Edward Kaminski, Cima®, Aif® Email & Phone Number

New York City Metropolitan Area

Greater New York City Area

Major responsibilities include - 1. Product benchmarking and enhancement; 2. Market analysis, which includes identifying new markets and opportunities, as well as positioning, for our stable value products; and 3. National and key account management; which includes product placement and support for stable value within the capital preservation asset class. 4- Business channel ownership, where I am responsible for all aspects - Channel identification, business development, support and advocacy. Also help develop strategy, focus and product enhancements internally, chairing the product development and enhancement committee. I also work with industry recognized organizations such as the College Savings Foundation, where New York Life is a member, and I am a representative, serving on the media committee, investment committee and marketing task force.

Florham Park, Nj

Management and development of the Merrill Lynch Advisor Alliance program within ADP, with a primary responsibility of driving the post-DoL product structure and migration. Also responsible for all aspects of managing 140 DCIO relationships. Drove 15% increase in sales on Merrill Lynch’s Advisor Alliance program. Helped to develop and impliment execution of post-DoL strategy for Merrill Lynch Advisor Alliance platform within ADP by, collaborating with Legal, Compliance, Risk Management, Trading, and Operations.

Florham Park, Nj

Responsible for the day to day management of over 140 DCIO relationships, trend analysis in the DC space and product enhancements. Executed 150+ new sales, service and trading agreements, and amendments. Enhanced platform offerings by 70+ fund managers, representing 10K+ funds. Automated fund manager, client, and asset reporting processes, helping with tracking, billing verification, and access to investments for product solutions. Also directed money market reform efforts, affecting $3B in Assets Under Management (AUM) and 3.3K plans.

Newark, Nj

Helped develop materials and drive sales for the Strategic Partners fund family. Generated fund holdings reports, website content, review of shareholder reports, campaign reports to upper management, presentations, updates, biographies, and profiles for 25+ mutual funds with 30+ sub-advisors. Coordinated efforts with asset managers / sub-advisors within family of funds, establishing focus and stories around funds. Trained 14-member Sales Desk and helped with their wholesaling efforts.

Responsible for managing and maintaining strong relationships with 65 asset management firms, representing over $170B. Supported all business initiatives related to institutional investment products.Found solutions and enhanced the investment product line for institutional and retail offerings within division.Monitored, screened and developed fund offerings for retail and institutional investment platform.Composed quarterly fund commentaries and performed fund searches on over 1500 funds.Negotiated and reviewed revenue sharing, sales and service agreements that resulted in 15 additional fund families, representing over 600 funds.

Mba, Portfolio & Investment Management

Bachelor Of Science (B.S.), Business Administration And Management, General