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.
• 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.
• 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.
• 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.

• 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.
• 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.
• 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.

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.
• 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.
• 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.

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.

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.
• 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