Adam Sypniewski Email & Phone Number

Westlake, Ohio, Us

Leading New Business Growth Strategy for Institutional Services division of Equity Trust Company. Self-Directed IRAs, including checkbook control, 1031 Exchanges, Alternative Investment Custody

Expanded firm's service offerings to included Private Fund & Document Custody, services that cater to Registered Investment Advisors (RIAs) and other Private Fund managers. Also responsible for growing the firm's self-directed IRA business by uncovering new opportunities with referral sources in the RIA, Private Equity, Venture Capital, Real Estate, Hedge Fund and other private placement asset classes.

Oak Brook, Il, Us

Fostered business development for Custody Services through account acquisition and growth in assigned territory. Aimed at providing alternative investment custody solutions at the individual, advisor, and institutional levels while educating retail investors, Registered Investment Advisors (RIAs), Broker-Dealers and Fund Managers/Sponsors on available options. Specialized in Institutional Custody, particularly in the Marketplace Lending space. Very familiar with alternative investments within retirement accounts, including private equity & debt, real estate, REITs/BDCs and other non-traded assets. Responsible for uncovering opportunities from both new and existing relationships and closing new business. Regularly responded to new business inquiries, due diligence requests and other RFPs. Managed onboarding process, and ongoing support for business relationships.

Oak Brook, Il, Us

Led service team of account managers during period of rapid growth; open accounts doubled and assets under custody grew from $5.5B to $9B; Developed loan verification and certification process, collaborated on automated function to verify tens of thousands of loans purchased by institutional investors; Trained new hires and approved transactions including outgoing wires; captained onboarding of new relationships; Monitored daily activity and ensured established service levels were met, if not exceeded; provided performance feedback; Service and operational point of contact for institutional clients, including Asset Managers, Marketplace Lending platforms, and banking partners

Oak Brook, Il, Us

Serviced multiple advisors with 25+ institutional accounts, totaling over $550M in assets under custody; responsible for billing and collecting fees on a quarterly basis; Provided operational support throughout entire life cycle of account (account opening, asset re-registration, new investment execution, etc.), and managed relationship as primary point of contact; Specialized in Marketplace Lending space

Oak Brook, Il, Us

Operations - Security Movement & Control, specifically Futures Trading Accounts and Precious Metals