Eric Almquist Email & Phone Number

New York, Ny

Responsible for Investment Management & Research products and propositions. Reorganized into customer-centric business verticles with customer proposition managers and product managers of related products. Leverage products into other areas of Thomson Reuters.

P&L responsibility for Lipper.Oversee all business operations globally.Responsible for Product Management, Research, Development, Content & Production, Project & Process Group.Expanded registerd for sale coverage to 60 countries.Doubled revenue growth rate.Fifty percent increase in margin.

Managed Global Sales, Account Management, and Client Services with a total of 60 staff in 12 countries.Integrated acquisitions into global sales structure.Organized sales groups globally with 5 regional sales managers into globally consistent sales structure with coordinated goals.Established global contracting process for multi-country prospects.

Enhanced all aspects of the instiutional business, including sales, marketing, products, and product development in North America. Established sales and account management functions to retain existing business and focus on new sales opportunities.Developed sales metrics and installed CRM.Rationalized pricing and products, eliminating once-off discounting.Implemented a product development process.

Advise mutual fund companies on strategies for successful distribution of their funds.Develop and implement strategic plans for mutual fund complexes.Recommend improvements in investment advisory style, product line, distribution channels, organizational structure, communication flow, and operational processing.Recommended alternative distribution strategies for cost-effective asset gathering.

Developed marketing plan for real estate asset management services, energy asset management services, and trust tax outsourcing.Identified markets within the financial service sector.Built nationwide sales force to pursue targeted prospects.

Enhanced sales organization and procedures towards maximizing profitability goals.Developed sales force and increased sales productivity.Increased assets under management by 400%.Targeted key industry segments: bank trust, bank brokerage, bank asset/liability areas; insurance asset management, retail insurance investment programs; corporate cash management; and municipal asset management.

Successfully sold instituitonal mutual funds in an elven-sate region to bank trust departments, banks, investment advisors, broker/dealers, insurance companies, and corporations.Integrated instituional sales and service activities with regional sales effort.Increased number of banks as customers by ten-fold.Managed independent regional sales office.

Institutional Marketing Rep: sold institutional money market funds to bank trust departments in northeast and midwest.Assistant Director of Communications: created Specialty Sales and Service dept. for non-traditional products.Account Exec: Built retail sales force for selling and servicing six-month unit investment trusts.