John Garrity Email & Phone Number

New York City Metropolitan Area

New York, New York, United States

As the Firm’s first Head of Sales and Chief Marketing Officer, I conceptualized and implemented the sales and marketing strategies and hired, trained, and managed up to 200 sales professionals. I continuously and comprehensively reviewed and fine-tuned a revenue growth plan for the Wealth Management Division. I maintained accountability for year-over-year revenue gains through sales initiatives and saw the business through substantial growth—ultimately producing tens of millions of dollars in yearly revenue. My sales analysis included the daily review of revenue, commissions, fees, operational, and regulatory reports. Recruiting, interviewing, and acting as the decision-maker in the hiring of approximately 150 salespeople was another component of my position. I crafted employment terms—incentive bonuses, sign-on bonuses, payout percentages, and equity stakes in the business. It is my belief that salespeople become great when they are trained for excellence. With that in mind, I built a robust training program encompassing product information, salesmanship skills, operational procedures, technology, and regulatory knowledge.I also evaluated the performance of all advisors with particular attention to underperformers, and I coached a subset who benefited from support. Furthermore, I investigated complaints against salespeople and took necessary action. Though unpleasant, I also terminated consistent underperformers. On the administrative side, I negotiated the contract and initiated the onboarding of Salesforce for client relationship management, this included overseeing internal beta testing and spearheaded customization with the vendor.

New York, New York, United States

As Chief Marketing Officer (CMO), I championed innovative marketing initiatives, continuously updated to reflect new products/services. These ideas were borne from my work on the Executive Committee and in collaboration with the COO and CCO. I integrated the marketing needs of all lines of business and departments into a cohesive message for internal and external audiences, which included creating consistent branding across the website as well as public relations and conference messaging. Additionally, I served as the Firm’s spokesperson hundreds of times for media relations and industry speaking engagements (conferences and roundtables). I interacted with reporters and answered media inquiries while forging relationships with cable news outlets to secure interviews. Furthermore, I wrote many press releases each year. They were disseminated over GlobeNewswire, posted on the website, and sent to all clients.

New York, New York, United States

As the company’s first U.S. Director of Sales, and reporting to the CEO, I conceptualized and executed the sales strategy for this international specialist bank (HQ in the UK and South Africa). With a salesforce derived from four acquired/consolidated companies, I standardized the culture to ensure consistent approaches to the sales process. The CEO and I formulated and rolled out the U.S. compensation structure, inclusive of determining sign-on bonuses and other perks. I successfully hired exceptional talent. I am proud of having originated and launched a comprehensive sales training program for the initial and subsequent groups of salespeople, approximately 150 in total. This training focused on the Firm’s vast product and service offerings and operational nuances. Sales analysis is always important. In that regard, I reviewed daily sales reports to assess the productivity of each advisor. I personally communicated with clients whose accounts were tenuous due to significant competitive challenges. I confidently and adequately addressed concerns to retain this business. Looking forward, I recommended and introduced an expanded product line to include higher profit-margin business.