Joe Hogan Email & Phone Number

Kansas City, Mo, Us

Kansas City, Missouri Area

• I called on professional buyers from large public and private retirement plans along with endowments and foundations to sell Separate Accounts, Collective Investment Trusts, Sub-Advised relationships and mutual funds.• I discovered new sales opportunities for the Global Institutional Direct Sales team by proactively calling prospective clients to qualify new and existing leads• I proactively developed and executed specific sales campaigns to prospect and cross sell professional buyers across the entire United States• I developed a working knowledge of the Operations, Compliance, Analytics, Product Management and Portfolio Management teams to enhance the sales process with my existing prospective clients• I participated on numerous projects to enhance the sales process for Institutional. Currently working on CRM enhancements for multiple channels of American Century Investments, thematic discovery from sales wins and unification of a sales pitch for multiple channels of American Century • I traveled extensively in each Institutional and Intermediary territory with and without my wholesaling partner. Each trip allowed an opportunity to give presentations in small and large group settings• I successfully worked with the custodian for a $700M+ pension plan to deliver an industry and strategy overview for the plan participants• I worked with existing clients of American Century Investments Global Institutional team to uncover cross sell opportunities. Worked on a cross sell to expand a current relationship by 63%

I called on independent financial advisors in Texas and Louisiana.

I worked with small business owners to help manage their retirement plans, focusing on SEP IRAs, SIMPLE IRAs, SARSEP IRAs, and Single Participant 401k plans.

I worked with individual clients of American Century Investments to find a mutual fund that fit their investing needs and goals.

Master Of Arts (Ma), Political Science And Government

Bachelor'S Of Science, Political Science And Government

Activities and Societies: Pi Sigma Alpha - National Political Science Honors SocietyDouble Major BS - Political Science BS - Geography