Dan O'Connor Email & Phone Number

Boston, MA, US

• Managing Director, North America Institutional SalesPalmetto Advisory Group serves as a marketing and distribution partner to emerging managers across both traditional and alternative asset classes.
• National institutional fund raising direct to plan sponsors, consultants, RIA’s and OCIO’s.
• Collaborate with each distinct investment firm to develop & execute new business strategy.
• Firms represented manage small growth, large value, quantitative enhanced index, municipal… Show more Managing Director, North America Institutional SalesPalmetto Advisory Group serves as a marketing and distribution.
• Firms represented manage small growth, large value, quantitative enhanced index, municipal bonds, long/short unconstrained equity, commodities and a life sciences venture fund & foundry.
• Achieved new buy ratings, built advocacy across tier 1 & regional consultants and plan sponsors. Show less

• Managing Director, Head of North America Consultant RelationsMSIM, comprised of 27 investment teams organized across six segments of the market: equity, fixed income, real assets, private credit & equity, multi-asset &.
• Led the North America Institutional Consultant Relations business with a focus on growth and partnership.
• Player/Coach: Managed team of seven consultant relations professionals responsible for $75 billion of institutional AUM. As an… Show more Managing Director, Head of North America Consultant RelationsMSIM, comprised of.
• Player/Coach: Managed team of seven consultant relations professionals responsible for $75 billion of institutional AUM. As an individual contributor, served as lead relationship manager for strategic global and tier 1.
• Defined measurable metrics across the business and created individual and team reporting. Reorganized coverage to emphasize a relationship manager model not bound by geography.
• Developed a consultant strategy to expand MSIM’s reach creating an emphasis on operating within the triangle of senior leadership, research and field consultants.

• Managing Director, Northeast Team Leader Global Consultant RelationsBlackRock manages active, passive, alternative and multi-asset products. BlackRock Solutions provides risk management, advisory and enterprise.
• Senior team leader for consultant relationships with shared client accounts in excess of $100 billion. Managed the northeast region of three CR professionals and mentored junior team members.
• Developed business plans and executed strategy… Show more Managing Director, Northeast Team Leader Global Consultant RelationsBlackRock manages active, passive, alternative and multi-asset products. BlackRock Solutions.
• Developed business plans and executed strategy for several global and regional tier 1 consulting firms to drive and protect business. Effectively positioned the broad investment and risk management platforms of.
• Together with the fixed income team and colleagues from multiple channels, led the initiative to raise a new strategic income strategy from seed capital to over $25 billion in a three-year period.
• Identified and targeted a trending institutional market for a global tactical asset allocation portfolio that historically had only been offered through retail channels. Succeeded in raising over $1 billion.

Greater Boston Area

• MFS manages equity, fixed income and multi-asset products for global institutional and retail investors.
• Managed consultant relationships across the east coast; coordinated global and regional coverage with internal colleagues. Developed and executed strategy to increase breadth of product ratings and drive new business.
• Focus areas included US/global/EAFE/emerging equity, core plus fixed income, emerging debt.
• Built strong internal relationships across the global institutional… Show more MFS manages equity, fixed income and multi-asset products for global institutional and retail investors.
• Built strong internal relationships across the global institutional business, portfolio management teams and retail (defined contribution, sub-advisory, intermediary platforms).
• Member of the global consultant advisory team and the defined contribution task force. Show less

Greater Boston Area

• State Street Research, acquired by BlackRock in 2005 managed equity, fixed income and alternative products on behalf of institutional and individual investors.
• Prior to acquisition, responsible for national coverage of investment consulting firms.
• Developed consultant sales strategy; collaborated with sales, client and portfolio teams.
• Key capabilities included small & large cap growth equity, natural resources/energy, core plus & short duration fixed income and customized… Show more State Street Research, acquired by BlackRock in 2005 managed.
• Key capabilities included small & large cap growth equity, natural resources/energy, core plus & short duration fixed income and customized liability driven investments (LDI).Vice President, Institutional Sales
• New business development officer, clients included public & corporate pension and defined contribution plans, insurance companies, sub-advisors and endowments & foundations. Territory encompassed 23 States across the.

Ba, Economics, Minor In Chemistry

Denmark International Study (Dis)