Raina Guinn

Bachelor's

Finance

Principal Global Investors

Institutional Sales Intern

-Scheduled product introductory meetings by calling and emailing potential clients around the country. -Conducted research of company background and financials to create preparatory briefing memos to prepare the sales team for upcoming meetings with prospective clients. -Searched industry trades for potential sale opportunities, people moves, and industry trends. -Updated the client relationship management system by documenting new clients, sales outreach, conversations, and follow-ups to track the progression of client relationships. -Compiled meeting minute notes from 40+ investment managers to analyze and determine current investment trends. -Created quarterly report system to increase the efficiency of updating existing clients on fund performance.