Kenneth Thelen, Cfa

Kenneth Thelen, Cfa Email and Phone Number

Experienced Investment Management Sales and Marketing Professional | Collaborative Project Manager | Driving Positive Client Service Experience in Support of Client Investment Objectives @
Kenneth Thelen, Cfa's Location
Boston, Massachusetts, United States, United States
About Kenneth Thelen, Cfa

I’m an experienced Sales and Marketing professional focused on business development and relationship management for Institutional Asset Management with a specific focus on US Public Pension Funds. I have a proven track record of managing the new business process from prospecting and proposals to finalist presentations and contract execution. I have excellent coaching and team building skills and am adept at working with cross-functional teams to manage all aspects of the sales and relationship management process while under strict deadlines. I strive under pressure and am enriched by the opportunity to partner with clients to help achieve their investment goals and objectives.Core Competencies:PROJECT MANAGEMENT: Managed business aspects of on average six to ten investment Request for Proposals (RFPs) every three to four weeks.MULTI-TASKING: Perform multiple concurrent work-streams on each project, partnering with various internal support teams (RFP Team, Legal, Trading, etc.) to ensure all aspects of a search are identified, resources and any areas of firm-wide risk are evaluated.PROBLEM SOLVING: Analytical in nature and seek to craft solutions to challenges of varying degrees though analysis of risk/reward options while accounting for any time-constraints. BUILDING RELATIONSHIPS: Working closely with many different functional teams has afforded me the ability to work with many different personalities and establish genuine relationships that create a more productive relationship. Additionally, I enjoy the coaching/mentoring aspects of relationship building and the positive effects of the effort.Seeking sales and relationship management roles within institutional investment management (Boston Metro Region). Contact me at thelenkj@yahoo.com

Kenneth Thelen, Cfa's Current Company Details
Seeking new opportunities in investment management

Seeking New Opportunities In Investment Management

Experienced Investment Management Sales and Marketing Professional | Collaborative Project Manager | Driving Positive Client Service Experience in Support of Client Investment Objectives
Kenneth Thelen, Cfa Work Experience Details
  • Seeking New Opportunities In Investment Management
    Targeting Sales And Relationship Management Role
    Seeking New Opportunities In Investment Management Jun 2023 - Present
  • Wellington Management Company Llp
    Assistant Vice President
    Wellington Management Company Llp Oct 2010 - Jun 2023
    Boston, Massachusetts, United States
    Institutional Sales and Relationship Management professional, responsible for project managing new business process for U.S. Public Fund channel managing investment proposals for Equity, Fixed Income, Asset Allocation and Alternative investment mandates, concurrently providing client service and reporting for institutional client relationships.
  • Mercer Human Resource Consulting
    Business Strategist (Contractor)
    Mercer Human Resource Consulting Oct 2009 - Feb 2010
    Managed internal sales process for Great Lakes and Mid-West Regions for Benefits Outsourcing, partnering with the Region Sales Executive in each territory to achieve region sales target.
  • Mercer
    Business Strategist (Contractor)
    Mercer Jul 2008 - Jun 2009
    Managed internal sales support for West and Mid-West Regions for Benefits Outsourcing, partnering with the Region Sales Executive in each territory to achieve region sales target.
  • Bny Mellon Asset Management
    Sr. Marketing Specialist
    Bny Mellon Asset Management Feb 2006 - Jan 2008
    Managed marketing and sales activities for an over $5 billion AUM Institutional Mutual Fund complex; including direct sales opportunities, distribution and sub-transfer agency agreements, and Investment Consultant & Financial Intermediary Due Diligence Survey requests.
  • Technology Business Research
    Business Analyst
    Technology Business Research Oct 2005 - Jan 2006
    Performed profit-pool study on Information Technology (IT)Service companies for Dow Jones Industrial Average Component Company. Researched single-service and multi-segment IT service vendors utilizing Compustat, SEC filings, and company interviews; determining revenues and operating profits attributable to each service segment participated.
  • Manulife Financial
    Mba Associate
    Manulife Financial Jun 2004 - Mar 2005
    Performed profit study on the Variable Annuity Broker/Dealer distribution channel utilizing actuarial software and excel models to determine major profit drivers and provided business recommendations for increased channel profitability based on results.
  • State Street Bank
    Sales Communications Specialist
    State Street Bank Oct 2000 - Jan 2003
    Coordinated all aspects of sales support for two Senior Vice Presidents of Sales, including proposal writing, divisional new business risk reports, and compliance approvals.
  • State Street
    Corporate Trust Admin Ii
    State Street 1998 - 2001

Kenneth Thelen, Cfa Education Details

Frequently Asked Questions about Kenneth Thelen, Cfa

What company does Kenneth Thelen, Cfa work for?

Kenneth Thelen, Cfa works for Seeking New Opportunities In Investment Management

What is Kenneth Thelen, Cfa's role at the current company?

Kenneth Thelen, Cfa's current role is Experienced Investment Management Sales and Marketing Professional | Collaborative Project Manager | Driving Positive Client Service Experience in Support of Client Investment Objectives.

What schools did Kenneth Thelen, Cfa attend?

Kenneth Thelen, Cfa attended Florida State University, D'amore-Mckim School Of Business At Northeastern University.

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