George Earle, Mba Email and Phone Number

• Generated client leads and new business pipelines, triaged potential segmented leads for new business opportunities, and executed to contracted business client status.• Guided potential new client firms from new lead stage to closed new business.• Demonstrated the value-add of the company platform as part of tailored presentations based on prospect needs.• Presented and negotiated prospect client pricing, justifying cost by helping prospects to understand value.• Oversaw new client firm implementations and acted as point of contact and escalated when needed.• Provided quality control and word-smithing enhancements for prospect firm Requests for Information and Requests for Proposals (RFIs/RFPs).

• Enhanced relationships with an assigned book of client firms of various size and structure by deepening Assets Under Management (AUM) wallet share, expanding utilization of company products and services, and driving mutual growth using a consultative approach to cross-selling and up-selling.• Oversaw client implementation of new strategic technologies through enterprise management team practices.• Exceeded strategic and revenue-based goals consistently set by management through the development of strong customer relationships by understanding client business needs and creating alignment with company technology and solution offerings. • Authored strategic business plans for each client firm utilizing complex data analytics to drive mutually beneficial initiatives and presented to clients in both virtual and in-person settings.• Spearheaded organization of co-branded client events; scheduling, securing sponsorships, and curating content.

• Tracked the value of company’s Strategic Investment portfolio holdings through financial research and analysis.• Reconciled the Strategic Investments master file to the SAP General Ledger on a monthly basis and resolved breaks.• Calculated mark to market, foreign exchange, and other adjustments to holdings’ carry values monthly.• Prepared monthly and quarterly forecast files based on investment activity to date.• Maintained the database company’s proprietary investments for the Strategic Portfolio Group.

• Led a team of associates to provide the best-in-class experiences for ultra-high net worth clients, handling both day to day as well as complex banking operations as designed by relationship leads.• Achieved top performance consistently for cross-selling initiatives.• Oversaw daily client cash operations: transfers, credit, trade coverage, and overdraft reconciliation.• Coordinated efforts of the various members of the consolidated team, arms of the Private Bank, the Investment Bank, and Chase to meet client goals in a thorough and efficient manner. • Reviewed and resolved alerts as part of a robust AML program.

• Provided operational and analytical support within a five-member private wealth management team managing $1 billion in high-net-worth client assets.• Coordinated all cash management activities including payment of fees, trades, client wires, and estate planning activities.• Assisted in the implementation of portfolio strategy, asset allocation, and portfolio performance analysis. • Leveraged internal network throughout various departments of company to serve client needs and accomplish wide-ranging objectives.

• Exceeded expectations in the role of internal wholesaler for iShares during transitional period.• Provided subject-matter expert level call center support to advisors and individuals seeking detailed information and education on Barclay’s iShares ETFs, iPath ETNs, and Barclays Global Investor Mutual Funds, via telephone and email.• Led in most or all categories of tracked metrics across all departmental peers consistently.• Acted as main contact point between investors, both private and institutional, and the various fund families for which company provided outsourced distribution and investor services information. • Utilized knowledge of financial markets and the various investment products to assist shareholders with retention and garnering of additional assets.• Facilitated and administered Broker/Dealer selling agreements for seven different fund families.