Chloe Leitzke, Vice President
Professional Overview
Chloe Leitzke is an accomplished financial services professional with over 8 years of experience in investment management, business development, and client relations. As the Vice President at Halo Investing, she leverages her expertise in alternative investments and her strong industry relationships to drive growth, enhance client service, and contribute to the firm's strategic initiatives.
Experience Summary
Current Role
In her role as Vice President at Halo Investing, Chloe is responsible for overseeing the company's regional business development efforts, strengthening existing client relationships, and identifying new opportunities for growth. She collaborates closely with the sales and client service teams to deliver tailored investment solutions and exceptional customer experiences. Chloe's strategic leadership and data-driven approach have been instrumental in expanding Halo Investing's market presence and solidifying its position as a trusted partner for financial advisors and institutional investors.
Career Progression
Prior to her current role, Chloe held positions at Neuberger Berman, where she served as a Business Development Associate and an Advisor Consultant Associate, and at LJM Funds Management, where she was an Internal Sales Associate. She started her career at Oppenheimer & Co. Inc. as a Senior Financial Associate, gaining valuable experience in portfolio management, client relations, and investment analysis.
Throughout her career, Chloe has demonstrated a consistent track record of success, consistently exceeding sales targets, driving business growth, and fostering strong client relationships. Her ability to navigate complex financial markets, identify emerging trends, and provide actionable insights has earned her a reputation as a trusted advisor among her peers and industry partners.
Academic Background
Chloe holds a Bachelor of Science degree in Finance from the University of Illinois at Urbana-Champaign, where she graduated with honors. Her academic achievements and specialized coursework in investment management, financial modeling, and portfolio optimization have equipped her with a robust foundation to excel in the industry.
Areas of Expertise
- Alternative investments, including hedge funds, private equity, and real estate
- Business development and client relationship management
- Investment analysis and portfolio construction
- Financial modeling and data-driven decision making
- Strategic planning and execution
- Strong leadership and team collaboration skills
Professional Impact
During her tenure at Halo Investing, Chloe has been instrumental in expanding the firm's client base by 30% and increasing assets under management by 25%. She has led the development and implementation of innovative client engagement strategies, resulting in a 92% client retention rate. Chloe's industry thought leadership and commitment to professional development have also been recognized, as she has been invited to speak at various industry conferences and events.
Conclusion
With her comprehensive expertise, proven track record, and unwavering dedication to client success, Chloe Leitzke is poised to continue driving growth and innovation at Halo Investing. Her strategic vision, strong industry relationships, and commitment to excellence make her a valuable asset to the firm and a respected leader in the investment management industry.
