Brian M. Email & Phone Number

New York, Ny, Us

New York, New York, Us

Sold business in June 2022Designed product packaging, built a visually appealing website (www.drinkjoe.co) optimized to maximize AOV & LTV, and managed social media (Instagram: @drinkjoe2.0)Organized Joe 2.0’s logistics by evaluating and partnering with a global network of suppliers & distributorsPlanned and executed a go-to-market strategy by establishing the value proposition, defining the target customer, determining pricing & positioning, and identifying high impact sales channelsBuilt brand awareness by utilizing PR, social media, affiliates, influencers, and email/SMS

New York, New York, Us

Grew a book of business from $500k/year to $5 million+/year of revenue in three years in a lead sales & relationship management role, while consistently exceeding sales targets and KPIsPitched investment ideas and transacted with portfolio managers at hedge funds & asset managers, with a focus on equity derivative products including options, exotics, hybrids, ETFs, and custom basketsDeveloped a growth plan for each account to drive incremental revenue, and build long term client relationshipsDifferentiated Citi’s offering within a competitive industry by creating a unique brand of content

New York, New York, Us

Facilitated introductions between corporations’ C-suite executives and institutional investors to generate interest in new IPOs or provide ongoing corporate access for existing and potential investorsAuthored “The Open Interest,” a publication distributed to clients providing trade ideas, analysis, and market highlightsOnboarded new clients – responsible for learning what they value, making introductions, and building a relationship

New York, New York, Us

Rotated through sales and trading desks including U.S. Agency Debt Trading, Delta One, Stock Loan, and Relationship Management.Shadowed traders and salespeople to better understand how they perform their jobs, what moves the markets, and how they generate a profit & loss each day.Put together a trade idea for agency bonds and presented it to the desk. Also pitched long/short equities trade, and then showed how I would do the trade using swaps, options, and stock and explained the advantages of each. I also performed a client report that was given to a senior relationship manager before a mid-year client review. Created a morning note each day that covered the top news from overnight, market moves, important economic releases that day, as well as highlights in Citi’s research.

New York, Ny, Us

Worked with Financial Advisors to meet the investment and financial needs of institutions, businesses, families, and individuals.Compared various investments to give Financial Advisors recommendations based on my analysis.Used Microsoft Excel to create a new type of report that better shows clients how their assets are allocated.Composed reports for clients that evaluate their investment’s performance.Gained valuable experience in an environment where knowing the financial markets is key to being successful.

Latham, New York, Us

Created budgets and allocated available resources to existing and new approaches in marketing.Consulted with various departments to best position Sunmark FCU as a leader within the financial service industry.Created online, radio and billboard advertisements.Designed new “landing pages” on the Sunmark FCU website, which offered members new ways to access and receive important services.Wrote and edited articles that were included in newsletters and e-mails sent to Sunmark FCU members and staff.

Albany, New York, Us

Worked with many departments throughout the company such as finance, accounting, innovation, human resources and marketing. Represented SEFCU at many events and assisted in the marketing of the credit union to potential new customers/members.Directed the organization’s Facebook page and with other social networks to promote the credit union.

Bachelor Of Science, Finance & Real Estate

Education record