Brian Hicks Email & Phone Number

New York, United States

New York City Metropolitan Area

• Managing Director – Institutional Sales: Manage and develop the existing product set as a member of the Recruitment & Product Committee. Accelerated revenue and business-line growth while adding new clients..
• Data analytics to identify and target cross selling opportunities at new and existing accounts.
• Installing a new CRM system to track workflows and account resource usage.
• Improvements to the internal research process to incorporate data analytics in real-time.
• Led the Joint Venture and integration with Aletheia Capital doubling the Product Suite.

New York, New York, United States

• Sr. Vice President - Sales: Sparked revenue growth with new and existing clients comprised of hedge funds, mutual funds, and high net worth individuals. Utilized CRM systems and implemented a call program to improve.
• Improved sales processes and increased revenues with our client base to achieve top quartile growth. Co-authored procedure manual for business relations with Hedge Funds.
• Partnered with analysts and bankers to grow revenue by cross selling products. Increased account votes to Top Quartile from Third Quartile in two years.
• Increased Account Book from $2 million to $15 million in 3 years.

Greater New York City Area

• MANAGING DIRECTOR, HEAD OF INSTITUTIONAL EQUITY SALESDeveloped and managed the Domestic Sales Team, supervising 14 staff as well as 12 research analysts in New York and nationally.
• Go to Market Strategy: Established new business development strategy leading the transition from an execution-only platform to a research/trading platform.-​Collaborated with 400+ analysts, traders, and sales leaders.
• Leadership: Led the sales team as a producing manager for 20 accounts, the majority being multi-strategy hedge funds. Experience opening and growing complicated accounts. Promoted to Managing Director.
• Operating Committee Project Lead: Increased firm revenue 300%+ while the Project Lead. Launched MKM’s Platinum account initiative which included new CRM systems and internal sales process enhancements to better engage.

Greater New York City Area

• EXECUTIVE DIRECTOR, INSTITUTIONAL EQUITY Disseminated sales collateral, customer events and content to new and existing equity hedge funds and mutual funds on the Institutional Desk.
• Increased revenue in underperforming accounts as key contributor in the Middle Market Group.
• Generated 30% annual increase in account revenue from improved CRM usage and channel partnerships.
• Opened new business lines into existing accounts (Options, ETF’s, Syndicate, Banking).
• Promoted to Executive Director for excellence in cross selling and account opening driving Account book from $2 million to $12 million.

Greater New York City Area

• Partner - Chief Compliance Officer / Head TraderManaged non-financial aspects of this $100 million long/short hedge fund, analyzing the fund and its performance. Core member of the Investment & Risk Management.
• Increased firm AUM from $20 million to $100 million AUM through a coordinated go to market campaign.
• Transitioned operations and asset holdings to new prime brokers saving 25% in cost per year.
• Implemented best practices for portfolio management and investment selection.

New York, New York, United States

• INSTITUTIONAL SALESPERSON, VICE PRESIDENT
• Early member of a newly formed team focusing on underserved clients.
• Opened new accounts and grew existing accounts exceeding revenue targets for the year.
• Quickly elevated to senior salesperson on the team responsible for key relationships.

• Research Sales; Trader
• Promoted to Principal and was awarded Most Outstanding Employee at the Principal Offsite.
• Appointed a sales manager and was responsible for selling into new and existing accounts.
• Highest Y/Y Sales performer in 2003.

Masters, Business And Personal/Financial Services Marketing Operations, A

Activities and Societies: Worked full time while obtaining my MBA

Bachelor Of Business Administration - Bba, Finance And Marketing, A

Activities and Societies: Sigma Phi Epsilon Intramural Sports