Brian Haley Email & Phone Number

New York, NY, US

Jersey City, New Jersey, United States

• Independent external wholesaler representing Asia and emerging markets investment platform including mutual funds, SMA, UCITS and active ETF broadly diversified and single country strategies.
• Cultivated strong partnerships with large advisory teams, portfolio managers and CIO across institutional, RIA, wirehouse, broker dealer channels to drive asset growth, generate cross sale opportunities, and increase.
• Conducted individual and branch meetings, led presentations and hosted events daily to educate on macro trends and local dynamics, the case for the asset class, and benefits of products and resources offered. Authority.

New York, NY

• Intelligence, data and analytics solutions sales consultant and head of emerging manager channel. Partnered with traditional and alternative institutional investment managers to identify and capitalize on global.
• Educated C-level teams on analytics and attribution tools to highlight performance and characteristics vs. peers, strengthen positioning and messaging beyond returns, and generate custom reports. Empowered firms with.
• Involved in every step of the sales cycle: sourcing, qualifying, demonstrations, negotiations, closing, and relationship management.

New York, NY

• Responsible for asset growth and retention of emerging markets mutual funds and SMA across wirehouse and broker dealer channels.
• Developed meaningful relationships with prospects and clients as the emerging markets expert via individual and group meetings on and off site. Educated financial advisors on the asset class and investment trends.
• Accountable for mining market intelligence (Market Metrics, Discovery, Intermediary Analytics), lead generation, and converting pipeline to clients.

New York, NY

• Built deep-rooted partnerships with financial advisors to drive sales and grow market share of equity, fixed income, and alternative investments for wirehouse, broker dealer, and RIA channels throughout the Northeast.
• Product specialist with unique market insights. Hosted advisor meetings, branch presentations and seminars on macro updates and industry trends, asset allocation, alternatives product education, actionable ideas and.
• Managed seventeen-member internal sales team 2010-2013. Coached consultative sales skills and territory/pipeline management. Ensured strong capital markets and product knowledge. Collaborated with sales managers.

Jersey City, NJ

Jersey City, NJ

New York, NY