Karen Cassidy Email and Phone Number

As an Account Executive at salesforce.com, I have the pleasure of working for one of the most innovative, energetic and fast-paced companies in technology. I work with Financial Service professionals to maximize the impact of cloud computing technology on strategic imperatives. Specifically, I helping banks, investment firms and insurance companies transform the way they do business by leveraging Salesforce's platform across their businesses. I' am responsible for a monthly and annual sales quota consisting of new business while increasing the success and footprint within my existing customer base.

•Head of Family Office Services and Operations for a $6 million team. Team ranked in Barron’s, SF Business Times and Registered Rep magazine. •In addition to my role as head of our family office clients my responsibilities include hiring, training and continued development of our trading assistants, conducting compliance, lead team operations aimed to increase productivity as well as client retention and satisfaction. •Conduct quarterly meetings with our top 25 clients each having assets from $20-500 million. Instrumental in cross-selling the firm’s services and growing existing relationships through referrals and new assets, raised teams assets by $25 mm YTD.•Point person for 5 person team tasked with increasing efficiencies, increase customer satisfaction thereby allowing us to reduce the number of relationships while increase margins.

•One of three members of top-producing team, revenues exceeded $12 million annually. Contributed to revenue growth of 300% in four years by increasing service quality and introducing new products. •Managed ESOP & DSP programs for 4 public companies for 500+ employees. •Marketed and sold customized investment products and equity hedging solutions to HMW investors with concentrated equity holders through collars and options strategies. Opening up new revenue sources to increase revenue per account on stagnant assets by 10-15%.

•Developed business plan to acquire clients and business a revenue model from the ground up. •Established accounts through cold calls, networking and marketing seminars resulting in $ 6 million assets. •Advised clients on financial products and services; including retirement planning, college planning and estate planning.