Alan Puklin is a Dynamic Relationship Manager with more than 20 years of Client Facing Management experience. He has demonstrated expertise building strong working relationships with external and internal business partners. Alan has proven business development experience with Fortune 100 and 500 corporations. Over his career, he has worked with large industry leaders such as Bear Sterns, Chase Manhattan Bank, UBS Global Asset Management and Columbia Management (formally J&W Seligman).
He has extensive experience managing client relationships and financial portfolios including assets, corporate pension plans, corporate finance and investments. Alan’s strong team member and project manager skill set has afforded him the ability to maintain an 85% client retention rate in a highly competitive industry.