Mark Rossi

Mark Rossi Email and Phone Number

Expertise: VP of Sales for Concurrent Investment Advisors. Practice management advisor to Wealth Managers, Family Office, Broker/Dealer and Asset Managers. @ Concurrent
Mark Rossi's Location
San Francisco Bay Area, United States, United States
Mark Rossi's Contact Details
About Mark Rossi

My professional journey is dedicated to empowering Wealth Managers to thrive, offering solutions that streamline their processes and drive tangible results.Key facets of my expertise:Portfolio Managment Reporting & Trading: I possess expert knowledge in portfolio accounting and trading technology, seamlessly integrating asset allocation strategies to optimize performance.Bank Custody Services: I excel in selling and implementing bank custody services tailored to the unique needs of Wealth Managers, ensuring seamless integration and operational efficiency.Investment Disciplines: With a concrete understanding of investment disciplines and strategies, particularly within the realms of 1940 Act funds and Alternative Investments, I can help navigate complexities to deliver tailored solutions that align with client objectives.Industry Network: My extensive industry network comprises cohorts and centers of influence, fostering collaborative opportunities and insightful partnerships that drive mutual growth and success.Certifications: Holding Series 7 & 66 certifications, I demonstrate a commitment to professional excellence and regulatory compliance, bolstering trust and credibility in every interaction.Signature Strengths:Account Management: Proficient in nurturing client relationships and driving account growth through personalized solutions and attentive service.Relationship Management: Skilled in cultivating lasting relationships built on trust, transparency, and mutual respect.Customer Needs Assessment: Adept at understanding client needs and tailoring solutions to address specific pain points, ensuring maximum satisfaction and value.New Product Launch: Experienced in launching new products and services, from conceptualization to execution, driving market adoption and revenue growth.Customer Retention: Focused on fostering long-term client loyalty through proactive engagement and continuous value delivery.Client Training: Committed to empowering clients with the knowledge and skills they need to leverage our solutions effectively, fostering self-sufficiency and confidence.Cross-Functional Collaboration: Exceptional at collaborating across functions and teams to drive cohesive strategies and deliver holistic solutions that exceed expectations.Let's connect and explore opportunities to collaborate and drive operational success in the dynamic world of RIA and Wealth Management.

Mark Rossi's Current Company Details
Concurrent

Concurrent

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Expertise: VP of Sales for Concurrent Investment Advisors. Practice management advisor to Wealth Managers, Family Office, Broker/Dealer and Asset Managers.
Mark Rossi Work Experience Details
  • Concurrent
    Svp Of Business Development
    Concurrent Jul 2024 - Present
    Tampa, Florida, Us
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  • Bny Mellon | Pershing
    Senior Vice President Business Development
    Bny Mellon | Pershing Mar 2020 - Jun 2023
    Jersey City, New Jersey, Us
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  • Cais
    Director Of Strategic Partnerships
    Cais Jul 2018 - Jul 2019
    New York, New York, Us
    Developed alliances and partnerships in IT integration, marketing programs, and business development opportunities. Created, published, and produced marketing collateral for each potential partner through a strong educational ground game. • Formalized channel strategy by obtaining organization-wide support and resources from the Executive Committee, plus heads of Operations, Technology and Marketing.• Grew formal alliance relationships with custodians and reporting providers through integration and commercial programs.• Responsible for driving, tracking and measuring opportunity lead flow through alliance relationships.
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  • Addepar
    Key Accounts Channel Executive
    Addepar Aug 2016 - Jul 2018
    New York, New York, Us
    • Launched a formalized channel management strategy: Program deliverables include building relationships with channel influencers in local markets and driving referral revenue directly with alliance partners. One of the key results was generating new revenue streams from the custodian bank channel.• Measuring metrics: Developed a streamlined process for identifying custody leads, through marketing and education campaigns This required cross functional support from the Executive teams, Sales, Marketing and Product Development.* Ongoing: Maintain relationships, see issues through to resolution, drive marketing campaigns, assist with integration priorities and grow revenue through channels.
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  • Advent Software
    Channel Partner
    Advent Software Aug 2004 - Jul 2016
    San Francisco, Ca, Us
    Advent Software, San Francisco, Ca 2004 – 2016Channel Manager 2007 – PresentManage relationships and business development efforts with Institutional business partners. • Drive sales leads through education and marketing initiatives. • Educated centers of influence on Advent Outsourcing Services (SaaS) value proposition, and competitive differentiators. • Supported and maintained the financial and contractual aspect of Advent’s most strategic commercial relationships.• Leveraged channel plans to optimize onsite presentations and coverage, provide feedback to product development and marketing regarding competitive differentiators, articulate effective sales process, and increase Advent’s exposure with institutional B2B influencers.
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Mark Rossi Skills

Series 7 Complex Sales Investments Management Marketing Sales Saas Strategy Business Analysis Channel Product Development Wealth Management Financial Services Portfolio Management Business Development Crm Selling Public Speaking Relationship Management Mutual Funds Asset Management Hedge Funds Investment Management Enterprise Software Product Marketing Business Intelligence Contract Negotiation Networking Strategic Communications Software As A Service Product Management Finance Equities

Mark Rossi Education Details

  • Saint Mary'S College Of California
    Saint Mary'S College Of California
    Political Science
  • Golden Gate University
    Golden Gate University
    Mba
  • Marin Catholic College Prepatory
    Marin Catholic College Prepatory

Frequently Asked Questions about Mark Rossi

What company does Mark Rossi work for?

Mark Rossi works for Concurrent

What is Mark Rossi's role at the current company?

Mark Rossi's current role is Expertise: VP of Sales for Concurrent Investment Advisors. Practice management advisor to Wealth Managers, Family Office, Broker/Dealer and Asset Managers..

What is Mark Rossi's email address?

Mark Rossi's email address is mc****@****hoo.com

What is Mark Rossi's direct phone number?

Mark Rossi's direct phone number is +141550*****

What schools did Mark Rossi attend?

Mark Rossi attended Saint Mary's College Of California, Golden Gate University, Marin Catholic College Prepatory.

What are some of Mark Rossi's interests?

Mark Rossi has interest in Home Improvement, Home Decoration.

What skills is Mark Rossi known for?

Mark Rossi has skills like Series 7, Complex Sales, Investments, Management, Marketing, Sales, Saas, Strategy, Business Analysis, Channel, Product Development, Wealth Management.

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