Daniel Ryan Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Durham, North Carolina

Senior Vice President, ​Amundi Smith Breeden/Amundi Pioneer, Durham, NC9/14 – 3/20Hired to help build Amundi Smith Breeden/Amundi Pioneer’s Institutional Business in the US. Responsibilities included calling on Institutional Plan Sponsors, Consultants, and other third party spheres of influence. I was also charged with participation in product development and marketing initiatives, which allowed Amundi Group to expand their US presence. Amundi acquired Smith Breeden Associates during September 2013 as the global center for US credit research, multi-sector fixed income solutions and to integrate and develop global credit strategies. As of January 2018, post the acquisition of Unicredit, Amundi Pioneer was formed and my responsibilities shifted to running the Strategic Partnership I developed with Nationwide and serving as Client Portfolio Manager on the funds we created and sub-advised.Solution Set:● Agency Mortgages● Securitized Credit● Investment Grade Credit● US Core and Core Plus● Global High Yield● Global Multi-Asset● Multi-Sector Fixed IncomeAccomplishments:· Worked with Nationwide to develop a Strategic Partnership and create the Nationwide Amundi Global High Yield and the Nationwide Amundi Strategic Income funds. Both funds received 5 Star ratings from Morningstar. Strategic Income was designed to fit between directional equity and credit allocations and received a Lipper Award during March 2020. The overall relationship generated annual revenues of $US 2 million dollars.· Promoted to Head of US Consultant Relations, January 2017· Lead the firm’s first Product Marketing Initiative to evaluate existing strategies relative to the institutional landscape. Provided all analytics and drafted the presentation made to the board.

Hired as the first direct institutional sales professional to help develop Calamos brand and grow the institutional asset base, which made up five percent of total firm assets under management. Lead the brand/identity development initiative that resulted in Calamos “Active Global Growth” mantra, which was adopted across all distribution platforms during 2010 and was seen in publications such as Pensions & Investments. After the firm added two more direct sales people and bolstered consultant calling efforts, our team grew the institutional asset base to nineteen percent of total firm AUM at peak. To augment Calamos Active Global Growth brand and to allow the team to consultatively interact with plan sponsors, we began communicating our solution set through marketing “ One Team, One Process, Differentiated Risk Profiles.” This allowed us to move away from retail, product focused marketing initiatives and towards articulating the outputs of the research process. Ultimately, this allowed plan sponsors/consultants to determine what derivative of Calamos research process would most intelligently impact their current initiatives.

Greater New York City Area

Joined a seasoned team of professionals, with the responsibility of calling on direct plan sponsors in the Midwest with an asset base below $1 billion. In year two of employment, the firm’s territories were realigned and I was promoted to call on all plan sponsors of any asset size in select states. The firm’s strategy set developed through acquisitions during year two, which ultimately allowed us to provide plan sponsors with multi-boutique solutions and vastly expanded my investment acumen.

Joined a burgeoning retirement and investment management arm of a bank holding group primarily owned and operated by Carl Lindner, who also controlled Great American Insurance, United Dairy Farms and was General Partner of the Cincinnati Reds, a Major League Baseball team. Partnered with the commercial banking division to sell niche investment strategies and our bundled define contribution and defined benefit strategies throughout the Midwest