Jeffrey E Place

Jeffrey E Place Email and Phone Number

Independent Trustee for LoCorr Funds @ LoCorr Funds
excelsior, minnesota, united states
Jeffrey E Place's Location
Johns Island, South Carolina, United States, United States
Jeffrey E Place's Contact Details

Jeffrey E Place work email

Jeffrey E Place personal email

n/a

Jeffrey E Place phone numbers

About Jeffrey E Place

Contact Information: (843) 469-8337 • jplace1@mac.comManaging Director in the investment management industry with 30+ years of building, developing and managing distribution teams. Adept at asset raising at top firms focusing on Mutual Funds, SMA’s and Variable Annuities. 30+ years’ experience growing relationships and calling on Wirehouses, Independents and Banks. Team design focused on performance metrics, strategic planning, value-add services, product branding and quality control. A highly skilled presenter leading firm trainings, and advisor and client-based presentations on strategies and solutions. Ability to build and maintain long lasting and trusted relationships with Senior Leaders. Passion for coaching and mentoring.

Jeffrey E Place's Current Company Details
LoCorr Funds

Locorr Funds

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Independent Trustee for LoCorr Funds
excelsior, minnesota, united states
Website:
locorrfunds.com
Employees:
31
Jeffrey E Place Work Experience Details
  • Bespoke Distribution Solutions
    Founder
    Bespoke Distribution Solutions Jan 2023 - Present
  • Locorr Funds
    Independent Trustee
    Locorr Funds Jan 2023 - Present
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  • Bespoke Distribution Solutions Llc
    Founder/Ceo
    Bespoke Distribution Solutions Llc Apr 2017 - Jan 2023
    Charleston, South Carolina, United States
    Helping Financial Services Companies enhance their distribution efforts in:- Wholesaling, Relationship Management, Offshore and Keynote Presentations.
  • Universal Access Bonds
    Managing Director - Head Of Us Distribution
    Universal Access Bonds Sep 2017 - Jun 2020
    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.
  • - Senior Vice President , Head Of Sales
    Ivy Investments
    - Senior Vice President , Head Of Sales Jan 2008 - Oct 2016
    - 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
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  • - Managing Director - Western U.S . Sales Manager
    Alliancebernstein Investments
    - Managing Director - Western U.S . Sales Manager Dec 2006 - Dec 2007
    - 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
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  • - Senior Vice President - Head Of Sales
    Wm Funds Distibutor Inc
    - Senior Vice President - Head Of Sales Jul 2002 - Nov 2006
    - 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
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  • - Managing Director, Wealth Strategies Group
    Liberty Funds Distributors
    - Managing Director, Wealth Strategies Group Oct 1998 - Dec 2001
    - 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
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  • - Senior Vice President- Divsional Sales Manager
    Putnam Investments
    - Senior Vice President- Divsional Sales Manager Feb 1991 - Jul 1996
    - Directed 15 external wholesalers for all channels
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Jeffrey E Place Education Details

Frequently Asked Questions about Jeffrey E Place

What company does Jeffrey E Place work for?

Jeffrey E Place works for Locorr Funds

What is Jeffrey E Place's role at the current company?

Jeffrey E Place's current role is Independent Trustee for LoCorr Funds.

What is Jeffrey E Place's email address?

Jeffrey E Place's email address is jp****@****nds.com

What is Jeffrey E Place's direct phone number?

Jeffrey E Place's direct phone number is +184738*****

What schools did Jeffrey E Place attend?

Jeffrey E Place attended University Of Nebraska-Lincoln.

Who are Jeffrey E Place's colleagues?

Jeffrey E Place's colleagues are Curt Lachappelle, Cfa, Darren Griffiths, Jennifer Anderson, Troy Thompson, Cima, Caia, Jacqualine Boie, Carissa Kemnitz, Danny Eckerline.

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