Bruce Smith, Mba Email & Phone Number

Philadelphia, PA, US

Greenwich, Connecticut, US

Facilitate capital development efforts for Oxford Funds. Founded in 2002, Oxford Funds is the parent company of credit-focused investment advisers that manage funds investing in U.S. CLO equity, U.S. CLO junior debt and syndicated corporate loans.

London, London, GB

Impact Cubed provides analytics and investment solutions for building more sustainable portfolios with greater impact.

Seattle, WA, US

Comprehensive wealth management solutions for high net worth individuals and families, including customized investment solutions, wealth planning and family office services.It’s our mission to help people live richer lives, and that includes fostering an environment where great employees can thrive. We love what we do and know that the genuine.

Radnor, PA, US

• Oversaw complex business development projects to promote financial sustainability and growth. Supported multiple revenue channels through data gathering and evaluation, generating models for company-scale implementation.
• Promoted to advisor position during corporate reorganization due to exceptional consulting skills, team leadership, and high-quality performance, supervising operations for 6 direct and 15 indirect reports.
• Expertly created, managed, and tracked a $60M budget for Lincoln Financial Advisor’s Planner Loan Database, ensuring quality investments to maximize on returns.
• Directed change management initiatives, leading staff in procedural updates that improved workflows, drove efficiency, and increased customer satisfaction rates.
• Served as the primary point of contact for business development initiatives, maintaining positive working relationships with leadership and key stakeholders to cultivate cohesive strategies.

Pawtucket, Rhode Island, US

• Championed team sales strategies within the company’s largest territory, directing 10+ sales representatives and allocating an annual marketing budget of $1M. Demonstrated exceptional leadership and delegation.
• Achieved continuous year-over-year revenue growth within the territory, driving $6M+ in total sales by creating and nurturing crucial business relations with diverse clients.
• Secured the most new accounts across the company four years in a row, leading a team of 10+ outside sales representatives to identify and close on new business opportunities that expanded the territory.
• Generated $6M+ in annual revenue year over year by building and maintaining solid relationships with existing clients through open communication and in-person meetings to ensure all needs were met.
• Employed extensive written and verbal communication abilities to deliver weekly presentations to audiences of 100+ attendees, effectively growing the customer base and outperforming business development goals.
• Maintained cohesive sales and marketing strategies between 30+ vendors to establish sustainable improvements.

New York, New York, US

• Efficiently negotiated and closed major trades for Citibank’s Par Desk on the Secondary Trading Market. Collaborated with national and international traders and support teams to develop essential relationships.
• Served as Citi’s sole point of contact for each trade and took full ownership of all trades within an assigned facility, reaching values of over $1B in total Global Loan Amount.
• Facilitated numerous trades monthly, communicating directly with counterparties throughout the nation to ensure trades closed quickly and without error.
• Developed and utilized an in-depth knowledge of credit agreement execution and the completion of other financial documents essential for trading on the secondary market to achieve varied business objectives.
• Created and deployed key internal protocol that strategically increased efficiency and assisted the team in consistently eclipsing company goals.

• Led and supervised all renewal employees within the division to optimize day-to-day operations and establish effective, cohesive workflows. Strategically identified potential clients, building positive relationships to.
• Leveraged interpersonal and business acumen skills to negotiate with insurance companies on a client’s behalf, working to obtain the most competitive premiums and extensive coverage possible.
• Recognized for exceptional performance, receiving a promotion to head of renewal team in less than one year.
• Expertly maintained a $10M book of business, improving revenues by continuously increasing new submissions and renewed accounts.

San Francisco, California, US

• Closed $2M+ in product volume per year and employed critical interpersonal skills to successfully build and maintain key client relationships.
• Drove district sales, helping the branch attain the top-ranking position in number of cards sold and dollar volume for six consecutive months.
• Consistently recognized for outstanding work ethic and business acumen through regular promotions.

Master Of Business Administration - Mba, Finance

Bachelor Of Science - Bs, International Relations And Economics

Education record