Anthony Doyle Email & Phone Number

Malvern, Pennsylvania, United States

Led a cross-functional team of 70+ tasked with designing and implementing first Sales Leads process to deliver more personalized client experiences, generate new Sales Opportunities, and create new client relationshipsDeveloped board-approved case to amend current fund policies to better serve client needs and eliminate barriers for growth

Malvern, PA

Led a cross-functional team of 70+ to transform our sales coverage models inclusive of territory optimization, organizational restructuring, and a 30% expansion of our sales force to achieve ~50% lift in penetrationDeveloped and executed a multi-channel recruitment marketing strategy - inclusive of an industry-wide press release - yielding over 900 highly.

Malvern, PA

Led a capability assessment of our advisor sales team and created a multi-year maturity model focused on driving efficiency and effectiveness through a new Sales Enablement program with a five-year NPV of $110MDesigned and executed divisional strategy to transition CRM providers which led to an enterprise transformationServed as the organization’s.

Malvern, PA

Designed and implemented new multi-faceted oversight program for Vanguard’s transfer agency function to proactively identify and mitigate operational, regulatory, and reputational risk with third-party product distributionServed as corporate delegate on industry committees and chaired several panel discussions with industry participants, regulators.

Malvern, PA

Served as Registered Principal Responsible for overseeing all trading, operations, product placement, and market data activities of Vanguard’s ~$30B Brokerage Mutual Fund Platform comprised of over 14,000 individual fundsDrove AUM and revenue growth of 150% over 5 years through expansion of product offerings, negotiation of new revenue-sharing agreements.

Malvern, PA

- 2yrs supervisor specialty trading- 1 yr specialty trading- 3yrs call center- 2yrs operations

Media, PA

Launched start-up recording studio with 3 co-founders. Responsible for business strategy, financial planning, and operations.https://collarboned.com/

Wynnewood, PA

- Launched start-up designed to provide personalized pet care and related services to local clientele- Responsible for business strategy, financial planning, and marketinghttps://www.doggiewalkieonthemainline.com/

Greater Philadelphia Area

Options and Currency floor support for Janney Montgomery & Scott and PHLX