James Reilly Email and Phone Number
Scotch Plains, NJ, US
James Reilly's Location
Scotch Plains, New Jersey, United States, United States
James Reilly's Contact Details
James Reilly work email
- Valid
- Valid
- Valid
- Valid
- Valid
James Reilly personal email
n/a
About James Reilly
I am a young financial services professional with a successful multidisciplinary track record of planning, leading, and growing businesses. A self starter by nature, critical thinker by practice, and sales oriented by virtue of my personality, I bring purpose and tempo to any task I encounter with my "first-things-first" mentality.
James Reilly's Current Company Details
Prudential Financial
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Director of Annuity Product Development
Scotch Plains, NJ, US
- Website:
- prudential.com
- Employees:
- 28358
James Reilly Work Experience Details
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Director Of Annuity Product DevelopmentPrudential FinancialScotch Plains, Nj, Us
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Director Of Product Development - Institutional MarketsEquitable Dec 2023 - PresentNew York, Ny, Us -
Institutional Product Development Director - Group RetirementEquitable Jun 2020 - Dec 2023New York, Ny, Us
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Lead Manager, Strategy & Project Management - Group RetirementEquitable Jan 2020 - Jun 2020New York, Ny, Us
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Lead Manager, Strategy & Project Management - Group RetirementAxa Us Feb 2016 - Jan 2020New York, Ny, Us -
Product ManagerLebenthal Wealth Advisors Oct 2014 - Feb 2016- Manage the entire life cycle of products from strategic planning to tactical implementation including any part of the products.- Collaborate with executive management to ensure platform tools are strategically aligned and meeting business needs.- Work closely with vendor implementation team throughout development cycle to ensure success of development initiatives.- Drive firm’s profitability on each product offering through effective cross-selling to advisors.- Provide thought leadership on the pricing and access to investment solutions/products.- Work with the firms CFO to integrate platform vendor invoices to existing firm systems.- Give regular customer and prospect-facing presentations on platform features and benefits.
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Sr. Trading AssistantMuniaxis Lebenthal, Llc Jul 2013 - Oct 2014- Led development, testing, integration, and operations of the municipal bond industry’s first fully transparent auction-based ATS.- Platform trade reporting accuracy averaged 99.61% since launch, 61% better than the industry average.- Operational leadership resulted in a 99% reduction of failed trade costs on 300%+ more trades compared to sister broker-dealer.- Prospected for new institutional client business and assisted with the management of client on-boarding.- Developed metrics to improve platform profitability and reveal opportunities while identifying and m ninimizing TCO vs. TBO- Led team in presentation of platform with current users, prospective users, and regulatory representatives of FINRA.
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Jr. Retail Sales Representative / Institutional Trading & Sales AssistantLebenthal & Co., Llc Aug 2012 - Jun 2014- Grew gross revenues by 88% versus prior representative coverage of retail accounts. - Increased high net worth retail account coverage by 31%.- Grew retail account package by 13% by returning previously inactive accounts to revenue production.- Prospected new retail client business and assist with the management of customer assets exceeding $20 million.- Created weekly sales inquiry tools for institutional desk members to identify opportunities for Lebenthal customers.- Created departmental commission and payroll protocol reducing EOM processing time by 70% and increased accuracy.
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Operations AssociateLebenthal & Co., Llc Feb 2011 - Aug 2012- Lead overhaul and implementation of user entitlements resulting in annual savings of $10,000 to firm.- Created and maintained a record of revenue resulting from firm participation in Public Finance business. - Contacted, negotiated, and executed fund selling agreements of Lebenthal & Co., LLC with mutual fund distributors.- Responsible for trade discrepancy resolution with industry sales representatives and trade support staff of municipal bond trades in support of Lebenthal Municipal Asset Management.- Monitored and calculated advisory account performance with Portfolio Managers as part of annual client presentations.- Screened all new and supplementary account documents to ensure firm compliance with regulatory requirements and to prevent illegal activity.- In close cooperation with compliance department, reviewed all customer asset movements in an effort to prevent money laundering and other illegal activities.- Initiated, monitored, and communicated client asset movements to Portfolio Managers and appropriate sales staff.- Assisted in the creation, testing, and implementation of a Business Continuity Plan designed to minimize the potential loss of information, business, and communications within the firm and clients.
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Owner & OperatorJpr Photography Feb 2009 - Aug 2013- Initiate and pursue the development of new client accounts through sales calls, proposals, and negotiation efforts. - Work with clients to help develop creative images that will help further their goals and establish a long-lasting relationship. - Successfully grew client list to include two private colleges, two area newspapers with a combined readership of over 100,000, several local businesses with marketing needs, and the Intrawest owned resort, Mountain Creek.- Negotiated all proposals, releases, contracts, and invoices, as well as product delivery dates.
