Vice President Resume
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.
