Andy Gabel, Cima Email & Phone Number

New York, Ny, Us

New York, Ny, Us

As the Senior Vice President and Head of Internal Sales for Neuberger Berman, I lead 22 sales desk professionals in New York and Chicago. My team works with wire houses, broker dealers, Registered Investment Advisors (RIAs), sub-advisory, and retirement professionals. Our work focuses primarily on public equities, public fixed income, and alternative investments including private equity, hedge funds, and liquid alternative investments. I spend a great deal of my time developing my team with product training, mentoring, and coaching, as well as implementing more efficient and effective sales processes. ◆ When I came on board, I inherited a team that had been without leadership for six months. Through voluntary and involuntary turnover of more than ¾ of my team, implementing new processes and systems, and changing the culture, I was able to transform this team. The metrics are evidence that the team is moving in the right direction: we experienced a 16.5% increase in gross team flows from 2021 to 2023 and a 52.2% increase in team engagement over the same time period.◆ As a two-phase pipeline, I built a three-person service desk as a feeder for junior hires; I then structured an internship program as a feeder for the service desk. The service desk focuses on clients outside the firm’s traditional coverage universe; the internship is an eight-week rotational program complete with curriculum and daily activities to give them a substantive experience. ◆ The data test I designed allows us to accurately assess job candidates’ ability to manipulate, restructure, and analyze data.

Newport Beach, California, Us

Vice President / Regional Head, Internal SalesPIMCO2013 to 2020I was promoted into this role to address performance and turnover issues in the Internal Sales group; I was successful in coaching and leading the 30-member sales team to achieve recognition as the top-performing team in the company. In addition, eight of those sales associates were promoted within PIMCO. The scope of my work with PIMCO included developing and driving strategies for business development, leading collaborative initiatives across the organization, and designing effective compensation strategies. ◆ The intensive, one-on-one coaching and mentoring I conducted with my sales force resulted in a 45% increase in client engagement and $200M in gross sales.◆ By conducting in-depth analysis of industry trends, investor sentiment, and competitor strengths, I led a 24% improvement in net sales of our focus products.◆ As a founding member of PIMCO’s Portfolio Analysis Group, I played a key role in the growth of our annual portfolio analyses from 180 to nearly 1,000 in just four years. Our efforts improved gross flow by an average of 46.75% YoY.◆ At the CEO’s request, I overhauled the Internal Sales compensation plan to achieve his target of 25%-30% in commission fees.

Newport Beach, California, Us

As a consultant with PIMCO Investments, I prospected and marketed our portfolios to wirehouse and independent financial advisors. I also conducted monthly portfolio attribution reviews with top-tier clients that included an in-depth analysis on portfolio returns, current holdings, and forward-looking positioning commentary. ◆ I finished in the top 10% in gross and net sales for 2011 and 2012.◆ In 2011, I placed 2nd among 64 internal advisor consultants in an annual presentation competition.◆ Senior management selected me to serve on a council that advised them on strategies to improve employee morale.

I was one of only six employees retained when Brockelman Group moved from Citigroup to Morgan Stanley. I constructed our team’s discretionary model portfolios through extensive research and analysis. The quarterly client newsletter I created summarized market behavior and outlined opportunistic investment themes and industry flows. I also delivered customized trading execution across all asset classes including equities, fixed income, credit and equity derivatives, foreign exchange, and commodities to all middle-market hedge fund clients. ◆ In addition to generating $2M in new revenue, I increased client volume by 300%.

This role was focused on managing sales and trading coverage for small market hedge funds and Registered Investment Advisor (RIA) clients who were generating at least $1M in gross revenue. I executed the team’s block trading efforts, dividend reinvestment plans (DRIP), corporate buybacks (10b-18), and special equity transactions (Rule 144, 144k).The wealth management strategies I developed for corporate executives included asset allocation, risk management, stock option strategy, and 10b5-1 and 144 transactions. ◆ The business analysis I conducted for two India-based companies resulted in a recommendation of an automated platform for both companies. As a result, both companies are now multimillion-dollar clients with Citigroup.

Master Of Business Administration (Mba)

Bachelor’S Degree