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Management Assistant/TraineeEnterprise Rent-A-Car Dec 2009 - Feb 2011St. Louis, Mo, Us- Ranked in top 5% of all regional employees for additional revenue per contract three times since hire date.- Averaged in the top 15% of all regional employees for additional revenue per contract since hire.- Personally responsible for 20% of total branch product revenue in the largest revenue producing branch in region.- Responsible for exceeding $10,000 in revenue produced by product sales in September, October, and December 2010.- Led area in total combined Corporate Rental Account and Used Car Sale leads every quarter during employment.- Developed local and national accounts with businesses through marketing and sales calls.- Responsible for controlling costs by thorough inspection of rental vehicles and collecting on accounts receivable in a timely fashion. - Assisted with fleet management of the largest volume branches in central New Jersey.- Ensured customer satisfaction with rental experience through consistent communication, addressing client concerns, and effective conflict resolution.- Promoted to Management Assistant one year after hire date as result of Management Qualification Interview results.- Personally trained and mentored a summer intern of 2010 who ranked #3 in the MT/MA Matrix. -
Freelance PhotographerMarist Office Of Advancement Jan 2009 - Sep 2010Photographed campus locations and projects for publication in the Marist MagazineScheduled and coordinated shoots with administrators of Marist CollegePhotographed 63rd Commencement at Marist CollegeThe Times Herald-Record, Area Newspaper
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Golf Sales AssociateDick'S Sporting Goods Apr 2009 - Dec 2009Coraopolis, Pa, Us -
PhotographerThe Times Herald-Record Apr 2008 - Dec 2009Photographed several events assigned by the Photography Editor and CoordinatorsObserved the operations of a 85,000 distribution daily newspaper at close rangeWorked with the Special Sections Editor on quarterly featuresCovered spot news events
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Freelance PhotographerThe Poughkeepsie Journal Jun 2009 - Sep 2009
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Freelance Event/Campus PhotographerMarist College Dec 2008 - Aug 2009Poughkeepsie, Ny, UsCurrently working with the Marist College administration and Office of Advancement on the Marist Magazine. -
Resident AssistantMarist College Aug 2008 - Dec 2008Poughkeepsie, Ny, UsBuilding Mentor and Role ModelHelped to coordinate events and gatherings with fellow RA's both in my building and across campusHelped to maintain a safe and healthy environment for all residents in the buildingResponsible for approximately 70 residents on the floor The Comeback Tour, Local Band; Traveled and photographed band members on and off stageVolunteered photographs for tour and website promotionsNegotiated and scheduled photo-shoots
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Freelance PhotographerMountain Creek Ski Resort 2009 - 2009
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Freelance PhotographerMount Saint Mary College 2009 - 2009Newburgh, Ny, Us -
Photography Editor & Chief Sports PhotographerMarist College Newspaper - The Circle Sep 2006 - Dec 2008Coordinate scheduling with the Marist athletic department as well as all major clubs & campus organizationsDistribute & coordinate photography assignments to photographers for the weekly college newspaperPhotographed the 2007 MAAC Basketball Tournament; Editing of all pictorial advertising submittals for The CirclePhotograph all college sports events
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Freelance PhotographerSeats: New York Nov 2007 - Mar 2008Hired to photograph theater related locations and events in New york City for the release of the most recent guide, Seats: New York.
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CustodianNew York City Board Of Education May 2005 - Jul 2007I worked summers and winters at MS 167 in Manhattan as a custodian.
James Reilly Skills
Project Management
Project Planning
Product Management
Product Development
Management
Business Strategy
Editing
Photography
Series 7
Leadership
Sales
Microsoft Excel
Time Management
Fixed Income
Investments
Bonds
Customer Service
Photojournalism
Series 63
Interviews
Bloomberg Terminal
Series 52
Middle Office
Back Office
Netx360
Finra
Msrb
Cost Reduction Management
Sales Operations
Compliance
Employee Training
Microsoft Word
Outlook Express
Image Editing
Digital Photography
Strategic Planning
James Reilly Education Details
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Marist CollegeCommunications: Radio / Tv / Film -
Le Moyne CollegeGeneral
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Don Bosco Prep
Frequently Asked Questions about James Reilly
What company does James Reilly work for?
James Reilly works for Prudential Financial
What is James Reilly's role at the current company?
James Reilly's current role is Director of Annuity Product Development.
What is James Reilly's email address?
James Reilly's email address is ja****@****ist.edu
What schools did James Reilly attend?
James Reilly attended Marist College, Le Moyne College, Don Bosco Prep.
What are some of James Reilly's interests?
James Reilly has interest in Children, Economic Empowerment, Rock Climbing, Soccer, Family History, Home Improvement Projects, Civil Rights And Social Action, Politics, Cycling, Education.
What skills is James Reilly known for?
James Reilly has skills like Project Management, Project Planning, Product Management, Product Development, Management, Business Strategy, Editing, Photography, Series 7, Leadership, Sales, Microsoft Excel.
Who are James Reilly's colleagues?
James Reilly's colleagues are Brad Fuller, Julia Roca, Miracle Burgess, Monica Drenner, Jenny Tola, Jerome Butkus, Cheryl Thompson.
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