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Vice President Resume

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Wayne, PA

SUMMARY:

A seasoned and highly motivated sales and marketing professional with a track record of successful business development, market share expansion and business leadership. Enthusiastic and goal oriented.

PROFESSIONAL EXPERIENCE:

Confidential, Wayne, PA

Vice President

Responsibilities:

  • Market Risk Management Solutions and Services to commercial and personal line Property and Casualty accounts in fourteen states.
  • Manage product relationship with national admitted P&C Carriers, E&S Wholesalers and Managing General Agents.
  • Maintain client service relationship with existing client base, while also networking new business opportunities.

Confidential, Radnor, PA

Director - Business Development

Responsibilities:

  • Developed and implemented marketing plan for Middle Market Investment Banking Group in the New York and Mid-Atlantic region.
  • Generated consistent revenue stream marketing banking services including Strategic Consulting, Capital Formation and Mergers & Acquisitions Advisory.

Confidential, PA

Senior Investment Specialist

Responsibilities:

  • Identified and implemented solutions in the Wealth Management Group with business owners and HNW individuals.
  • Worked to develop fee based AUM with over 200 Metropolitan Life and Confidential insurance agents in the Greater Southeastern Pennsylvania and Delaware markets.
  • Trained Agents to market a solutions selling approach to increase AUM and revenues.

Confidential, Berwyn, PA

Hedge Fund Partner

Responsibilities:

  • Traded proprietary account in listed and OTC securities, IPO and secondary offerings, options and derivative securities for a privately held hedge fund.
  • Worked with a team to develop effective research and trading strategies while maintaining account and trading relationship with all major broker dealer and execution service firms.

Confidential, New York, NY

Director

Responsibilities:

  • Marketed equity products and services to institutional investment community, primarily in the Mid-Atlantic and Greater NYC marketplace. Major clients included Wellington Management, Turner Investment Partners, Delaware Management and Morgan Stanley Asset Management.
  • Managed a team of institutional sales executives responsible for coverage of large and middle market investment management accounts, consistently generating in excess of $12.0 million in fees annually.

Confidential, Philadelphia, PA

Vice President

Responsibilities:

  • Marketed equity products and services to institutional investment community, primarily in the Mid-Atlantic and Greater NYC marketplace. Major clients included Wellington Management, Turner Investment Partners, Delaware Management and Morgan Stanley Asset Management.
  • Managed a team of institutional sales executives responsible for coverage of large and middle market investment management accounts, consistently generating in excess of $12.0 million in fees annually.

Confidential, New York, NY

Vice President

Responsibilities:

  • Marketed equity products and services to institutional investment community, primarily in the Mid-Atlantic and Greater NYC marketplace. Major clients included Wellington Management, Turner Investment Partners, Delaware Management, Morgan Stanley Asset Management and T. Rowe Price.
  • Managed a team of institutional sales executives responsible for coverage of large and middle market investment management firms, generating in excess of $20.0 million in fees annually.
  • Marketed 150 IPO and secondary offerings in two years to institutional investment firms for Deutsche Bank Technology Group.

Confidential, New York, NY

Director of Marketing

Responsibilities:

  • Marketed equity product and services to institutional investment community, primarily in the Mid Atlantic and Greater NYC marketplace.
  • Managed a team of institutional sales executives responsible for the coverage of large and middle market investment management accounts, consistently generating in excess of $12.0 million in fees annually.
  • Major clients included Wellington Management, Turner Investment Partners, Delaware Management and Legg Mason.

Confidential, Wayne, PA

Vice President

Responsibilities:

  • Marketed consulting services and products to investment management community.
  • Managed a team of investment professionals that consistently produced significant commission totals for the top investment consulting firm in the U.S.
  • Clients included investment management firms in Greater NYC and Mid Atlantic marketplace.

Confidential, New York, NY

Vice President

Responsibilities:

  • Sold third party research and trading services to the institutional marketplace including banks, plan sponsors, mutual fund and hedge fund managers.
  • Managed sales group for Mid-Atlantic region that generated in excess of $10.0 million in annual commissions.
  • Clients included Wellington Management, Pilgrim Baxter, Delaware Management and Morgan Stanley Asset Management.

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