Bart Sexton Email & Phone Number

New York City

Executive Director Prospect Management and Client Coverage GroupHead of Eastern Division and Institutional Prospecting Nov 2013-PresentManage a team of 5 who are responsible for maintaining a firm-wide prospecting environment that coordinates client acquisition efforts within the Ultra High Net Worth and Institutional space while protecting clients, Advisor businesses, and Morgan Stanley’s Brand. Maintain and enforce the Morgan Stanley Individual and Institutional prospecting policies and specialize in: - Behavior Change Management- Conflict resolution- Strategic Partnering - Reporting and Analysis for Senior Management

Red Bank Nj; Southern Nj Complex

Complex Business Development Manager/ Associate Complex Manager Nov 2009-Nov 2013 First Vice PresidentManaged Financial Advisor business development initiatives for the Southern New Jersey Complex (250 Advisors, $2.5B AUM, $209MM Revenue) in order to meet strategic objectives of organic asset and revenue growth and team development Double digit sales growth in all 5 critical categories: - Capital Markets- Alternative Investments- Consulting Group Advisory- Insurance / Annuities- Banking and LendingRecruiting: Part of a team that recruited and on-boarded 26 Advisors with T12 revenue of $25.8MM. Coaching: Worked with 38 individual/teams of Financial Advisors weekly on business development goals including meeting annual revenue growth of 15%, acquiring multiple new relationships, and enhancing processes for client servicing and investment strategy Regional Reporting: Responsible for communicating successes and quarterly measurements to senior management. New FA development: Hired and trained 20 Financial Advisor Associates

White Plains Ny

Sales Manager White Plains, NY Jun 2007-Oct 2009Responsible for managing and supporting all branch activity ($22MM revenue) which included asset and revenue growth, FA development, financial planning, compliance, onboarding, and meeting strategic objectives.

Greater New York City Area

Senior Practice Management Consultant - Team Development Aug 2006- Jun 2007Delivered a 3-day consultative Teamwork Offsite Program which focused on Building team vision, including quantifiable goals and action plansDefining team member roles for efficiencySharing best practices in client acquisition and enhancing the client experienceSales Development Business Analyst Jun 2005- Aug 2006 Developed the content for a 15-week sales development and coaching program entitled ‘Enhancing the Client Experience’, which included topics such as best practices in book management, planning, and client servicing and reviews.Senior Business Technology Advisor March 1999- March 2002; Nov 2003- July 2005Trained branch personnel to best leverage all facets of an evolving technology platform which included trading, financial planning, asset allocation, and portfolio review tools. Financial Advisor Florham Park NJ March 2002-November 2003Partnered with a Top 1000 Advisor to support existing client relationships, grow through client acquisition and transition assets to a managed money platform.$150MM AUMManaged Money AUM +$42MM, Alternative Investment AUM +$10MM, Insurance revenue +$210kSourced new client relationships totaling $12MM