Alexi Harding Email & Phone Number

New York, Us

Company provides advisory services and access to capital for entrepreneurs in startup businesses, companies launching new projects and certain special situation transactions. •Maintain a network of private capital investors who are interested in illiquid or niche investments offering high risk-adjusted and uncorrelated returns.•Cultivate relationships with executives and thought leaders who will be able to offer clients expert advice as they build and scale their businesses. •Train junior staff in end-to-end development and execution of effective client sourcing strategies, helping the firm to attract clients who will most benefit from its services.

New York, Ny, Us

Company offers market intelligence and capital introductions to small and mid-sized firms with at least $5 million in annual revenues. • Designed and executed strategies for developing a robust pipeline of advisory clients. • Responsible for screening potential business deals by analyzing prospective client's marketing strategies, deal requirements, and projected financials, while developing an understanding of management's objectives and priorities. • Developed negotiating strategies for M&A transactions by analyzing the strategic and operational value of target ventures, understanding risk profiles, and modeling competitive responses. • Closed new business deals by coordinating requirements, developing and negotiating contracts, and integrating contract requirements with business operations.

New York, New York, Us

Globally ranked company provides life insurance, long-term care insurance, retirement income and investment plans, with policyholder benefits and dividends paid now exceeding the $1 billion mark.• Defined business and operational-level sales and marketing plans aligned with corporate strategy, market positioning, and long-term growth and brand objectives. • Assisted human resources with developing effective techniques for identifying and hiring successful insurance agents.• Trained over 400 insurance agents and more than 100 supporting staff members on sales and marketing strategies designed to expand client base and improve up-sell and cross-sell ratios in professional networks and targeted markets. • Provided consultative support for the management and administration of the General Office.

Omaha, Ne, Us

• Created performance measurement system and incentive strategies for financial representatives aligned to revenue and retention targets of the Division Office , including daily call volumes, product mix, persistency levels and P&L ratios. • Formalized Agency Recruitment Strategy, and recruited and managed 20+ high performing sales professionals.• Contributed to agent branding strategies and provided improvement opportunities after client sales meetings.

Omaha, Ne, Us

• Led individual and group sales presentations for prospective clients and networks, and conducted needs analysis to assess vulnerabilities in client portfolios and benefits packages. • Developed comprehensive financial profiles and provided consulting recommendations to protect clients’ financial security and meet accumulation and investment objectives. • Built High-Net-Worth client base through the successful development and execution of personalized brand campaign, targeted marketing plans, and referral and incentive programs.