Bosko Trputec Mba, Asri Email & Phone Number

Hartford, CT, US

Windsor, CT

• Project Director for industry-leading report on U.S. Annuity industry production results and market trends (LIMRA U.S. Individual Annuity Yearbook report).
• Project Director for quarterly investment sales reports and bench-marking reports, covering the entire U.S Industry sector.
• Lead director in analyzing Canadian retirement industry market and macro effects of the North American industry’s performance.
• Primary writer and publisher of marketing collateral for quarterly investment reports (Annuity segment-specific executive summaries, and industry-level GLIMPSE reports).
• Consultant to member-firms such as Private Equity, Asset Management, Annuity Carriers, and International firms to provide retirement insight based upon LIMRA's research.
• Team lead on annuity, retirement income, and investment management projects ( LIMRA's Annuity bench-marking surveys).

Greater New York City Area

- Facilitated top producer growth among independent financial planners within the assigned territories, by leading and coordinating distribution of retirment solutions and sub advised Investment Portfolios across four main disciplines: Quantitative, Traditional, Tactical and Alternative investments.- Achieved 120% of monthly production goal in February.

Greater New York City Area

- Increased by 10 percent relationships among Fidelity's retail and qualified plan Mass Affluent investor base by offering a wide range of investment guidance through live client appointments and local market development.- Introduced clients to annuities, mutual funds, fee-based managed portfolio strategies, and income protection solutions to develop.

Greater New York City Area

-Increased retention of existing financial clients by 15 percent and built productive relationships with Voya's qualified plan customers through holistic, consultative financial guidance.- Responsible for developing asset allocations and implementing them in the context of clients' current needs and long term financial goals.

New Haven, CT

• Supported the assigned Senior Portfolio Manager in achieving 2014 Top Revenue Award for the entire New England market.
• Winner of Private Bank Client Service Relationship Award, April 2015.
• Project manager for reviewing clients’ suitability for private alternative investments, such as Hedge Funds and Private Equity.
• Responsible for trading ETFs, mutual funds, and individual securities within Moxy trading terminal.
• Project manager for due diligence and monitoring of exceptions and compliance tasks for Portfolio Managers’ book of business.
• Assisting senior investment managers in maintaining their existing book of business, consisting of taxable and tax-advantaged account solutions (IRA’s, Endowments, Foundations, Family Trusts, Non-Profit Entities.

Greater New York City Area

• Trained Regional and Divisional Sales Vice Presidents and Financial Advisors in sub-advised investment offerings, including third party and proprietary funds.
• Managed field seminar invitations, field budgets, and wrote investment strategy collateral for the marketing team.
• Project manager for developing and organizing Investment Portfolio National Conference Calls to effectively disseminate to financial advisors/clients most relevant topics of current market environments and best.
• Developed and executed marketing plans and initiatives specific to MetLife’s sub-advised investment options offered by asset manager firms such as AQR, State Street, JP Morgan, AllianceBernstein, BlackRock, Invesco.
• Project manager for campaigns related to marketing launch of new annuity products/ investment options.
• Training and coaching sales force and their financial advisors in understanding investment portfolios and their functions when building effective asset allocations for clients’ retirement goals.

Greater New York City Area

• Exceeded the assigned territory’s 2011 annual production goal of $95 Million by 55 %.
• Established the assigned territory’s all-time annual production record at $70.7 Million in 2008.
• Facilitated top producer growth among independent financial planners of Southern Florida, by leading and coordinating sales initiatives in the territory, to ensure effective launch of MetLife’s annuity products and.
• Facilitated top producer development by building relationships with PFS Investments’ advisors, while consulting them in topics such as retirement products, suitability, and compliance regulations.

Mba, Finance, International Business, 3.92 Gpa

Activities and Societies: Global Business Leadership Seminar Series - Certificate of DevelopmentGlobal Busness Leadership Program - with.

B.A., Psychology