Chuck Cavanaugh Email & Phone Number

New York, Ny, Us

New York, New York, Us

Recognized as a high performing, fast-track executive, leading the Wealth Planning & Annuity Distribution functions for Citi Personal Wealth Management. Drives focus on increasing market share, revenue growth, and profitability through meticulous financial planning and insurance product sales. • Expanded national insurance sales from history of flat sales to 53% growth in the 1st year. Led previously underperforming team to achieving record-breaking, multi-million-dollar premium insurance policy sales through strategic focus on financial planning. Provided targeted coaching to improve sales performance, facilitating access to key branches and advisors, and led with strong understanding of business that allowed for enhanced team support and alignment. • Increased financial planning client penetration from 7% to 9% within a population segment of over 300,000 by doubling the number of financial plans created to over 10,000 plans in 2023.• Consistently promoted the wealth management business through published articles, leading publications (ex. Kiplinger), co-presenting with Citi’s Chief Investment Strategist at national events, and representing the company nationally at syndicated radio shows.• Significantly increased Annuity Sales by 78% in the 1st year, a 60% improvement in annuity revenues over the prior year.• Transformed annuity sales by expanding team from two reactive product specialists to eight annuity sales specialists, resulting in an accumulated $1B in annuity sales in 2023, with continued momentum of anticipated $1.5B in 2024.

As a Subject Matter Expert (SME), offered consulting and expert-level technical support to agencies and financial services representatives for two insurance companies. In this capacity, delivered customer value propositions to high-net worth customer segments. • Partnered effectively with field sales leaders to develop tailored business plans for their regions, driving alignment and focused growth strategies. Suggested and implemented marketing and sales initiatives that directly contributed to increased sales performance. Enhanced team capabilities through training and certification in Small Business Owner strategies, equipping teams with necessary tools for success.• Drove development of comprehensive business owner prospecting programs, educating advisors, and providing them with the tools needed to assist business owner clients, many with net worth of $10M+, requiring sophisticated business planning strategies. This program effectively generated new net assets and additional insurance sales.

Zurich, Ch

As an Executive Leader, provided financial advisors and their high and ultra-high net worth clients with comprehensive advanced planning strategies for 11 branches in the NYC Metropolitan region. Offered data-driven recommendations for improvement, providing expertise in estate and multi-generational planning, multi-trust structures, retirement income, and cash flow analysis, business succession planning, charitable giving, and executive compensation strategies. • Accelerated growth by advising clients on the unique wealth transfer issues that affect Ultra-High-Net-Worth families (e.g., legacy planning, dynastic planning, philanthropy, asset protection, and socially responsible wealth transfer). • Created, hosted, and led numerous workshops that educated financial professionals and advisors on current estate tax laws, sophisticated planning techniques, strategies for unusual assets like low-cost basis investments and real estate, unique product solutions and emerging planning issues. Cultivated key client/advisor relationships.

New York, Ny, Us

Advanced rapidly across increasing levels of oversight, earning final promotion to COO of Investment Products. • Championed direction for strategically aligned technology needs through efficient project prioritization processes, specifically during platform conversions. Overcame challenges of working within a limited budget by developing a detailed project plan and securing support from senior leadership. Project required strategic risk assessment, including compliance and legal considerations, and implemented the platform’s successful alignment.

New York, Ny, Us

Spearheaded strategic marketing and sales planning, while leading marketing solutions for 7 product areas: annuities, insurance, mutual funds, unit investment trusts, closed-end fund IPOs, exchange-traded funds, and 529 plans. Established collaborative relationships across previously competitive silos, achieving a cohesive team spirit that celebrated successes. Created effective campaigns across numerous departments to achieve product promotion on a broader scale. Drove sales post-recession by creating data-driven marketing programs, including a data mining tool that allowed for creation of individualized annuity strategies. • Produced 78% annuity sales lift and record total annuity sales during highly volatile markets. • Instrumental in an 8% revenue growth during the early stages of a complex joint venture.

New York, Ny, Us

Radnor, Pa, Us

Lincoln, Nebraska, Us

• Significantly improved company marketing, products, services, and salesforce retention rate from 40% to 65%. • Established a successful sales and marketing business plan that garnered 35% business growth in the first 12 months.

New York, Ny, Us

• Previously drove 58% growth (up to $2.34B) in total annuity sales and 13% growth (over prior year) and an 85% increase in a non-proprietary annuity business.

Hartford, Ct, Us

• Drove product development of a new single-premium variable life insurance product, which exceeded $100M in premiums in the 1st year and captured #1 in market share.

B.S, Biological Sciences

Jd, Tax Law Concentration