Chad Bartholomew, Caia® Email & Phone Number

New York, Ny, Us

New York, New York, United States

Princeton, Nj

Senior Relationship Manager within BlackRock's Retirement Insurance Group. Responsible for business development and relationship management for U.S. based annuity and life insurance companies. Primarily focus on sub-advised assets and custom index placements on annuity platforms. Additional responsibilities as a people manager to junior staff and business strategy.

External Wholesaler responsible for retail distribution of insurance related BlackRock products in the Central U.S. as part of BlackRock's Financial Institutions Group.

Princeton, Nj

Working with key Insurance and Variable Annuity providers nationwide as part of BlackRock's Financial Institutions Group. Frequent speaker at sales meetings and conferences.

Princeton, Nj

Provide support as an Internal Wholesaler working with my External counterpart working exclusively with Merrill Lynch Financial Advisors in North Dakota, South Dakota, Nebraska, Minnesota, Wisconsin, Iowa and Missouri.

Sales and placement of both domestic and offshore Mutual Funds, Separately Managed Accounts and hedge funds covering America's High Net Worth Clients and Merrill Lynch PBIG offices.

-Help in sales initiatives, relationship-building, and prospecting while providing support to external Regional Vice Presidents in New Jersey and Florida.-Prepare and present sales plans and materials, provide technical information regarding products and services, and develop sales presentations

-Maintained and developed knowledge of ING products, marketing sales strategies, systems and applications to fully support and service Advisors with all inquiries.-Processed inbound calls from Financial Advisors and Assistants; provided case illustrations and case design assistance.-Served as the home office interface with New Business, Service Centers and Licensing.