Mark Baltimore Email & Phone Number

Columbus, Ohio Area

Global Rhino is a boutique firm focused on Management Consulting Services designed to bridge the gap between managing money and managing the business of asset management.

Milwaukee, WI

United States

With 29 years of experience in the global distribution of packaged investment solutions, Global Sight, LLC provides investment advisors with:- Uniquely customizable business and distribution solution(s) based on the advisor’s specific business opportunities and goals- Leveraging a consultative process that makes clear what distribution involves and where.

Cincinnati Area, KY

CCO Tech is a startup company that provides automated, comprehensive, and cost-effective compliance tools for small and middle-sized investment advisers. Leveraging a web-based platform, CCO Tech automates repetitive processes and data gathering, centralizes the storage of information, and simplifies the completion of standard forms. Each feature is.

Columbus, Ohio

Strategic business development focused on the creation and implementation of bespoke business & sales strategy plans, with execution focused on helping asset managers tackle the retail, high-net worth, and institutional opportunities within the global financial services marketplace.

Boston, MA

Hired as the dedicated leader for the sales and business development efforts across Schwab’s non-US network in Hong Kong, United Kingdom, Latin America, Australia, and Singapore. Led a sales team of 39 people that were responsible for international retail sales of $3.8B and finished 2014 with $20B in AUM and $75M in revenue while partnering with senior.

Recruited to build out the distribution efforts of the global mutual fund business that had been launched in late 2011 with a focused effort on establishing the Brookfield mutual fund brand within the U.S., Canadian, and Latin American markets; including the Retail, Registered Investment Advisor and High-net Worth market segments in the U.S. Created and.

Managed and led all aspects of NYL/Mainstay's six person High-net Worth sales team that was responsible for the distribution of all investment, insurance, and alternative investment capabilities within the RIA, Private Bank, and Bank Trust channels. Designed a business plan for international distribution of investment capabilities (UCITS) that would.

Built a Destra product presence within the intermediary market place in the United States based on deep experience building and managing business development teams across the broader global market. Established and led the effort to build a relationship management team to establish Destra as a key manufacturer and distributor of unique investment vehicles.

Responsible for and led all aspects of the nine member Strategic Relationship Management (SRM) Team that was charged with managing the relationships of Janus’ most important clients while expanding and deepening the relationship across business lines and borders. Established a collaborative relationship between SRM team and Global Consulting Services.

New York City

Recruited to manage and globally integrate the relationships of several of AllianceBernstein’s large global clients, including HSBC, BNP Paribas, Wachovia/Prudential, Charles Schwab, ABN AMRO, and the Latin American Pension firms of Chile and Peru. Appointed as the relationship liaison between AllianceBernstein’s domestic Business Development team and.

Boston, MA

Established a new relationship management role for the offshore funds business at Putnam, including the NRC market and Latin America while continuing as business head for both the Canadian Retail and Latin American pension businesses. Partnered with COO of International Business Unit to build a strong sales force, while leveraging the existing home office.