One of the most critical periods in the launch of a new investment in the retail capital markets is the building of the initial selling group. The due diligence analysts must trust the sponsor, see the need for the investment on their investment platform and a place for it in a diversified investment portfolio, and be comfortable with the structure and terms of the offering before even beginning their due diligence process. We recognize how critical it is to get off to a good start, so we provide national account support until the initial selling group is in place. Our existing relationships with the due diligence community, and our reputation for bringing quality firms to market can shorten the timeline for building the initial selling group and can have a significant impact on the early sales effort.
Linda is a strategic leader with more than 30 years of experience in the financial services industry including 10 years as Chief Business Development Officer for Preferred Capital Securities, where she was responsible for or oversaw the execution of more than 650 selling agreements supporting a capital raise exceeding $5 billion across more than 15 different investment programs.
Prior to joining PCS, she served in senior leadership roles for well-known firms including Raymond James Financial Services and Franklin Templeton Investments.
Linda received her MBA in Finance from the University of South Florida and bachelor’s degree in business administration from the University of Mary Washington. She currently holds FINRA 6, 7, 24 and 63 licenses.