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Experienced institutional equity sales/ relationship manager with a demonstrated record of revenue growth. Accomplished in developing, managing, and maintaining institutional equity client relationships . Interests include equity capital markets, institutional asset management sales and marketing, and client service. Proficient in Bloomberg, Reuters, Salesforce, and Microsoft Office applications. • Identify and obtain an understanding of each client's investment philosophy • Research and distribute insight and advice on individual stocks• Present and connect C-level executives to institutional asset management clients• Arrange, schedule, and travel with C-level management of coverage companies for meetings • Provide value-added services through access to the firm's analytical talent and financial models• Market IPOs, secondary offerings, and other investment banking mandates
Barrington Research Associates
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Director, Institutional Equity SalesBarrington Research Associates Jan 2010 - PresentBarrington Research Associates, provides research, brokerage, asset management and investment banking services to institutional, corporate, and individual clients. The company offers merger and acquisition, divesture, private placement, public offering, valuation, fairness opinions, restructuring, research, private client services, and equity trading services.Cover institutional asset and wealth management firms in the following states: CA, IL, MN, KS, MO, MD, PA, VA, and NC.Have sales hunter responsibilities. This entails business development, relationship management, sales, and marketing of Barrington's equity research and suite of analytical services. Pitch stock ideas and investment banking mandates to mutual fund, pension fund, and hedge fund analysts and portfolio managers. Establish, develop, and connect fund manager clients with C-suite management teams of publicly traded coverage companies. Introduced and established business relationships with large and middle market investment management firms in my territory coverage producing over $4.5m in annual revenue.Scheduled and managed over 50 investor client engagements annually consisting of non-deal roadshows, IPO and secondary offerings, investment conferences, and company management field trip offerings. Asset management marketing and business development- Establish and build key relationships with foundations, endowments, family offices, and consultants for the Barrington Opportunity Fund.
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Senior Solutions Architect/ Vp Business DevelopmentInteleron Consulting Group Aug 2008 - Dec 2009Chicago, Il, UsInteleron Consulting offers high experienced financial systems consultants skilled in analysis, design, and implementation of complex business performance management applications.Established and maintained the relationship for Inteleron within the Oracle Partner Network. Had Administrator responsibilities which included consultant education and certification, networking, and business development.Managed business relationships with Oracle Enterprise Performance Management application sales executives.Established new partner relationships with other Enterprise Performance Management consulting practices.Was responsible for marketing strategy, brand and logo development, and web site re-design. -
Vp, Institutional Equity SalesJp Morgan Jan 2002 - Jan 2008New York, Ny, UsJP Morgan is a global leader, we deliver strategic advice and solutions, including capital raising, risk management, and trade finance to corporations, institutions and governments.Established and maintained institutional relationships across a broad range of clients by understanding and responding to each specific need. Strong knowledge of clients' investment process and philosophy.Generated $13.3 mm in revenue annually proactively managing daily activities of my account base.Increased net revenue 19.6% in 2007 over 2006 and 6% versus 2007 sales plan. Success was achieved by providing a breadth of equity research ideas and platform capabilities to institutional clients.Produced $1.5mm in equity capital markets business in 2007. Sold investment banking equity mandates. -
Associate, Institutional Equity SalesJp Morgan Oct 2000 - Jan 2002New York, Ny, UsJP Morgan is a global leader, we deliver strategic advice and solutions, including capital raising, risk management, and trade finance to corporations, institutions and governments.Significantly contributed in improving the firm's voting rank from 10 to 3 at several mid market accounts.Provided high level support including analyst marketing activities, client relationship development, and organizing client schedules for conference events.Researched, collected, and maintained account data for administrative reports. -
Senior Account ExecutiveUnited Parcel Service Jan 1994 - Jan 2000Atlanta, Ga, UsUnited Parcel Service is an American multinational package delivery and supply chain management company.Managed the sales process of a large account base that generated $4.4mm in annual revenue.Implemented sales and service strategies in developing market share in the legal and financial industries.Prepared and delivered presentations to all levels within customers' organizations.Increased new business 10% through negotiation and implementation of the UPS Association Program.
Jim Fitzgerald Skills
Jim Fitzgerald Education Details
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Lewis UniversityBusiness Administration; Finance And Marketing -
University Of St. FrancisJournalism/Communications; Advertising/Public Relations
Frequently Asked Questions about Jim Fitzgerald
What company does Jim Fitzgerald work for?
Jim Fitzgerald works for Barrington Research Associates
What is Jim Fitzgerald's role at the current company?
Jim Fitzgerald's current role is Director, Institutional Equity Sales | Relationship Manager | Advisor | Equity Capital Markets | Equity Research | Investments.
What is Jim Fitzgerald's email address?
Jim Fitzgerald's email address is ji****@****ail.com
What is Jim Fitzgerald's direct phone number?
Jim Fitzgerald's direct phone number is +131263*****
What schools did Jim Fitzgerald attend?
Jim Fitzgerald attended Lewis University, University Of St. Francis.
What are some of Jim Fitzgerald's interests?
Jim Fitzgerald has interest in Children.
What skills is Jim Fitzgerald known for?
Jim Fitzgerald has skills like Equities, Investments, Equity Research, Asset Management, Hedge Funds, Capital Markets, Equity Capital Markets, Portfolio Management, Finance, Investment Banking, Mutual Funds, Business Development.
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