Denver J. Smith Email & Phone Number

Sydney, NSW, AU

• Serve as member of 2-person team managing $7M territory covering 20 Boston accounts.
• Provide detail-oriented service to high-level executives from private and public companies regarding global institutional securities covering technology, software, consumer discretionary, energy, industrials.
• Set budget levels, handle account mapping, drive account improvements, and manage monthly account update call.
• Serve as Global Account Captain for massive account, managing account production, account activities, and account coverage involving 25 salespeople and sales traders throughout 8 global offices.
• Exceed expectations qualitatively and quantitatively, as demonstrated by annual commission increases, and broker assessments via quarterly/bi-annual voting process.
• Manage U.S. Sales Desk, drastically increasing revenue by moving accounts higher in vote ranks: Wellington (from 37 to 18), Fidelity (from 44 to 29), Columbia (from 38 to 29).

New York, NY, US

• Served as member of 3-person team managing $3.5M territory with 18 Boston accounts covering software and technology research for institutional funds.
• Increased overall wallet share with existing clients through entertainment and servicing.
• Opened 11 accounts by prospecting potential clients, fostering new relationships, and utilizing persistence and persuasion, increasing top-line growth.
• Awarded Top Team Representative for highest account revenue, increasing office revenue 22% during 2-year tenure.

US

• Served as member of 5-person team managing $8M territory with 30 Boston accounts covering technology, healthcare, industrials, and REIT equities.
• Awarded Top Team Representative for selling 44% of revenue territory.
• Improved voting results, and established trading relationships at 6 targeted accounts.
• Booked ~20 marketing days per quarter to accompany C-level executives visiting institutional money managers in Boston for investment meetings, which improved company visibility and introduced investible companies to.

• Managed $10M territory with 15 West Coast and Boston accounts in technology and consumer sectors, handling Institutional Equity Sales.
• Established and cultivated new relationships with institutional investment firms nationwide and globally through cold calling and entertaining over coffee or meals.
• Coordinated strategic marketing with executives of publicly traded companies across the United States, and with experts in technology and consumer sectors.

Greewich, CT, US

• Managed $7M territory with 15 accounts covering technology, healthcare, and aerospace/defense companies.
• Increased awareness of company startup boutique brand at key accounts through happy hours, group lunches and dinners, and charity involvement.
• Planned, managed, and executed logistics for annual American Technology Research Silicon Valley Technology Bus Tour, which allowed investors to research 20+ publicly traded companies over 3 days by visiting their.

Bristol, England, GB

• Worked with portfolio managers and analysts to develop new investment opportunities for portfolio, investing in ~50 companies at a time.
• Handled timing and execution of equity trades.
• Managed relationships with brokers and analysts in Boston and New York sell side.
• Reduced costs $15K per month by sourcing and implementing new trade order management system for the fund after identifying costly inefficiencies in previous system.

Bachelor Of Arts (Ba), American Civilization, Focus: Sociology, Minor: Eastern Religion

Education record