Gordon Burrow Email & Phone Number

Houston, Texas, United States

Responsible for wholesaling mutual funds, SMA's, and retirement products to financial advisors in Texas and Oklahoma.

Texas And West Coast

• Responsible for wholesaling mutual funds to financial advisors within the major wirehouses, banks, and additional service providers across Texas, Arizona, and California; focus firm coverage includes Merrill Lynch.
• Achieved over $50 million in new sales by creating 20% more relationships within the territory while winning space in their models.
• Communicated regularly with financial advisors by personal visits, phone/e-mail to ensure their understanding of the product lineup and meet their needs.

Houston, Texas, United States

• Responsible for wholesaling mutual funds to financial advisors within the major wirehouses, banks, and additional service providers across Texas, Arizona, and California; focus firm coverage includes Merrill Lynch.
• Raised over $200 million in new assets for 2015 and 2016.
• Ranked number two nationally during 2015 and 2016 out of six territories.
• Communicated regularly with financial advisors by personal visits and phone/e-mail to ensure their understanding of the product lineup and meet their needs.

Houston, Texas, United States

• Led sales of the Hartford product lineup to broker-dealers, banks, and other service providers in Texas, Arizona, and California; focus firm coverage included Merrill Lynch, Morgan Stanley, Wells Fargo, UBS, and Chase.
• Achieved ranked of #2 nationally in sales.
• Led sales and promotion efforts to increase assets and market share of the Hartford offshore products.
• Implemented a consultative-driven client service and prospecting routine focused on regular communication with financial advisors, one-on-one meetings, and phone/e-mail follow up to increase brand awareness and raise.

Houston, Texas, United States

• Sold and marketed the INVESCO global products to broker-dealers, service providers, and banks throughout Texas, Arizona, California, Florida, and New York. Worked closely with fund managers to gain a full understanding.
• Led sales and promotion efforts that increased assets and market share of the INVESCO offshore products.
• Built trust and credibility with financial advisors and met their needs through regular calls and meetings.Relationship Manager, International Group (2001-2003) Developed new distribution relationships in banks and.
• Set sales goals and established marketing tactics with target distributors.
• Oversaw new product development and created sales ideas to promote the product.Manager, Operations (1997-2001)
• Promoted to lead a department of 30 direct reports based on leadership qualities and client relationship management expertise.