Brian J Carroll Email and Phone Number
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• Strategic senior level distribution executive with proven long-term institutional and retail leadership within a multi-asset product & vehicle selling environment. Demonstrated success in development and execution of business plans and accountability metrics across diverse asset owner channels and geographies with deep product development, advisor due diligence and P&L management skills. Known for disciplined approach to strategic client prospecting and engagement.• Global Orientation | Commercial Mindset | Channel Fluency (Institutional & Retail) | Proven Sales History | Disciplined Sales System/CRM Infrastructure | Product Development | Coach/Developer of People | Public/Private Company | Board Work/Seed Capital | Corporate Development (M&A) | Situational Adaptability
Pgim Quantitative Solutions
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Managing Director - Head Of Global DistributionPgim Quantitative Solutions Nov 2021 - PresentNewark, Nj, UsAs member of executive management team, oversee Sales, Consultant Relations, Client Service, Client Portfolio Management, Marketing, RFP and Presentation Teams globally. -
Svp - Head Of Global DistributionBrightsphere Investment Group (Formerly Old Mutual Asset Mgmt) Mar 2019 - Oct 2020• Reporting to CEO, and as a member of senior leadership team, responsible for the strategy and execution of BrightSphere's (BSIG) global distribution initiative for 17-person team covering North America, Latin America, UK, Europe, Middle East, and Asia.• Restructured a global team in 2019 that was below goal for the prior 3 years, and through June 2020 was 144% of goal. • Coach/develop multi-cultural teams by institutionalizing global approach to client prospecting and engagement.• Structured an exclusive joint venture with Mercer’s OCIO platform allowing BSIG to instantly become an OCIO manager globally; “BrightSphere Total Solutions” was marketed with Mercer’s delegated team creating a scalable, diversified revenue source for our affiliates while also enhancing BSIG's brand awareness and credibility.• Engage regularly with Affiliate Management, Mergers & Acquisitions, and Product Development on corporate strategy.• Present quarterly to both BSIG and affiliate board of directors regarding global distribution progress, including the development and execution of plans to drive new revenue through previously untapped channels and geographies.
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Svp - Head Of North American DistributionBrightsphere Investment Group (Formerly Old Mutual Asset Mgmt) Jan 2013 - Mar 2019• Oversaw centralized distribution team of six, as player/coach, for seven institutional investment affiliates across US and Canada; channels included Consultant Relations, DCIO, Direct Plan Sponsor, Insurance General Account, and Subadvisory while also consistently delivering as a top asset raiser within the firm.
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Svp - Head Of Us DistributionOld Mutual Asset Management Oct 2009 - Jan 2013Boston, Ma, Us• Oversaw, as a player/coach, the Consultant Relations, DCIO, and Subadvisory centralized distribution efforts for OMAM on behalf of multiple institutional investment affiliates while also delivering on aggressive asset raising goals as a player/coach. -
Vp/Svp - Director Of SubadvisoryOld Mutual Asset Management Mar 2005 - Oct 2009Boston, Ma, Us• Raised substantial assets annually across variety of Old Mutual affiliate investment strategies within the mutual fund, insurance (VA/VUL) and closed end fund channels. -
Director - Separate Account Wrap ProgramFundquest, Inc (Formerly A Bnp Paribas Company) Mar 2000 - Feb 2005Nanterre, Île-De-France, Fr• Developed Fundquest's Separate Account Wrap program from initial concept through client rollout for regional broker/dealer, insurance, and bank channels. Responsible for managing teams of sales professsionals and investment manager research analysts, as well as general product development and implementation of operational procedures. -
Vice President - Nvest Advisor ServicesNatixis Global Asset Management (Formerly Nvest Companies L.P.) Oct 1996 - Feb 2000Boston, Ma, Us• Instrumental in defining architecture, establishing infrastructure, and developing business plan to build a collective distribution arm for seven affiliates and their no-load mutual funds targeting the RIA and Broker/Dealer wrap channel.
Brian J Carroll Skills
Brian J Carroll Education Details
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Babson CollegeFinance / Investments -
Hobart And William Smith CollegesPsychology / Economics
Frequently Asked Questions about Brian J Carroll
What company does Brian J Carroll work for?
Brian J Carroll works for Pgim Quantitative Solutions
What is Brian J Carroll's role at the current company?
Brian J Carroll's current role is Global Distribution Leader | Product Development | Institutional & Retail Fluency | Corporate Development.
What is Brian J Carroll's email address?
Brian J Carroll's email address is bc****@****lus.com
What schools did Brian J Carroll attend?
Brian J Carroll attended Babson College, Hobart And William Smith Colleges.
What skills is Brian J Carroll known for?
Brian J Carroll has skills like Mutual Funds, Asset Management, Alternative Investments, Investment Management, Investments, Investment Strategies, Asset Allocation, Sales, Hedge Funds, Institutional Investments, Management, Financial Analysis.
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