A diversified Marketing position within a financial services firm.
QUALIFICATIONS AND BACKGROUND
Over ••••• years of marketing experience in a variety of areas including: marketing, analysis, and management. Seven years experience offering professional money management services within the brokerage system. Proven track record marketing numerous investment products and services to both retail and institutional clients and generating a consistently increasing revenue stream. Successfully demonstrated ability to organize, supervise, and motivate. Hands on manager who doesnt hesitate to get involved and take calculated risks.
DEMONSTRATIONS OF EFFECTIVENESS
&#•••••; Organized and then supervised marketing staffs from start-up situations in both the Special Products and Investment Management Services departments within the firm. Determined staffing needs; developed job specifications; and hired and trained personnel. Result: Set up highly effective teams of goal oriented, motivated professionals.
&#•••••; Developed and/or redesigned marketing materials for 5 different Investment Management Services programs; specifically two external manager "wrap" programs, an in-house portfolio management service, a brokerage account for a fee, and a mutual fund wrap offering. Materials developed included: brochures; questionnaires; documents; manager profiles; broker sales guides; slide presentations, etc. Result: Provided our brokers with professional sales literature, which enhanced their sales efforts.
&#•••••; Advanced the brokers abilities to successfully compete on an institutional level when offering investment consulting services. Developed a unique blend of standardized and customized services available to clients such as, customized Investment Policy Statements, Asset Allocation modeling, Manager Searches and ongoing Portfolio Review. Result: Established the firm within the institutional client arena and gathered over $••••• million in municipal and pension plan assets.
&#•••••; Formulated marketing programs designed to educate brokers in order to solicit and maintain clients. Acted as the primary contact and responded daily to broker inquiries with sales strategies, technical applications, and analytical expertise. Result: Tripled broker participation and increased assets under management from less than $••••• million to over $••••• billion in a 4 year period.
EXPERIENCE ••••• E. •••••PAGE 2
COMMUNITY HEALTH CHARITIES OF CONNECTICUT ••••• •••••
Developed a variety of marketing materials for non-profit, fundraising organization. Materials included company/donor brochures, PowerPoint presentations for board and senior executive committees, client brochures, pledge card, and a quarterly newsletter.
Acted as Project Manger and oversaw the complete redevelopment of the organizations web site. Was also responsible for developing new content and ideas for the site moving forward into its next phases.
Acting as database administrator, I developed and enhanced the companys databases (Access & GoldMine) by customizing and revising forms, records, and reports, to increase company-wide efficiency and grow user abilities.
CORNERSTONE REAL ESTATE ADVISERS, INC. ••••• •••••
Marketing Consultant Document Development Specialist
Working with the Finance group, Research area, and Sales team, performed a wide variety of marketing activities. Developed and implemented functional and aesthetic changes to the client quarterly report. Assisted in the preparation of new Fund client materials, offering memorandum, and Investment Committee presentations.
Financial projects included: leasing activity reconciliation, property budget analysis; and testing numerous VBA programs in order to more effectively systemize common applications.
ADVEST, INC. ••••• - •••••
Assistant Vice President and Marketing Manager
Investment Management Services group ••••• - •••••
Coordinated and wrote the departments "Request For Proposal" responses for investment consulting services. Developed database of common issues to facilitate timely response and further enhance the firms image and presentation within this area.
Initiated and coordinated the Due Diligence function of identifying, analyzing and selecting prospective investment advisers to be offered to clients. Responsible for initial review and presentation to Selection Committee. Developed and maintained a database of over ••••• advisers.
Acted as the primary contact to brokerage sales force as we developed more efficient and higher-end sales tools and services. Drafted client Investment Policy Statements. Offered Asset Allocation models. Conducted Manager searches, and assisted in on-going Performance analysis.
Managed the daily activities of marketing staff charged with promoting sales of investment management programs. Developed educational training programs, sales materials, and turnkey client proposals, etc.
ADVEST, INC. ••••• - •••••
Telemarketing Manager - Special Products department
Oversaw and coordinated telemarketing and wholesaling staffs selling Direct Investments, Life Insurance & Annuities, and Mutual Funds to both in-house and external brokerage sales forces. Handled budgeting, hired and trained sales personnel. Participated in planning department expansion and creation of regional marketing teams to effectively service Broker/Dealers.
Solicited external Broker/Dealers to participate in sales offerings. Acted as primary contact for sales, legal and compliance issues to external Broker/Dealers who became part of our sales network.
Formulated and implemented marketing programs for multiple product lines and inter-company sales focus. Developed broker and client sales literature.
CENTRAL CONNECTICUT STATE UNIVERSITY, New Britain, CT
Major: Marketing / Finance
NEWPORT COLLEGE SALVE REGINA, Newport, RI
References available upon request.