Dan Mccormack Email and Phone Number
Segall Bryant & Hamill's Director of Consultant Relations and Business Development since 2019, I have over 25 years of experience in the global asset management industry. My core competencies include new business development, relationship management, strategic planning, and team leadership across multiple asset classes and market segments.Previously, I led the U.S. institutional sales and strategic relationships teams at BNY Mellon Asset Management North America and The Boston Company Asset Management, where I leveraged my extensive consultant network and client base to generate significant revenue growth and retention. My mission is to deliver innovative and customized solutions that meet the needs and goals of institutional investors and consultants, while fostering a collaborative and high-performance culture within my organization.
Segall Bryant & Hamill
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Director, Consultant Relations And Business DevelopmentSegall Bryant & Hamill May 2019 - PresentChicago, Il, Us
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Head Of U.S. Institutional SalesBny Mellon Asset Management North America Feb 2018 - Dec 2018Led the U.S. Institutional business development team in a player coach role, for Corp, Public, E&F and Ins markets. Responsible for developing sales plan, campaigns and incentive plans for the team to ensure revenue goals are appropriate and attainable. Responsible for direct sales territory of 11 states and leveraging extensive consultant relationships for new business development.
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Global Head Of Strategic Relationships, EvpThe Boston Company Asset Management Jan 2016 - Feb 2018Boston, Ma, UsLed sales, relationship management, consultant relations and support teams. Covered multiple Tier I consultant firms and global client responsibilities in a player/coach role. Created extensive annual distribution plan with specific team and individual metrics, led pipeline reviews with team, reported results to board of directors. -
Global Head Of Distribution, EvpThe Boston Company Asset Management Mar 2011 - Dec 2015Boston, Ma, UsResponsible for global sales, relationship management, consultant relations and marketing functions. Created extensive annual distribution plan with specific team and individual metrics, led pipeline reviews with team, reported results to board of directors, and right-sized resources. Restructured Distribution team to adapt to marketplace challenges and the company's strategic outlook. Developed greater collaboration and accountability amongst internal and external teams to drive new business and revenue retention for our firm.
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Consultant Relations ManagerThe Boston Company Asset Management Jul 2000 - Mar 2011Boston, Ma, UsCovered Tier 1 and Tier II consultant firms. Expanded from single contributor to lead a team of four Consultant Relations professionals. Expanded management to include the Relationship Management team in 2007 and Sales team in 2009.
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Consultant Relations OfficerJohn Hancock Advisors Jan 1997 - Jul 2000Managed consultant relations program with all major firms, covered Tier I and Tier II consultant firms, expanded database coverage, and responded to RFI's.
Dan Mccormack Education Details
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Umass BostonEconomics -
Boston UniversityFinancial Planning
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Boston College High School
Frequently Asked Questions about Dan Mccormack
What company does Dan Mccormack work for?
Dan Mccormack works for Segall Bryant & Hamill
What is Dan Mccormack's role at the current company?
Dan Mccormack's current role is Director @ Segall Bryant & Hamill | Business Development | Consultant Relations.
What schools did Dan Mccormack attend?
Dan Mccormack attended Umass Boston, Boston University, Boston College High School.
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