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.
• 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.
• 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.
• 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.