Svp Of Business Development
Current
Jul 2024 - Present
AeroLeads people directory · profile
Mark Rossi Email & Phone Number
Expertise: VP of Sales for Concurrent Investment Advisors. Practice management advisor to Wealth Managers, Family Office, Broker/Dealer and Asset Managers.
at
Concurrent
1 work email found
@pershing.com
7 phones found area 415, 212, and 855
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Expertise: VP of Sales for Concurrent Investment Advisors. Practice management advisor to Wealth Managers, Family Office, Broker/Dealer and Asset Managers.
Location
San Francisco Bay Area, United States, United States
Who is Mark Rossi? Overview
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Quick answer
Mark Rossi is listed as Expertise: VP of Sales for Concurrent Investment Advisors. Practice management advisor to Wealth Managers, Family Office, Broker/Dealer and Asset Managers. at Concurrent, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at pershing.com, phone signal with area code 415, 212, 855, and a matched LinkedIn profile for Mark Rossi.
Mark Rossi previously worked as SVP of Business Development at Concurrent and Senior Vice President Business Development at Bny Mellon | Pershing. Mark Rossi holds Ba, Political Science from Saint Mary'S College Of California.
Company email context
Email format at Concurrent
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{first_initial}{last}@pershing.com
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AeroLeads found 1 current-domain work email signal for Mark Rossi. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Series 7, Complex Sales, Investments, Management, and 29 others.
Current workplace
Mark Rossi's current company
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5 roles
Mark Rossi work experience
A career timeline built from the work history available for this profile.
Senior Vice President Business Development
Mar 2020 - Jun 2023
Director Of Strategic Partnerships
- 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.
- 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.
Jul 2018 - Jul 2019
Key Accounts Channel Executive
- 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.
- 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.
Aug 2016 - Jul 2018
Channel Partner
- 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.
Aug 2004 - Jul 2016
3 education records
Mark Rossi education
Ba, Political Science
Saint Mary'S College Of California
Mba
Golden Gate University
Education record
Marin Catholic College Prepatory
FAQ
Frequently asked questions about Mark Rossi
Quick answers generated from the profile data available on this page.
What company does Mark Rossi work for?
Mark Rossi works for Concurrent.
What is Mark Rossi's role at Concurrent?
Mark Rossi is listed as Expertise: VP of Sales for Concurrent Investment Advisors. Practice management advisor to Wealth Managers, Family Office, Broker/Dealer and Asset Managers. at Concurrent.
What is Mark Rossi's email address?
AeroLeads has found 1 work email signal at @pershing.com for Mark Rossi at Concurrent.
What is Mark Rossi's phone number?
AeroLeads has found 7 phone signal(s) with area code 415, 212, 855 for Mark Rossi at Concurrent.
Where is Mark Rossi based?
Mark Rossi is based in San Francisco Bay Area, United States, United States while working with Concurrent.
What companies has Mark Rossi worked for?
Mark Rossi has worked for Concurrent, Bny Mellon | Pershing, Cais, Addepar, and Advent Software.
How can I contact Mark Rossi?
You can use AeroLeads to view verified contact signals for Mark Rossi at Concurrent, including work email, phone, and LinkedIn data when available.
What schools did Mark Rossi attend?
Mark Rossi holds Ba, Political Science from Saint Mary'S College Of California.
What skills is Mark Rossi known for?
Mark Rossi is listed with skills including Series 7, Complex Sales, Investments, Management, Marketing, Sales, Saas, and Strategy.
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