Frank Saeli

Frank Saeli Email and Phone Number

Vice President, Principal @ State Street Global Advisors
Boston, MA, US
Frank Saeli's Location
Boston, Massachusetts, United States, United States
Frank Saeli's Contact Details
About Frank Saeli

BUSINESS LEADER & HEAD OF DISTRIBUTION Senior business leader and global distribution executive who advances company mission with balance of business expertise, insightful strategic planning, and outstanding sales performance. A strong business driver and thought leader with a solid record of building and leading high performing sales and customer relationship organizations. Successful in bringing strategic and tactical leadership to optimize revenue opportunities, launch new products and develop strong institutional and consultant relations. Excel in developing impactful marketing, relationship building, and increasing sales revenue and account penetration with both existing and new clients. Expansive domestic and international experience. Adept at business planning as well as detailed analysis and operational problem solving. A high expectations leader with a reputation for recruiting and building high performing sales, distribution and customer service teams. • Sales Leadership – Executive who meets or exceeds sales goals on a consistent basis. Instrumental in leading the effort at Manulife to establish and grow their asset management business. That business vertical is now a robust driver of additional revenue and a standout contributor to the overall investment brand of the company. Achieved consistent sales growth year-over-year including a standout example of attaining net positive sales annually from 2009-2018 and building assets managed for external institutional clients by 17x representing more than $80 billion in new AUM.• Relationship Management – Reputation for recruiting, developing, and retaining high performing teams servicing a demanding global client base. Ensured client objectives and metrics were being met, guidelines/restrictions monitored and adhered to. Highlighted by having top decile client ratings (per Greenwich Assoc. 2015 & 2017).

