Dennis Keeley Email & Phone Number

Atlanta, Georgia, United States

Grew territory to $1.9 billion bringing in $600 million in new assets in single year. Strengthened relationships with existing accounts; identified business opportunities through referrals; made numerous presentations to advisors, investors and financial advisory organizations; educated on vetting process of specialist managers to develop portfolios, tax.

Called on investment advisory firms and broker/dealer reps to promote interest in the SEI investment management program; made sales presentations and case support on high net worth accounts.Devised training initiative and trained sales force on new “goals-based” investing process/strategies and investment product. Emphasized process product developed to.

Responded to investment adviser leads and developing new business relationships; attended investment professional conferences to promote adviser services, manage client relationships (client visits) and manage projects.Led project to develop new investment advisor services marketing kit for distribution to brokers. Drafted language promoting strengths of.

• Position Summary FormatChampion business growth through the cultivation of relationships with new advisors to the AssetMark platform. Provide investment, relationship and practice management solutions to support.
• Meet with advisors to learn about and understand their critical business issues and obstacles to growth
• Support advisors with best developed practices and custom solutions tailored to their business needs
• Build upon advisor relationships with support network across AssetMark service and operations teams
• Participate and lead conversations about industry trends, challenges, and opportunities via broker dealer conferences and other relevant industry forums.
• Coordinate a superior and seamless on-boarding experience for all new AssetMark advisors

Managed 10 employees.Streamlined daily trade process within single omnibus account holding assets of large discounters i.e. Schwab, DLJ Pershing, TD Ameritrade as part of task force. Recognized need to reduce trade errors from phone/fax requests submitted late in day; co-developed bulk trade form for clients ordering large trade requests; co-designed audit.