Chad Simmons Email & Phone Number

Greater Boston Area

• Grow distribution for RBC via a strategic effort focused on investment platforms (RIA, Wealth Management, Retirement and Family Office).• Manage relationships to build ongoing revenue opportunities with this market segment.• Deliver effective presentations for new business and reviews and have the ability to manage meetings and deliver responsive follow up.• Collaborate and work well within the institutional sales team structure.• Stay aware of market trends, new products to… Show more • Grow distribution for RBC via a strategic effort focused on investment platforms (RIA, Wealth Management, Retirement and Family Office).• Manage relationships to build ongoing revenue opportunities with this market segment.• Deliver effective presentations for new business and reviews and have the ability to manage meetings and deliver responsive follow up.• Collaborate and work well within the institutional sales team structure.• Stay aware of market trends, new products to market, competitors' performance, searches in the marketplace and any movement with current client portfolios.• Proactively manage expenses and costs. Show less

Greater Boston Area

• Created, grew and kept profitable market share and franchise products.• Initiated and maintain relationships with financial advisors by promoting the sale of Eaton Vance products.• Daily outbound sales conversations with financial professionals within territory including pitch of retail open-end mutual funds, closed-end funds, Separately Managed Account products and ultra-high net worth products.• Utilized analytical and communication skills to effectively select specific products… Show more • Created, grew and kept profitable market share and franchise products.• Initiated and maintain relationships with financial advisors by promoting the sale of Eaton Vance products.• Daily outbound sales conversations with financial professionals within territory including pitch of retail open-end mutual funds, closed-end funds, Separately Managed Account products and ultra-high net worth products.• Utilized analytical and communication skills to effectively select specific products and services to promote to the appropriate audience.• Developed personal business and territory plans, including purpose, mission and action for monthly, quarterly and annual goals.• Coordinated support to the brokerage community for Eaton Vance sponsored events and meetings.• Promoted to Regional Sales Representative covering the territory of Metro Chicago and Western Michigan in December 2010, which is the number one territory from Indiana, Kentucky and Southern Illinois.• Promoted to team leader in February 2012, responsible for 13 other internal wholesalers. Show less

• Provided information to shareholders and registered representatives on mutual fund accounts such as account specific details, operational procedures, retirement information, tax information and fund related figures.• Discussed in-depth fund information with clients regarding a wide array of investments including performance figures, fund statistics, fund objectives, holdings, and portfolio manager background.• Analyzed and diagnose problems while coordinating with other individuals to… Show more • Provided information to shareholders and registered representatives on mutual fund accounts such as account specific details, operational procedures, retirement information, tax information and fund related figures.• Discussed in-depth fund information with clients regarding a wide array of investments including performance figures, fund statistics, fund objectives, holdings, and portfolio manager background.• Analyzed and diagnose problems while coordinating with other individuals to reach a resolution.• Offered superior customer service via telephone by maintaining departmental call standards. Received recognition for exceptional calls for 2 months. • Dedicated liaison for one of Eaton Vance’s highest net worth brokers. Provided daily support by managing all retirement and non-retirement new account setups, tracking retirement transfers, maintaining accounts and furnishing detailed commissions reports. Show less

Head of Sales for all high end electronics, Troubleshooting all technical problems and setting up products for conference rooms and displays.

Cfp, Finance

B.A, Finance And Accounting

Activities and Societies: Accounting and Finance Club, Basketball and Soccer

Education record