Brookwood Securities Partners has appointed Mike Roberts as an assistant vice president and marketing analyst.
Roberts’ primary responsibility is to support Brookwood’s director of institutional sales and marketing in conjunction with all institutional investor communications, financial reporting and prospective institutional client marketing.
“We are very pleased to have someone with Mike’s analytical, marketing and sales experience join us for this unique role,” says Jayne M Rice, Brookwood’s director of institutional sales and marketing. “It was a challenge to find candidates who possessed such a wide range of skills, and we are fortunate to have someone of Mike’s intelligence, financial acumen and educational background join our institutional investor group.”
Prior to joining Brookwood, Roberts worked at Unclaimed Property Services in Boston, where he helped equity and mutual fund transfer agents with unclaimed property reporting and due diligence. Prior to this role, he worked in New York for Société Générale as a sales and marketing analyst.