Marty J. Flynn, Realtor Email & Phone Number

Dallas, Texas, United States

Dallas, Tx

- Franchise owned and operated boutique fitness studio.- Purchased licenses allowing for the development of three RowHouse (rowing) fitness studios inside a defined market territory over a predetermined development timeline. - Conducted extensive due diligence on both the brand franchisor and market opportunity prior to license purchase.- Oversaw all preliminary real estate site search, studio construction planning, budget, marketing and business forecasting.

Dallas, Tx

Global Investment Bank servicing institutional and wealth management clients in equity, fixed income, derivatives and investment banking services. Dallas based institutional equity salesperson servicing multi-cap US and global institutional investors via equity research and trading products. Clients include pensions, mutual fund managers, hedge fund managers and family offices ranging from $50mm to $125B in assets under management. Provided investment advice and strategies to Portfolio Managers, CIOs and Senior Analysts across an array of industry sectors including health care, technology, media, telecom, financials, energy and consumer. Successfully managed the SW regional territory and sales team to achieve top-tier client rankings and double-digit revenue growth. Team leader and a highly ranked professional among colleagues and clients. Key Accomplishments:- Opened the firm’s first institutional equity sales office in the Southwest.- Successfully led a new product reintroduction marketing campaign across the region which led to the onboarding of more than 25 new institutional clients within the first 12 months.- Introduced the firm's most critical business unit managers into the account base as part of a broader initiative to expand relationships and gain market share. - Grew total account revenues 35% over an 18 month period.- More than doubled the size of the firm’s SW account base with targeted marketing initiatives and improved client service.- Achieved a top 25 broker rank with the region’s 3 largest institutional money managers in year end broker reviews (2016)- Ranked 5th amongst Guggenheim sales personnel during the firm’s annual year end peer review (2015)

Dallas, Tx

Global Investment Bank servicing institutional and wealth management clients in equity, fixed income, derivatives and investment banking services worldwide. Dallas based institutional equity salesperson servicing multi-cap US and global institutional investors via equity research and trading products. Clients include pensions, mutual fund managers, hedge fund managers and family offices ranging from $50mm to $125B in assets under management. Demonstrated in-depth knowledge of product areas encompassing 30 industry groups and 1000 stocks. Devised marketing programs credited with significant gains in commissions, client votes and national polls. Demonstrated comprehensive expertise in investment and equity management, asset allocation, and regulatory requirements. Regularly visited clients with equity research analysts, internal senior mgt and C-suite executives. Delivered detailed client presentations and managed complex communication activities. Presented territory strategy plans to senior management, the equity research dept and its sales traders on a regular basis. Supervised and mentored office administration and junior sales staff.Key Accomplishments:- Earned and maintained a top 10 broker rank with each of the region’s 5 largest institutional clients resulting in annual revenue commission growth in excess of 20%.- Successfully cross-sold a full suite of firm products including institutional equity research, new issues (IPOs, secondaries), electronic trading, prime brokerage services, derivatives and global equity strategy.- Added global product coverage of multinational accounts while maintaining expense levels to enhance profitability.- Negotiated and monetized 10 new institutional equity account relationships.- Achieved a significant boost in UBS’s Southwest national equity research poll ranking in 2013 (13th to 9th) as a result of enhanced client service levels and targeted marketing strategies.- Promoted to Executive Director in 2012.

Master Of Business Administration (M.B.A.), Accounting And Finance

Bachelor'S Degree, Finance, General