Rights Reserved |