Russ Linnebur is an experienced investment executive with a highly successful sales and relationship record. With twenty-five years of investment management experience, combined with CFA and MBA credentials, Russ Linnebur excels in the areas of business development, marketing and relationship building/management. Russ Linnebur has been a number-one performer, in the top 5% of AUM at Merrill Lynch (15,000 brokers) with over $300mm in assets of which over $200mm was in managed money products, representing the top 1% of Merrill brokers.
At UBSPaineWebber, Russ Linnebur was distinguished as less than 1% of brokers (9,000+) who qualified to manage client's assets on a fully discretionary basis. Here Russ Linnebur was also ranked in the top 5% for total AUM and top 15% in revenue production. Russ Linnebur was consistently ranked among Prudential Securities brokers in the sale of mutual funds and tax free investments and earned numerous recognitions for sales achievements in these product lines.
In terms of performance, Russ Linnebur has had exceptional and consistent performance in generating, growing and retaining business. The retention rate among Russ Linnebur's clients has reached and remained at nearly 100%. Russ has built and maintained an extensive network of business contacts and client relationships and has maintained that rolodex throughout the years.
Russ Linnebur has extensive experience in portfolio construction and management. Russ Linnebur is skilled in applying analytical theories, methodologies and models. He excels at analyzing the overall economic environment, a client's financial situation and performance as well as new investment products.
On a personal note, Russ Linnebur is high-powered and driven, yet personable and approachable. He is quick-thinking, focused and productive; he has a great sense of humor; and continues to strive for balance of life. Throughout Russ's entire career he has been paid on a commission-only basis. While at Merrill Lynch, Russ Linnebur's total compensation was approximately $345K.
Russ Linnebur sold his business to his partner for personal reasons in 2006.
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