Frank Mcaleer, Cfp®, Cima® Email & Phone Number

St. Petersburg, Florida, Us

Responsible for leading the firm’s efforts to empower our financial advisors with thought leadership, advisory technology and practical guidance to address the evolving financial planning, wealth planning and longevity retirement needs of their individual and business clients. Our financial advisors can help create a financial plan designed for who you are, how you live, wellness planning, legacy planning and risk management. This includes understanding the potential solutions and financial implications in the areas of healthcare, caregiving, transportation, housing and transition of wealth. We believe a financial plan that sets out clear objectives and the advice and partnership offered by a professional financial advisor is key to achieving your long term financial and lifestyle goals. Disclosure: The Raymond James & Associates employee is not acting in the capacity of a financial advisor and as such will not be effecting or attempting to effect transactions in securities or rendering personalized investment advice for compensation. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.

Philadelphia, Us

Head of Managed and Income SolutionsLed the strategic direction and internal distribution and marketing initiatives of company's managed account, mutual fund and retirement income planning offerings. Managed retirement income planning offering and oversaw development of proprietary retirement income software (RIE - Retirement Income Evaluator). - Drove accountable overall revenue to 33% of the total firm's revenue. - Increased fee based revenues 155% to in excess of $125 million in 2013 from $50 million in 2008.- Successfully integrated utilization of retirement income planning software by company's financial advisors to in excess of 50% of all advisors in one year.

Founding and Managing PartnerAs member of Management Committee and founding partner, directed all decisions and strategic direction for distribution, marketing, product management, compliance, P&L management and vendor selection. Oversaw all distribution that includes the following channels: institutional consultant, broker dealer, retirement & tax-exempt, private bank, wealth management and registered investment advisors (RIA). - Built firm's AUM as of 12/31/05 to $2.9 billion w/2005 net sales of $460 million and gross sales of $1.2 billion. - Sold Constellation to Touchstone Investments in February, 2006. Managed a smooth transition of leadership to new organization.

Boston, Ma, Us

Head of DistributionLed all intermediary distribution efforts which included the broker dealer, registered investment advisor (RIA), sub-advisory and retirement channels. Directly oversaw ten person, distribution team and corresponding internal sales desk. - Reversed 2002 negative net sales to positive net sales of $240 million in 2003.

New York, Ny, Us

Head of Third Party DistributionStructured and formed a sales and relationship management organization to gain third party distribution outlets for company's asset management product. Developed a 10 person national wholesaling team in 9 months. Built a leadership team of direct reports to include a national sales manager, two national account managers, director of sub-advisory business development and a 529 product specialist. - Exceeded quota in both 2001 and 2000 with net sales of $1.5 billion and $3.0 billion.

Boston, Ma, Us

National Sales ManagerHeld sales and national sales management roles for both the company's mutual fund organization and the company's institutional brokerage and custody offering to registered investment advisors (RIA). In all positions attained or exceeded asset gathering and revenue goals.

Naples, Fl, Us