Andrew Wajntraub Email & Phone Number

Melbourne, Victoria, Australia

NMG Group is a global advisory and intermediary firm focused exclusively on the financial services sector. NMG Consulting provides market insight and advice across products, distribution, marketing, and operations for asset managers worldwide.- Contributing key data to the annual NMG Global Asset Management Study. The study is designed to objectively inform asset managers and investment buyers of client needs, behavioral drivers, and competitive strengths & weaknesses.- Collecting and analyzing quantitative & qualitative data from investment decision-makers including institutional asset owners, asset consultants, and retail gatekeepers.- Responsible for evaluating and delivering key metrics involving investment performance, asset allocation, global investment factors, risk management, key challenges, pricing, and fees.

Chicago, Il

Sharpe Financial Consulting was a Chicago-based business consulting firm specializing in advising single-family offices, multi-family offices, and UHNW RIAs. - Advised a $650MM family office expanding to a multi-family office, with $2.7Bn+ in committed investable assets.- Product Development & Positioning: Developed product positioning based on market insights and business case viability. Created a marketing strategy to launch new products and rebrand services.- Value Proposition Creation & Communication: Turned concepts into practical marketing materials that resonated with the target audience. Crafted product and service messaging that effectively communicated the value proposition to cultivate client relationships.- Brand Strategy Development & Evolution: Developed brand strategy & articulation for new and existing products and services.- Managed a staff of four, including an administrative assistant, graphic designer, public relations professional, and marketing associate.

Chicago, Il

Zacks Investment Management is a Chicago-based investment advisor, managing assets for banks, broker-dealers, independent broker-dealers, institutional consultants, single-family offices, multi-family offices, and HNW clientele. - Headed firm-wide product distribution and client relationship management efforts. Responsible for developing and implementing sales and distribution strategies across all product lines.- Managed all key strategic partner relationships, including UBS, Merrill Lynch, Morgan Stanley, Charles Schwab, Wells Fargo, New York Life, Advisor Group, Lincoln Financial, and Mass Mutual.- Directed the raising of over $1.8Bn in total new assets. Facilitated the increase in Firm AUM from $4.2Bn to $8.1Bn, 93% growth in 4.5 years.- Spearheaded raising over $420MM on the Envestnet platform (Fintech/TAMP). Increased Zacks’ platform assets from $200MM to $950MM, 475% growth in 4.5 years.- Initiated and successfully completed the addition of Zacks Dividend Strategy to the UBS Managed Accounts Platform.- Formulated and administered sales strategies, value-added programs, and business-building tools that supported the 13-member national sales team in growing their revenues and better managing their businesses.- Travelled regularly to participate in sales/client service meetings, due diligence discussions, special events, and industry conferences.- Oversaw staff of three, including RFP/RFI coordinator, marketing associate, and administrative assistant.

Chicago, Il

Oak Ridge Investments is a Chicago-based investment advisor, managing assets for banks, broker-dealers, independent broker-dealers, institutional consultants, multi-family offices, and HNW clientele. - Co-led East Team’s business development, client relationship management, and marketing efforts over a 26-state territory.- Raised over $340MM in SMA equity assets, surpassing sales and revenue targets, growing the Firm’s AUM from $3.2Bn to $4.2Bn. - Raised $49MM in assets for the Oak Ridge Mid Cap Growth portfolio, growing portfolio assets from $67MM to over $135MM over 33 months. 100%+ asset growth in 33 months.- Collaborated with portfolio managers and marketing team to develop brand strategy and marketing material.- Traveled regularly within the territory of 26 states to participate in sales/client service meetings, due diligence discussions, special events, and select industry conferences.

Chicago, Il

Chicago Coffees and Teas was the premier purveyor of sustainably-grown gourmet coffees and teas, serving Chicago area restaurants and hotels. - Spearheaded company-wide business development and client retention efforts to grow company revenue from $0 to $1.1MM in 19 months, growing client base to over forty restaurants and hotels.- Designed, developed, and implemented sales & distribution strategies. Created branding strategy, authored website copy, and firm-wide marketing & sales materials.- Managed a staff of six including three sales professionals, graphic designer, social media consultant, and an administrative assistant.

Chicago, Il

Wunderkind Group was a Chicago-based management consulting firm that specialized in advising small to medium size companies to improve marketability, efficiency, and profitability. - Designed, developed, and implemented marketing, sales, and distribution strategies for institutional consultants, multi-family offices, UHNW RIAs, and estate planning specialists. - Developed key messages, establishing brand equity, authoring and editing marketing and sales copy, including websites and public relations copy for various clients. - Managed six employees, including two sales professionals, graphic designer, web designer, public relations professional, and an administrative assistant.

Chicago, Il

Oak Ridge Investments is a Chicago-based investment advisor, managing assets for banks, broker-dealers, independent broker-dealers, institutional consultants, multi-family offices, and HNW clientele. - Co-led East Team’s business development, client relationship management, and marketing efforts over a 26-state territory.- Raised over $450MM in SMA equity assets, playing a direct role in growing firm AUM from $820MM to $2.3Bn. - Authored firm-wide marketing and sales materials, including corporate presentations, sales tools, and quarterly portfolio commentaries.- Delivered marketing presentations and led client service and portfolio review meetings for groups ranging up to 200 people.- Trained sixty internal and external sales representatives at Pioneer Investments for “new” product rollout (Oak Ridge Small to Mid-Cap Growth Fund).- Oversaw staff of three, including RFP/RFI coordinator, marketing associate, and administrative assistant.

Chicago, Il

Morgan Stanley - Graystone Wealth Management Services, was a specialized investment advisor, providing investment counsel to UHNW clients with investable assets of $100MM+. - Partnered with two Senior Financial Consultants overseeing six client relationships with combined assets of $1.3 Bn.- Member of Graystone's manager research team. Participated in due diligence and manager selection discussions with top-tier traditional and alternative asset managers in various asset classes. - Designed and authored firm-wide marketing material, including the ‘Graystone Foundation Survey Report’, sent to 250+ prospective clients, resulting in $380MM in new client assets. - Managed all phases of marketing campaigns, supervised print operations, and coordinated mailings.

Bachelor Of Science (B.S.) In Finance

- Majors: Finance and Marketing. - Financed own education. - Worked 20+ hours per week while attending full-time classes (Arthur Andersen.

Bachelor Of Science (B.S.) In Marketing

- Majors: Finance and Marketing. - Financed own education. - Worked 20+ hours per week while attending full-time classes (Arthur Andersen.

Creative Writing

- Graduate of the Second City Training Center Writing Program. Studied scene structure, character development, and worked with various.