Mark Frey Email & Phone Number

New York City Metropolitan Area

—Provide investment education to the participants of Fidelity’s Plan Sponsors, delivering both general and targeted workshops, along with some custom one-on-one consultations. —Strive to ensure that participants are prepared to make better decisions regarding their financial retirement readiness. —Provide onsite education and support for workplace participants.—Build awareness around retirement readiness and influence customers to take action to improve their personal retirement situation. —Drive value by growing cash flow through increasing deferrals, and driving crossover customers that builds Personal & Workplace Investment flows.

Expanded role to include discussions, positioning and trading of fixed income products.

New Jersey, United States

—Provide investment direction using guidance tools to match needs with suitable guidance solutions such as products, research or services.—Develop and position mutual funds, fixed income products and discretionary money management services.—Host conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of financial products in the investment/consumer financial industry.

New York City Metropolitan Area

Client facing professional assisting clients with financial transactions and inquiries related to retirement and benefit plans.

Holmdel, Nj

Quota carrying role. Researched and identified sales development potential at targeted prospects, uncovered business initiatives and pain points, identified talent acquisition technology, analyzed opportunities and encouraged product adoption. Discovered and created sales opportunities (9-12-month timeline) and drove prospect engagements leading to closed sales.Secured new sales opportunities for pipeline with major logos .

Brick, New Jersey

Consulted with business owners, presented advisory services and conducted assessments with the goal of helping increase client revenues, develop objectives, learn to set metrics and achieve goals resulting in business growth.

Greater New York City Area

Sales: Contributed directly over $3.15M in recurring revenue to NYSE bottom line Researched, built relationships with and persuaded C-level executives to transfer from competing exchanges to the NYSE.  Managed full-life sales cycle including prospecting, consultation, negotiation, benefits, qualification, presentations, regulatory compliance review and corporate governance.Account growth: Managed and increased ~$28.3M recurring revenue stream by 11% over 6 years by increasing client engagement and improving client relationships. Expanded the client roster. by winning additional securities listings of corporate spin-offs.Client retention: Managed client relationships and conducted annual business reviews to monitor client satisfaction. Strategically managed and nurtured C-level relationships and utilized conflict resolution skills to strengthen and improve client relationships and retain accounts. Achieved consistent +95% renewal rate in a highly competitive, price-sensitive environment.

New York, New York, United States

Supported New York region Director in managing and strengthening client relationships. This included managing timely alert communications, acting as point of contact for listed companies, managing events and researching client inquiries about trading, market activity and NYSE policies.

Bachelor Of Arts - Ba

Master Of Business Administration (Mba)