dakota
Joseph Hoey serves as a Customer Success Manager at dakota since August 2021. Prior to this role, Joseph worked at BLOCS - Business Leadership Organized for Catholic Schools from September 2016 to August 2021, where responsibilities included Development and Business Analyst, Staff Accountant & Salesforce Administrator, and Analyst. Joseph began the professional journey as a Seasonal Sales Associate at Mocean Waverunners from June 2014 to August 2018. Joseph earned a Bachelor's degree in Business Administration and Management from Cabrini University, completing studies from 2015 to 2018.
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dakota
Dakota strives to increase your investment sales team’s efficiency by strengthening your outreach to set more meetings. We provide the resources and institutional investor lists you need to assist your company growth. Dakota was founded in 2006 and has raised over $40 billion since. Our Investment Sales team is an outsourced sales and marketing team for other boutique investment management companies to supply the sales, marketing, and client services for your business! Our eight team members will accelerate your firm's growth by partnering with our established third-party marketing team. Dakota Marketplace is an up-to-date institutional investor database with over 9,000 qualified contacts and 31,000 contacts. We can assure you it’s updated daily because our team is in the market using this data in their day to day roles! Within Marketplace you gain access to: - Institutional Searches - Public Plan Minutes - Public Pension Investments - Field Consultant Information - Manager Presentations - Fee Studies - 13F and Investment Holdings We are here to help your sales team grow, and we understand every firm is different. Take this quiz to see which of our resources is best for you and your investment firm. https://www.dakota.com/self-selection