Seasoned financial executive and proven closer who demonstrates the ability to market multiple products over various industries, establish, maintain and build client relationships, and significantly increase company revenues over time.Spent last nineteen years in the investment management business, most recently as SVP of AR Schmeidler, an all cap core manager founded in 1971 and owned by Hudson Valley Bank. Prior to that, was Director of Sales and Marketing at Barrett Associates, a 73 year old wealth management firm, based in New York City, and owned by Legg Mason. The parent is one of the ten largest asset managers in the world, with assets under management of $703B (as of 09/30/09).Prior to joining Barrett Associates, was one of four founding partners of Elessar Investment Management, a start up, boutique, small cap value manager, based in Cleveland,Ohio. In January 2008, the firm sold a minority interest to Northern Lights Ventures.Initial foray into financial services was with New York City based Spears, Benzak, Salomon & Farrell (SBSF) in 1994. This large cap value firm managed $4.5B and was eventually purchased by Cleveland based Key Bank in late 1995. At the time, the bank had approximately $60B in assets. SBSF was closed in 2005 due to contractural disputes.Previously served in key leadership roles at the sales motivation firm, Maritz Inc.,the corporate real estate services firm, LaSalle Partners (now Jones, Lang, LaSalle) and thirteen years in various management capacities at CBS-TV.Specialties: Sales and business development, calling on C-level clients, consultative selling, expansion/turnaround strategies, revenue/profit growth, team development, competitive maneuvering and start-up operations
Listed skills include Marketing Strategy, Start Ups, Selling, Sales, and 14 others.
