dakota
Steve Aitken's work experience includes being a Vice President Institutional Sales at Dakota since May 2020. Prior to that, they worked as an Internal Consultant at Macquarie Group from August 2016 to May 2020. From November 2014 to July 2016, they served as a Regional Sales Representative at RS Investments. Steve also gained experience as a Business Development Intern at eMoney Advisor from June 2013 to August 2013.
Steve Aitken attended The Haverford School from 1999 to 2010. Steve then pursued their higher education at Penn State University's Smeal College of Business from 2010 to 2014. During their career, they obtained the Series 7 certification from the Financial Industry Regulatory Authority (FINRA) in May 2017. Steve also holds additional certifications such as Series 6, Series 63, and Series 65, although the specific details regarding these certifications are not provided.
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