Alexander Root, Mba Email & Phone Number

Nashville, Tn, Us

Nashville, Tennessee, United States

Nashville, Tennessee, United States

Rhode Island, United States

Hired as the first Internal, to build a sales desk and develop a sales process to sell niche mutual funds- Hired and trained 5 Internal Wholesalers, including sales processes, enabling technology, and product pitches- Partnered with External Wholesalers to effectively develop and execute a business plan to drive AlphaCentric Funds sales- Increased sales month-over-month by leveraging portfolio managers, marketing resources, and Pardot/Salesforce capabilities, to make pointed outbound calls- Exceeded all sales and service metrics, year one 46mm and year two 95mm, exceeding target of 12mm by 790%- Assessed the needs of each client by asking targeted, high impact questions to ultimately identify the correct product and product pitch for the client- Set up and hosted lunch and learns with PMs, external wholesalers, and clients; a process now used by the whole firm- Managed Philippines based call center team, made team profitable after four months. Grew team from one to eight callers- Leveraged personal contacts to onboard two investment banks, and have them use our products as part of larger portfolio

Rhode Island, United States

Rhode Island, United States

Lincoln, Rhode Island

- Direct point of contact for inbound investment and account servicing inquiries- Responsible for handling inbound trade questions, and reviewing the appropriate trade options with the client- Responsible for identifying potential deepening opportunities, and turning service calls into new money opportunities- Consistently exceed both sales and service metrics, year to date at 128% of deepening goals- Assist clients with making contributions and distributions from retirement accounts- Review existing and new products with clients, and make recommendations of appropriate next steps- Completed Merrill’s new hire development program, where I received training on investment products, as well as Salesforce, Oracle, and Fact Set computer programs- Successfully completed the FINRA Series 7, and 66 exams.

Middletown, Ri

- Lead financial analyst for two programs, with yearly operations totaling more than 20 million dollars- Worked with leadership team to forecast out yearly expenditures, develop operating budget, and build spend plans- Provide senior leadership with weekly financial reports, presented in a graphical and concise manner- Work with project leads to manage all financial aspects of projects lifecycles, and provide detailed analysis of plan vs. actuals- Provide detailed monthly, quarterly, and yearly financial reporting to the projects government sponsors- Manage daily financial status of all individual projects, allowing for concise answers to upper managements ad-hoc requests- Act as a liaison between government sponsors, DOD employees, and outside government contractors to ensure an accurate flow of information throughout.

Stamford, Connecticut

- Managed daily operations and logistics for six+ dry bulk container ships- Responsible for daily, Monthly, and quarterly financials for the ships and crews, 1 Million + per month- Planned and projected out fuel and maintenance expenditures for ships calling three continents - Liaison between ships, corporate office, and outside vendors around the world, was responsible for getting all parties to work together in an efficient and cost effective way.- Provided detailed post operations financial analysis and profit & loss reporting- Worked with agents internationally to reduce time and expenses for our ships

Middletown, Rhode Island

- Managed day to day finances for an engineering team operating on many different projects with overlapping delivery dates- Oversaw and accounted for projects from bid to completion- Planned and projected out expected labor and material expenditures - Provided monthly, quarterly, and yearly reports to upper management, accounting for my teams production and progress- Participated in and led many meetings between the finance and engineering teams- Provided detailed financial and written reports to government customers

Fairhaven, Massachusetts

- Managed the implementation of LEAN strategies for the production floor- Designed and implemented new product marketing strategy- Assisted in doing monthly accounting statements- Helped to maintain optimum inventory levels for production materials and ordered new materials when necessary- Participated in industry wide networking events and developed new sales leads- Managed special projects for the President

New Bedford, Massachusetts

- Managed Production runs of products from start to finish- Performed quality control checks on finished products and reported findings to the CEO- Analyzed current website and made recommendations to increase efficiency and optimize search hits- Researched and analyzed global competitors and made recommendations to improve product marketing- Participated in numerous sales meetings and helped to create new sales strategies and develop new sales leads- Changed layout of pre production equipment to increase production speed and efficiency

Master Of Business Administration (M.B.A.)

Bachelor'S Degree, Business Administration And Management, General

Activities and Societies: Salve Sailing Team