Brian Arthur Email & Phone Number

St Petersburg, Florida, United States

Manager responsible for the end-to-end client experience in both non-purpose and margin lending transactions. Execution of major technology enhancements to improve product delivery via Financial Advisors and Sales Assistants, reducing turnaround time for loan documents from 2-3 business days to less than 10 minutes. Integration of global calculation platform to differentiate lending value from all competitors, creating an additional $3 billion in potential lending value across eligible account base. Led conversion team responsible for transitioning portfolio of 1,000 credit lines with outstanding balances of $200 million to Stifel Nicolaus.

Development and execution of strategic marketing plan for secured lending product to affluent segment of existing Prudential Securities customer base. Initiated direct mail campaign program to affluent Prudential Securities client base, increasing secured credit line portfolio balances by over 200% in 24 months.Implemented multimedia communication campaign to Prudential Securities Financial Advisor sales force. Application volume increased 67%. Initiated product extension that increased potential customer base by 150% upon completion.Worked with database marketing to develop acquisition models to increase response rates and more precise financial advisor and client targeting.Partnered with external home equity and mortgage solution providers to develop co-marketing of securities backed lending solution to end clients.

Marketing the Liability Management products of Prudential Bank and Trust to the Atlantic Coast Region of Prudential Securities including over 500 Financial Advisors.Developed and executed marketing plan to 29 Prudential Securities offices in seven states and the District of Columbia that resulted in direct sales of over $100,000,000 in lending products in calendar 2002.Generated Financial Advisor participation in excess of 40%, an increase of 80% over the prior calendar year.Developed monthly sales reporting template to keep Sales Manager and Regional Officer apprised of pipeline volume and sales results by office.Executed a weekly communication plan to Branch Office Managers to keep them apprised of interest rate environment, sales successes, product developments and platform enhancements.

Mba, Finance And Financial Management Services

B.S., Financial Management