Frank Saeli's Current Company Details
State Street Global Advisors

State Street Global Advisors

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Vice President, Principal
Boston, MA, US
Website:
statestreet.com
Employees:
44927
Frank Saeli Work Experience Details
  • State Street Global Advisors
    Vice President, Principal
    State Street Global Advisors
    Boston, Ma, Us
  • Monarch Partners Asset Management, Llc
    Head Of New Business Development And Client Relations
    Monarch Partners Asset Management, Llc Nov 2019 - Mar 2023
    Monarch Partners Asset Management, LLC was an independent, 100% employee-owned investment management firm, based in Boston. Founded in January 2010, Monarch Partners was created to specialize in U.S. micro-cap value, small cap value and small/mid cap value investments. Responsible for new business development and client/consultant relations.
  • Manulife Asset Management
    Head Of Distribution
    Manulife Asset Management 2008 - Jul 2018
    Toronto, Ontario, Ca
    Manulife Asset Management is a global asset management firm offering investment products across a full range of asset classes. The firm operates in 16 countries and territories with more than 400 investment professionals.Directly managed Sales and Relationship Management Teams focused on institutional and retail channels.• Oversaw Global Distribution Services: Consultant Relations, Marketing and Sales Administration Teams.• Developed and implemented the firm’s global sales plan; building the organization, hiring a diverse array of talent, and restructuring the unit across all key functional areas (US, Canada, Asia & LATAM).• Achieved new corporate sales records: U.S. (2010-17), Canada (2009) and Asia (2010/2012). Recognized by Institutional Investor for U.S. Public Fund Sales, nomination- Bond Manager of the Year (2011).• Member of the Executive Management Team, Product Steering Committee, Client Fee & MFN Committee (Chair), ESG Executive Group, Mutual Fund Steering Committee and other key project teams.
  • State Street Global Advisors
    Vice President, Principal
    State Street Global Advisors 2005 - 2008
    Boston, Massachusetts, Us
    State Street Global Advisors (SSGA) is the investment management division of State Street Corporation and one of the world's largest asset managers. The company services financial clients by creating and managing investment strategies for non-profit foundations, businesses, corporations, associations, governments, educational institutions, and religious organizations.As a Senior Sales Professional, responsible for new business development in corporate, insurance, endowment/foundation, and not- for-profit markets primarily located in the Midwest and New Jersey.• Exceeded annual sales targets marketing a broad set of investment management strategies including public market equity and fixed income, asset allocation services, liability driven strategies and alternative investments (real estate, private equity, quantitative long/short strategies and hedge funds).
  • Boston Partners Asset Management
    Managing Director/Principal
    Boston Partners Asset Management 1997 - 2005
    Boston, Ma, Us
    Boston Partners Asset Management, LP provides investment advisory services. The Company manages portfolios of domestic and international value equities. Boston Partners Asset Management serves clients worldwide.Responsible for new business development and client/consultant relations in the Midwest and Canada.• Taking a new territory, initiated in-depth prospecting targeting a diverse group of institutional investors and consulting firms. Quickly achieved and surpassed objectives established to become a Principal of the firm. Generated over $10 million in new revenue across a broad set of investment strategies. • Successfully established the first client accounts in two important equity strategies, increasing revenues and broadening the firm’s brand in the investment sector.• Cross-sold to several clients and implemented a customized client solution which became a key addition to firm’s product line.
  • Mfs Investment Management
    Vice President, Institutional Sales
    Mfs Investment Management 1994 - 1997
    Boston, Massachusetts, Us
    MFS Investment Management (MFS) is an active, global asset manager. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund.Directed institutional investment management sales efforts in the Midwest and East Coast regions.• Recognized as top producing divisional salesperson.• Developed and maintained several key consulting relationships which led to important new client relationships and expanded MFS’s presence in the region. Successfully established the first client accounts in two important equity strategies.• Cross-sold to several clients and implemented a customized client solution which became a key addition to firm’s product line.
  • The Boston Company
    Assistant Vice President, Institutional Sales
    The Boston Company 1986 - 1994
    Boston, Ma, Us
    Founded in 1865, The Boston Company is a unit of BNY Mellon dedicated to serving sophisticated investors globally. The company provides investment management, administrative, custodial and trust services for mutual funds and pension funds, as well as foundations and charitable organizations. Directed institutional trust and custody sales in the Midwest. Sold to large corporate, public, endowment/foundation and Taft-Hartley plans.• Achieved more than 200% of 1993 sales quota, generating more than $3 million in new revenue and $25 billion in assets.• Instituted an automated territory sales management program to increase marketing effectiveness.• Successfully cross-sold to several clients.Product Specialist (1990 – 1991)Provided comprehensive trust and custody product expertise to the institutional sales team and working directly with institutional investors and consultants.• Achieved leadership position in the Group, successfully booking more than $5 million in new revenue.• Elected Senior Corporate Staff Officer.Senior Product Information Specialist (1988 – 1990)Worked directly with senior sales professionals, prepared comprehensive written product and fee proposals.• Contributed to over $9 billion in new business growth.• Awarded encore Premier Achievement Award.Master Trust Accountant (1986 – 1988)Worked with large institutional clients, including the supervision of all aspects of pension accounts and served as primary investment manager contact.• Awarded Corporate Quality Award for superior performance.

Frank Saeli Skills

Sales Management Relationship Management Institutional Investments Territory Growth/development Marketing Strategy Series 7 Team Building Sales Hiring Alternative Investments Institutional Sales Investment Strategies Retirement Pension Funds Institutional Due Diligence Finance Etfs Management Strategy Private Equity Marketing Financial Risk Mergers And Acquisitions Business Relationship Management Mutual Funds Retirement Planning Series 63 Trading

Frank Saeli Education Details

  • Fairfield University
    Fairfield University
    Economics

Frequently Asked Questions about Frank Saeli

What company does Frank Saeli work for?

Frank Saeli works for State Street Global Advisors

What is Frank Saeli's role at the current company?

Frank Saeli's current role is Vice President, Principal.

What is Frank Saeli's email address?

Frank Saeli's email address is fs****@****eam.com

What is Frank Saeli's direct phone number?

Frank Saeli's direct phone number is +161737*****

What schools did Frank Saeli attend?

Frank Saeli attended Fairfield University.

What skills is Frank Saeli known for?

Frank Saeli has skills like Sales Management, Relationship Management, Institutional Investments, Territory Growth/development, Marketing Strategy, Series 7, Team Building, Sales Hiring, Alternative Investments, Institutional Sales, Investment Strategies, Retirement.

Who are Frank Saeli's colleagues?

Frank Saeli's colleagues are Miller Surette, Anusha Revu, Amy Wang, Anand Tiwari, Bhavesh Sawant, Alan Huey, Lalith Kishore S.

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