Jeffrey E Place Email & Phone Number

Charleston, South Carolina, United States

Helping Financial Services Companies enhance their distribution efforts in:- Wholesaling, Relationship Management, Offshore and Keynote Presentations.

The Universal Access Bond is designed to provide expats, including Americans living outside of the U.S., the ability to cost effectively, efficiently and compliantly expand the investment options for their overseas domiciled assets. The UAB™ provides individual investors with exposure to UCITS and/or Alternative Investment Funds, something that has not been possible before. • Provides access to investments which provide an actively managed investment portfolio• Allows investors to remain tax compliant in an efficient manner• Embraces and complies with the relevant tax laws and/or legal legislation and regulation For Investment Managers, by attaching the UAB™ to your UCITS Fund, you can reach this underserved expat market segment and broaden your distribution potential. For Wealth Advisors, you can now serve the expat market segment and provide an investment solution that addresses the international tax reporting requirements. Gentium Global B.V., the arranger of the UAB™, providing world-class capabilities, expertise and resources to meet the unique needs of investors where ever they are in the world. Gentium was founded with a mission to ensure that all expats and U.S. connected persons have access to affordable investment opportunities.

- Lead, Coached and Directed a distribution team with 60± Sales Representatives- Worked with partners to spearhead campaigns to promote funds to their advisor network- Market penetration strategies included: leveraging of existing relationships, social media- Positioned sales team as solutions and consultative sellers- Built strategic alliances with clients focusing on the top 25 firms- Oversight of annual and mid-year sales meetings- Personally added over $155B in new sales from 2010 through 2016- Expanded our network to 18 wholesalers- Built a highly qualified and motivated sales team with a high rate of individual goal attainment- Worked with National Accounts to enhance relationships with firms, sub-advisors and VA partners

- Directed a team of 12 Regional Managers, 1 Regional SMA Director- Worked with CRMs to increase market-share by partnering with Western Division COIs- Assisted the efforts of both the Retirement and Sub-Advisory Wholesalers- Aligned strategic plans among all business development stakeholders with major COIs partners - Increased annual sales from $3.75B to $4.5B- Successfully launched the Client Acquisitions Program in the Western US for AB

- Directed 4 Managers, 1 Desk Manager, 44 external wholesalers and 50 internals for all channels - Oversaw Key Accounts group including: 7 Key Account Managers and 7 Event Coordinators- Targeted multiple channels to create a sales mix of 80% National and 20% Bank Channel- Built strategic partnerships with channel members through the growth of value-added services- Dramatically increased staff including Managers, Wholesale Team and Key Account Group- Expanded channel of distribution into wirehouses and regional firms- Grew retail mutual fund assets from $7.5B to $20B

- Spearheaded the start-up of Wealth Strategies Consulting Group (WSCG) - Staff recruitment, market penetration, wealth management symposiums and product branding- Built new division around tax sensitive products- Achieved Tier I status with Bank of America and increased tax managed fund sales by 150%- Recognized by key firms as an industry leader- Grew annual sales from start-up to $2B

- Directed 15 external wholesalers for all channels