About This Group
The Business Management Group hosts events focused on how to successfully launch, operate and grow a money management firm. Our events cover foundational issues including capital raising, business planning, enterprise technology, compliance, risk management, and talent management. Through an extensive network of expert practitioners, these events provide cutting-edge content and networking opportunities to all levels of a firm’s c-suite executive team and beyond.
Join GroupChair: Alton Crooks, CFA
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Tim Frazier is Senior Vice President, Director of Sales & Marketing at Concertiv, a consulting firm that helps manage key market data/research and IT/Software vendors. His clients include elite Hedge Funds, Investment Banks, and Private Equity Funds. Previously, Tim spent 5+ years leading sales into the Asset Management space for TriNet where he launched the M&A Group and the International Group. Before moving to New York, Tim spent 15+ years working in business finance, a middle market lender for Regions Bank and SunTrust Bank. During his banking tenure, Tim helped to grow Wealth Management Assets by over $200 Million, Loans by $500 Million, while managing a 40+ person team across several different geographies. Tim is also an active investor and advisor to businesses focused on e-commerce or AI. Tim has completed Data Science certificates from the University of Michigan and he received his Bachelor of Art’s Degree in Political Science and Economics from Kalamazoo College. Tim has business fluency in Spanish and Portuguese. Tim has been actively involved in several non-profit boards, including The American Red Cross and Rotary International. Tim has also been a long-time supporter of NY Sun Works, Environment America and Startup Weekend.
Chris is a Data Analysis Professional with a total of 10 years of Telecom and Banking skills. He has a strong analyst background combined with soft skills gained through HNW client interaction. Chris works for Vonage as a Business Intelligence Analyst where he helps manage and maintain their critical CPaaS network.