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Brendan Mackenzie, Cfa is listed as Managing Director, Consultant Relations Manager at Wellington Management at Wellington Management, a company with 3027 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at wellington.com and a matched LinkedIn profile for Brendan Mackenzie, Cfa.
Brendan Mackenzie, Cfa previously worked as Managing Director, Consultant Relations Manager at Wellington Management and Vice President, Business Development Manager at Wellington Management. Brendan Mackenzie, Cfa holds Mba, Asset Management from Boston College Carroll School Of Management.
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AeroLeads found 2 current-domain work email signals for Brendan Mackenzie, Cfa. Compare company email patterns before reaching out.
In the institutional asset management industry, relationships are paramount. Only through strong relationships can organizations trust your integrity, your capability, and your commitment to seek their best interest. I oversee relationships with the two largest consulting firms globally, with combined assets under advisement of more than $20 trillion. Playing a lead role in setting our business strategy for these strategic relationships, I engage with key contacts across all functions at these organizations, and leverage the appropriate investment resources to meet the needs of these firms and their end clients. Throughout my career, I have demonstrated my ability to successfully grow a firm’s business, engaging consultants and attracting asset owners across all channels (insurance, endowment, foundation, healthcare, corporate and public retirement plans), as well as sub-advisory mutual fund and variable annuity providers. My extensive investment knowledge across equities, fixed income, multi-asset, and private markets makes me an invaluable resource for my company and clients.
Listed skills include Mutual Funds, Series 7, Alternative Investments, and Series 63.
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A career timeline built from the work history available for this profile.
Greater Boston Area
At Wellington Management, I lead global relationships with the two largest consulting firms worldwide, with combined assets under advisement of more than $20 trillion. Collaborating with teams in the US, Canada, EMEA, and Australia, I focus on developing relationships with key contacts across all facets of these organizations, including research, asset.
Greater Boston Area
I joined Wellington with the mission to expand the company’s business in the mid-market defined contribution and defined benefit arena. My responsibilities included coverage of a large territory in the Midwest with a focus on building relationships with mid-market, DC-focused consulting firms, direct calling on corporate DC/DB plan sponsors, and targeted.
At Eaton Vance’s largest affiliate, Parametric, my efforts focused on growing the client base for the firm’s equity, alternative and derivative implementation capabilities in the Northeastern United States and Canada. This work included direct calling efforts on foundations, endowments, and corporate and public retirement plan clients.
Greater Boston Area
Promoted to Vice President after two years as an Assistant Vice President for the same group, my key responsibilities centered on identifying and building relationships with research analysts at U.S. and Canadian retirement consulting, asset management, and insurance firms. My pursuit of new opportunities led to an increase in business, including.
Greater Boston Area
In this business development role, I served as a liaison for some of the firm’s largest clients. I delivered training presentations to clients’ sales teams and assisted with nationwide investor events. While working closely with clients, I obtained insights that were instrumental to the sales team in generating new mandates for improved performance..
Greater Boston Area
I pioneered a new division that was created to build our Defined Contribution and Sub-Advisory business. I was responsible for leading and supporting several members of our external sales team as they developed relationships with corporate retirement plan advisors and consultants throughout the country.
Other employees you can reach at wellington.com. View company contacts for 3027 employees →
Masda Minib
Colleague at Wellington Management
London, England, United Kingdom, United Kingdom
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JR
Jean Rutan
Colleague at Wellington Management
Walpole, Massachusetts, United States, United States
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Will Yu
Colleague at Wellington Management
Greater Boston, United States
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Sandra Tran
Colleague at Wellington Management
Leichhardt, New South Wales, Australia, Australia
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Marie Cristoforo
Colleague at Wellington Management
Greater Boston, United States
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Luke Stellini
Colleague at Wellington Management
London, England, United Kingdom, United Kingdom
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TG
Teresa Graves
Colleague at Wellington Management
Detroit, Michigan, United States, United States
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JM
Jillian Munafo
Colleague at Wellington Management
Somerville, Massachusetts, United States, United States
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Nathalie Nourry, Cfa
Colleague at Wellington Management
London, England, United Kingdom, United Kingdom
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SL
Scott Lopez
Colleague at Wellington Management
Winchester, Massachusetts, United States, United States
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Quick answers generated from the profile data available on this page.
Brendan Mackenzie, Cfa works for Wellington Management.
Brendan Mackenzie, Cfa is listed as Managing Director, Consultant Relations Manager at Wellington Management at Wellington Management.
AeroLeads has found 2 work email signals at @wellington.com for Brendan Mackenzie, Cfa at Wellington Management.
Brendan Mackenzie, Cfa is based in Greater Boston, United States, United States while working with Wellington Management.
Brendan Mackenzie, Cfa has worked for Wellington Management, Parametric, and Eaton Vance.
Brendan Mackenzie, Cfa's colleagues at Wellington Management include Masda Minib, Jean Rutan, Will Yu, Sandra Tran, and Marie Cristoforo.
You can use AeroLeads to view verified contact signals for Brendan Mackenzie, Cfa at Wellington Management, including work email, phone, and LinkedIn data when available.
Brendan Mackenzie, Cfa holds Mba, Asset Management from Boston College Carroll School Of Management.
Brendan Mackenzie, Cfa is listed with skills including Mutual Funds, Series 7, Alternative Investments, and Series 63.
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