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Crew Fullerton

@crewfullerton

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I drive financial sales growth through advisor relationships, investment solutions, and data-driven prospecting.

United States

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What I'm looking for

I'm looking to bring my analytical, relationship-oriented, and investment-sales experience to a client-facing financial role.

I've driven business development for Institutional Shareholder Services, generating 1,020 qualified meetings and $4.2 million in total revenue from U.S. hedge funds and Northeast investment managers.

At Aristotle Capital Management, I managed a Northeast territory, partnering with RIAs and external wholesalers to position equity, fixed-income, and SMA strategies. I provided portfolio insights and product education to support advisor portfolio construction and deepen investment relationships.

I'm now an Account Manager at Carlton National Resources, managing the full sales cycle and delivering specialized talent solutions across aerospace, defense, semiconductor, and robotics. I bring financial analysis, market research, Salesforce, Morningstar, FactSet, and relationship-management experience to client-facing financial roles.

Experience

Work history, roles, and key accomplishments

Current

Account Manager

Current

Carlton National Resources

Apr 2026 - Present (5 months)

Manage full sales cycle, from prospecting to client relationship management, and generate new business through high-volume outbound calls and targeted emails.

Salesforce Morningstar HubSpot ZoomInfo MPI Factset EVestment Microsoft Office R Data Analysis Market Research Competitive Analysis

Regional Sales Associate

Aristotle Capital Management

Apr 2025 - Nov 2025 (7 months)

Managed Northeast territory and engaged with RIAs to position SMAs, providing portfolio insights and product education to support advisor portfolio construction.

Equities Fixed Income SMA Capital Markets Product Education

Senior Business Development Associate

Institutional Shareholder Services

Oct 2022 - Apr 2025 (2 years 6 months)

Spearheaded lead generation and client acquisition for U.S. hedge funds and investment managers, cultivating relationships with C-suite executives to drive sales.

Lead Generation Cold Calling Client Acquisition Sales Strategy Relationship Management

Education

Degrees, certifications, and relevant coursework

Franklin & Marshall College

Bachelor of Arts, Economics

2018 - 2022

Activities and societies: NCAA Division 1 Varsity Wrestler; Delphi Honor Society; Student Athlete Leadership Council; Lab Wrestling Club

Pursued a Bachelor of Arts in Economics, with coursework in macroeconomics, microeconomics, business strategies, econometrics, money and banking, and economic markets field study.