Brian Hardy Email and Phone Number

Developed new accounts for King & Bishop and delivered on assigned HR projects for contract and direct requisites across multiple disciplines and industries with a focus on Executive Search and full cycle recruiting for Financial & Accounting C-Suite/Executive, Management, and Mid-Level candidates, as well as HR, G&A, Talent Acquisition, Operations, Consulting, and Business Development & Sales leadership.

o Selling of BBB’s full line of services and helping businesses obtain BBB Accreditation throughout Eastern Massachusetts (including Cape Cod, Martha's Vineyard and Nantucket), Maine, Rhode Island, and Vermonto Daily, high volume, outbound cold calling and e-mail marketing campaigns while building and maintaining a pipeline of new sales opportunities o Building rapport with small business owners and educating them on the BBB Mission and BBB Accreditation benefits and marketing and… Show more o Selling of BBB’s full line of services and helping businesses obtain BBB Accreditation throughout Eastern Massachusetts (including Cape Cod, Martha's Vineyard and Nantucket), Maine, Rhode Island, and Vermonto Daily, high volume, outbound cold calling and e-mail marketing campaigns while building and maintaining a pipeline of new sales opportunities o Building rapport with small business owners and educating them on the BBB Mission and BBB Accreditation benefits and marketing and advertising resources Show less

I was responsible for establishing the satellite OCRA sales & marketing start-up office in New England. I was tasked with researching, prospecting, and establishing relationships with restaurant and hospitality clientele in several key markets: Newport and Providence, RI; Metro Boston & MetroWest, North Shore & South Shore Boston; Portsmouth, NH; and Portland, Maine. I promoted the proprietary OCRA restaurant accounting, bookkeeping and payroll system and assisted in integrating Clients’… Show more I was responsible for establishing the satellite OCRA sales & marketing start-up office in New England. I was tasked with researching, prospecting, and establishing relationships with restaurant and hospitality clientele in several key markets: Newport and Providence, RI; Metro Boston & MetroWest, North Shore & South Shore Boston; Portsmouth, NH; and Portland, Maine. I promoted the proprietary OCRA restaurant accounting, bookkeeping and payroll system and assisted in integrating Clients’ Point-of-Sale (POS) systems, employee payroll and past accounting and bookkeeping to the OCRA proprietary Restaurant 365 system. Show less

Worked with domestic and foreign clientele to initiate and on-board credit card services for those provided with start-up capital. Handled the start-to-finish process of credit implementations with the collaborative teamwork of other influential channels at Silicon Valley Bank. Handled major communication and provided advice to successfully help start-up companies with initial financing to begin successful, long-term businesses.

I returned to New England in July of 2014 to resume responsibilities as the regional Managed Accounts Specialist for Federated Investors in Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. Along with my Internal Partner, we managed the direct sales and consulting of Federated Securities Corporation, including its investment management subsidiaries: MDT Advisers and Clover Investment Advisors. Our focus was to develop relationships with Financial Advisors… Show more I returned to New England in July of 2014 to resume responsibilities as the regional Managed Accounts Specialist for Federated Investors in Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont. Along with my Internal Partner, we managed the direct sales and consulting of Federated Securities Corporation, including its investment management subsidiaries: MDT Advisers and Clover Investment Advisors. Our focus was to develop relationships with Financial Advisors, Consultants, Planners, and Advisory Teams to drive and increase mutual sales for both parties within the Independent Broker-Dealer channels and traditional Wirehouse firms. We connected and leveraged Federated investment solutions and resources with Regional Directors, Complex and Business Officers, and Financial Advisory Teams to attain growing assets and client-bases. Federated Investors investment solutions include traditional Equity and Fixed Income, along with Money Market and Alternatives. The Federated philosophy is to provide world-class liquidity, income, and alpha investment solutions. Show less

o Created and executed strategic sales and tactical execution plans, as well as value-added marketing campaigns to identify and target suitable candidates and sponsor firms for SMA investment offeringso Cultivated and acquired new relationships to drive revenue growth, and retain, preserve and strengthen existing relationships with Financial Advisors, Analysts, and Advisory Teams in independent, traditional wire-house, and wealth management firmso Provided territory growth through… Show more o Created and executed strategic sales and tactical execution plans, as well as value-added marketing campaigns to identify and target suitable candidates and sponsor firms for SMA investment offeringso Cultivated and acquired new relationships to drive revenue growth, and retain, preserve and strengthen existing relationships with Financial Advisors, Analysts, and Advisory Teams in independent, traditional wire-house, and wealth management firmso Provided territory growth through conference attendance, participation and speaking opportunities to sell Federated Investors’ products and expand its presence throughout the ten states that comprised the Central SMA Sales Territority Show less

o Following the purchase of MDT Advisers by Federated Investors, I was retained as Internal SMA Sales Representative responsible for managing sales and marketing initiatives with Central, Northwest, and Southwest SMA Directors.o Utilized Portfolio Managers and Product Specialists to enhance services provided to Financial Advisorso Developed integrated business plan to reach sales and client objectives resulting in consistent pipeline increases in new business revenue and AUM

o Developed and executed sales and marketing strategies with Rocky Mountain and Southwest Regional External Wholesalerso Scheduled private meetings, educational seminars and targeted high net worth client events with Financial Advisors to present real estate based, income oriented REITs and alternative investments with strong growth potentialo Managed current relationships and prospect strategy for the Boston Capital REIT

o Managed relationships with Investment Firms and Law Firms for the Private Client Group o Prepared and implemented incoming assets for new Omnibus and Full Service Accounts o Resolved discrepancies between clients and their Advisors including security transactions,Corporate Actions, Financial Reporting and Foreign Tax Relief

• State Street Global Markets (SSGM):o Administered Money Market, Municipal, Corporate, and Arbitrage portfolios, trading REPOs, Commercial Paper, Municipal Bonds, BAs, CDs, Notes, Syndicates, and U.S. Agencieso Managed trading between SSGM’s Fixed Income Traders and External Broker-Dealer firms o Successfully implemented new intra-day NSCC process by utilizing proprietary and externalresources from DTCC and MSRB to dramatically improve the Firm’s FINRA compliance level

• Boston Securities Processing:o Balanced the daily transactions for 3 major divisions: Boston Securities Processing; Corporate Trust; and Custody Services –– encompassing several Custodial Depositorieso Participated in the reconcilement project for SEI Trust 3000 custody platform and account conversion