Mark Boothe Email & Phone Number

US

TeamLogic IT Dallas provides businesses with secure, stable and flexible IT environments while helping them maximize their technology ROI. Since 2005, the TeamLogic IT network has grown to over 250 locations throughout the country and manages tens of thousands of servers and workstations that rely on our Managed IT services. We use a proven process.

Centennial, Colorado, US

I work in Business Development for E*TRADE Advisor Services where we provide RIAs with custody and fintech solutions to help them grow, increase client retention, and build a scalable business model by leveraging our proprietary technology and 3rd party integration solutions. I am a native of Dallas, Texas that graduated from Texas A&M in 1996 with a.

Greenwich, Connecticut, US

Custody, clearing, and trade execution services for RIAs, Hedge Funds, Money Managers, Introducing Brokers and Prop Trading groups.

• New business development team leader for revamped institutional sales unit. Responsibilities include selling custodial platform and services to Registered Investment Advisors (RIAs) and breakaway brokers looking to.
• Achieved President’s Club for outstanding sales performance in fiscal year 2016 and set sales record by bringing in more than 6% of all Net New Assets across entire organization.
• Top sales producer by Net New Assets in fiscal years 2014 and 2016.
• 80% of my Net New Assets were new firms secured outside of current key accounts.
• Delivered Top 5 largest bulk transition clients to Scottrade transition team.
• Developed lead generation and channel partner programs to drive new business for this young business unit.

Jersey City, New Jersey, US

• Senior Solutions Consultant for the Midwest team, which averages over $2 billion per year in net new assets, in selling custodial services to SEC Registered Investment Advisors with over $50 million in assets under.
• Achieved President’s Club award for outstanding performance in 2011 and 2013.
• Surpassed all net new asset goals and activity metrics each fiscal year.
• Lead more than 25 presentations at regional and national conferences, receiving high satisfaction scores from client attendees.
• Increased TDA’s position as a valued business partner through delivering scalable practice management solutions to advisors while helping them achieve their business vision.
• Team expert on leveraging TDA’s complex options and portfolio rebalancing trading platform.

Charlotte, NC, US

• Provided electronic trading services to hedge funds and mutual funds in the Southwest United States, positioning company as a strategic business partner to both prime and non-prime brokerage clients. Managed client.
• Built a book of business generating over $7 million per year in trading revenue.
• Exceeded all sales and revenue goals each year.
• Primary seller and trainer of the proprietary rebalancing software system for hedge funds.
• Advised firms on implementing equity trading algorithms including volume-weighted average price, time-weighted average price, target percentage of volume, PAIR equity algorithms, and adaptive algorithms for less liquid.
• Collaborated with investment banking and research departments to cross-sell electronic trading platform.

US

• Proprietary trader of NASDAQ 100 securities. Screened markets to identify securities with favorable risk/reward characteristics, timed entry and exit points on trades, and managed firm risk capital:
• Only three losing days in over three years.
• Firm’s primary trader of IPOs and special situations.

Sold asset allocation strategies to prospective retail clients. Advised clients on equity and fixed income strategies to implement based upon client objectives.