Robert L Leahy Email & Phone Number

Greater Boston Area

Stamford, Ct

Greater Boston Area

• Territory: New England (MA, RI, NH, CT, ME) • Channel: Broker-Dealer • Focused on building relationships in Morgan Stanley, Merrill Lynch, UBS and Wells Fargo • Represented over 30 affiliates and 100 different Mutual Funds and Managed Accounts• Built a territory rotation that yielded 25+ in-person meetings per week• attained specific goals for YOY growth, market share, new producers and million dollar producers• Delivered CE credit presentations to advisors• Established 120 new advisor relationships in 2017• Increased market share from 0.50% in 2015 to over 1.20% in 2017• Grew the number of Million Dollar Producers from 87 to 105 in 2017• Posted a Year-over-Year sales increase of 137% in 2016• Successfully increased annual gross sales from $80M to $235M within 2 years

• Aston Asset Management became an affiliate of AMG IN 2016

• Territory: Northeast Region• Channel: Broker-Dealer, RIA, Bank Trust, Pension Consultants, Retirement Platforms• Research coverage for: Bank of America, U.S. Trust, LPL and Commonwealth Financial Network• Focused sales efforts on due diligence teams across distribution channels • Built strong relationships with Aston’s Sub Advisors• Coached others to follow business strategy which grew company assets from $2.8B to $16.5B• Established a personal goal of raising $1B of net sales within 5 years - Achieved goal in 4 years• Sales in excess of $1B gross (2010 and 2013)• Recognized/honored 5 consecutive years (2009-2014) for achieving $500M plus gross sales• Aston Asset Management Sales Champion (2009, 2011, 2013)• 2009 Posted the highest total net sales annually in the company’s history $661M• 2009 Acquired the status of Partner of Aston Asset Management

Boston, Ma

• Territory: Upstate New York • Channel: Broker-Dealer • Maintained relationships with firms: New England Securities, MetLife, Merrill, Smith Barney, UBS• Developed and honed strong public speaking skills through client seminars• Executed an effective launch of two closed-end REIT Funds • Conducted Value Added Presentations: Topics: Seminars, Referrals and Multi-Generational Comm.• launched in Merrill Lynch the Multiple Discipline Managed Account Program from CDC IXIS• Undergraduate guest lecturer at Cornell University on the Basics of Investing• Constantly reached the company and territory goals

• Territory: Florida, Northern California• Channel: Broker-Dealer• Supported the efforts of the external sales professional in two territories • Closed sales by designing and presenting allocations of CDC IXIS Funds• Trained new sales employees on the CDC IXIS product line• Executed a direct marketing campaign, which resulted in sales over 220% above targeted goal

• Resolved account problems, executed trades and managed the client servicing of large account holders• Presented marketing information pertaining to our fund offerings• Promoted to Internal Investment Consultant • Provided customer service directly to clients• Promoted to Dealer Services & Marketing Representative inside of my 1st year