Henry Orvin Email & Phone Number

Summerville, South Carolina, United States

Philadelphia, Pennsylvania

Greater Boston Area

Boston, Massachusetts

- Lead 10 sales managers and 3 analysts in promoting products & gaining key product placements- Top-graded team by hiring seasoned professionals ready to jump at all sales opportunities - Restructured team with “channelized” approach that put focus on key partners and their needs- Came in and immediately helped Head of Distribution re-organize all of distribution- Lead NextShares project to create new ETMF structure for firm- Returned immediate dividends, generating record placements and record sales in 2016- Increased market share 20% where competitors were struggling to maintain sales- Gained high-conviction placements for 20% of funds, including #2 best-selling growth fund

- Hired to cultivate deeper relationships with key players in under-served retirement market- Laid groundwork in RIA market, leveraging network to build relationships where none existed - Gained preferred placement at Schwab, Merrill Lynch, and Principal, despite lack of history - Established organizational model to focus on retirement and sub advised- 25% year-over-year RIA growth, establishing multiple strategies at Schwab and Envestnet- Gained placement on Fidelity's Fund Picks list- Increased sales 73% across all accounts in first 18 months with Allianz

- Recruited to build out 2 previously under-served RIA and Independent broker channels- Cultivated high-level relationships with gatekeepers at broker dealer clients - Managed Chicago-based wholesaler and relationship management teams to success- Spearheaded RIA channel, tackled multi-pronged challenge of no sales, relationships or history- Quickly gain traction to drive sales growth and deliver produce into triple-digit returns- Re-organized sales team to provide more personalized and dedicated coverage to RIAs- Channelized Relationship Management team to better meet the needs and request of customers - Cultivated relationships and expanding opportunities with: Schwab, Fidelity, TD Ameritrade,

- Developed and implemented strategies for the distribution- deployment of high-performance indexed solutions to business partners for this start-up- Evaluated 250+ product and developed strategic plans for market launch of key products- Leveraged long-standing relationships with wirehouses to promote products and services- Built and mobilized sales teams, making immediate impact in company performance- Gained shelf space with major fund managers, including Fidelity, Schwab and Fundquest- Assisted in creating 11 new funds

- Delivered high-impact results as new head of relationship management- Renegotiated revenue-sharing agreements with all major customers that saved $3M+ annually- Gained shelf space at MSDW for 2 annuity products- Improved rankings with partners, moving from <5th place top 3 status across all partners- Hired as wholesaler by Delaware Investments, rose through ranks to senior leadership positions