Byron Vargas

Senior Account Executive

262-886-8000 ext. 260


Attitude is everything in this business. With the right attitude it is easy to bring people and opportunities together. The art of listening, asking the right questions and following a plan will bring success. 



With over 14 years experience in the Investment Management industry along with a degree in Business Administration, I have proven my leadership in this area working for leading institutions.

In the investment management area, both in the retail and institutional sales, I have demonstrated the ability to function effectively in high pressure and results oriented environments. Subsequently I was given the opportunity to work in a management position, directing the new business plan, marketing and sales proposal development in establishing new client relationships. 

My hands on knowledge of the investment management industry gives me a unique understanding of the staffing needs of both individuals and institutions.

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