Jeffrey Margolis Email and Phone Number
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- Senior asset management executive with unique combination of operational and consulting/advisory experience who brings an "enterprise view" to his outlook. Extensive strategic distribution and operational experience in the asset management industry: developing and managing sales, client service and business development areas, along with marketing and expansion strategies.- Experienced at building out optimal mutual fund products and developing branding and marketing programs. Successfully created and launched dedicated fund series for diverse products and focused markets.- Trusted Board member of, and expert advisor to, startup and small companies.- Currently operate my own consulting firm providing strategic advice to asset managers.- Executive leader at TIAA-CREF and Morgan Stanley responsible for developing and aligning distribution, client service, and business development teams with strategic marketing and expansion programs.
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Founder And PresidentMargolis Advisory Group 2008 - PresentGreater New York City Area- Provide strategic advice to asset managers, emphasizing practical solutions. Services include advice on market expansion, sales effectiveness, product strategy, client retention, strategy implementation and custom assignments, targeted at clients of all sizes across the product and distribution spectrum.
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Senior AdvisorCharles Towne Holdings, Llc 2019 - PresentCharleston, South Carolina Area- Advise asset management firms within the financial services practice of this globally focused capital markets, investment banking, and financial advisory services firm.
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PartnerKatalyst Partners 2014 - PresentGreater Boston Area- Identify and partner with start-up asset managers to create thriving businesses.- Provide expert advice on distribution and product design.
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Senior AdvisorKnow Your Audience 2016 - 2017Greater New York City Area- Advise disruptive start-up technology - based firm providing analytical data to online publishers concerning their readership's content interests.- Recommend approaches to business planning, marketing and pricing as well as capital raising.
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Advisory Board DirectorFintech Company 2013 - 2017Boca Raton, Fl- Provide guidance to technology company disrupting data-related aspects of the asset management industry.- Participate actively in long-term strategy planning, including company expansion.
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Senior Managing Director - Head Of Business DevelopmentTiaa-Cref Asset Management 2004 - 2008Greater New York City Area- Managed sales and client service for $400BN asset manager with broad channel and product responsibilities.- Launched new institutional business development effort and expanded it to eight professionals.- Expanded and supervised team of twelve wholesalers marketing to RIAs, IBDs, banks and trusts. -
Managing Director - Head Of Sales And Marketing - Various ChannelsMorgan Stanley Asset Management 1994 - 2003Greater New York City Area- As Global Head of the Institutional Business, managed a team of over 100 professionals with responsibility for over $100BN in client assets. Maintained broad and diverse client and consultant relationship responsibilities.- Previously led intermediary business, built insurance asset management business. Managed sales, marketing and product management.- Orchestrated operational merger of Van Kampen and Morgan Stanley intermediary distribution businesses, designing optimal product, branding and business development strategies that resulted in a $25BN business. -
Chief Operating OfficerContinental Asset Management 1983 - 1994Greater New York City Area- Led a group of industry experts, designed investment policy and strategy for all clients.- Assumed leadership of business development when Continental began managing money for other insurance companies; responsible for strategic growth, developing an enterprise view. Grew client assets from $1BN to $5BN.
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AccountantArthur Young & Company 1980 - 1983Greater New York City Area- Audit and Tax Accounting.- Personal research assistant to Tax Managing Partner.
Jeffrey Margolis Skills
Jeffrey Margolis Education Details
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Finance/Accounting -
Economics
Frequently Asked Questions about Jeffrey Margolis
What company does Jeffrey Margolis work for?
Jeffrey Margolis works for Charles Towne Holdings, Llc
What is Jeffrey Margolis's role at the current company?
Jeffrey Margolis's current role is Margolis Advisory Group, Inc..
What is Jeffrey Margolis's email address?
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What is Jeffrey Margolis's direct phone number?
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What schools did Jeffrey Margolis attend?
Jeffrey Margolis attended Cornell Johnson Graduate School Of Management, Cornell University.
What are some of Jeffrey Margolis's interests?
Jeffrey Margolis has interest in Children, Investing, Traveling, Economic Empowerment, Education, Reading, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Golf.
What skills is Jeffrey Margolis known for?
Jeffrey Margolis has skills like Investment Management, Asset Management, Investments, Asset Allocation, Alternative Investments, Asset Managment, Strategy, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Financial Services.
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