Oct 22nd | 9:00 AM - 3:00 PM | New York

Internal Sales Desk Council Roundtable

The Inaugural Internal Sales Desk Roundtable event brought together members of IMEA’s latest addition to the Executive Council Program. This true Roundtable format provided a forum for Internal Sales Desk executives to candidly discuss the challenges and opportunities impacting this business area. Discussion Topics included:

  • The Internal Sales Desk & AI
  • AI
    •  Lead Generation
    •  Driving Efficiency
    •  Competitive Analysis
  • Operating Models
    •  Organizational Structure
    •  Compensation
    •  KPI’s
  • Professional Development
    •  Training
    •  Ongoing Education
    •  Career Progression
Event Address: 225 Liberty St, New York, NY 10281
View Agenda Here
View Attendee List Here

PRESENTERS

Blair Gorman

Internal Sales Manager

Franklin Templeton Investments

Andrew Phillips

WMI Head of Internal Sales,  Learning and Development

Invesco

Vica Fisher

Head of Internal Sales

Nuveen

Sarah Mahmoud

Manager, Strategic Business Consulting

SS&C Distribution Solutions

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