Michael Graf Email & Phone Number

Saint Paul, Mn, Us

Minneapolis, Mn, Us

Minneapolis, Mn, Us

Lead team of sales consultants in providing thoughtful consultation to the Ameriprise advisor base on a robust suite of cash and lending solutions - mortgages, savings, certificates, trust, securities based lending, credit cards. Develop strategies and campaigns for advisor engagement based in optimized business intelligence and personal coaching to a structured sales/engagement process. Identify measurement metrics and build clear and motivating compensation plans.

Minneapolis, Mn, Us

Consult wealth advisors on array of alternative investments (hedge funds, managed futures, private equity, etc.), structured products, securities based lending solutions, options strategies and fixed income portfolio construction.

Minneapolis, Mn

Conduct market and competitive analyses to identify trends and opportunities to drive revenue and diversify risk. Identify opportunities to fill or enhance external research with internal research initiatives such as focus groups, surveys, and data mining. Create and recommend to executive leadership strategies for entering new markets and developing new business partnerships based on research findings.

- Created, managed and coordinated the execution of overall business strategy to enter the registered investment advisor (RIA) market. - Established a clear market position by building a superior service and support experience for RIAs. - Coordinated cross-functional teams for the development and integration of new products and custom technical solutions to fulfill anticipated and identified customer issues and needs.- Consulted customers on business and platform best practices to optimize profitability and productivity.- Led team of sales and support associates responsible for acquiring new customers and expanding existing customer relationships through cross-selling activities.

- Identified revenue enhancing opportunities and developed and marketed products for reaching new customer segments while aligning the goals of multiple business units.- Developed content syndication, licensing and marketing partnerships with key financial media outlets to expand reach/brand recognition. Manage existing relationships to maximize opportunity potential.- Built and directed integration of multi-faceted sales and audience acquisition channels including affiliate networks, sales webinars, lead gen/conversion strategies.- Lead on key special projects where showcasing brand excellence across our multiple business units was required. Coordinated and managed planning and marketing strategies and execution to ensure delivery against plan. Projects have included live conferences, educational workshops and online trading contests.- Draft business plans, financial models, sales and marketing assets, and contracts. Negotiate terms with partners.

Boston, Ma, Us

- Conducted business and process flow analysis for several financial services institutions including hedge funds, mutual funds and insurance companies. - Identified operational inefficiencies and informational gaps that impaired productivity and subjected organizations to various types of risk. - Developed bridging initiatives through constituent facilitation and benchmark analysis. Documented and presented solutions to executive leadership teams. - Redesigned scalable operations model leveraging existing resources and recommended plan to front load productivity gains to minimize impact on client’s overall cash flow.

- Developed new and managed existing business partnerships with institutions looking to provide their customer base access to the US financial markets. - Performed needs analyses for partners, recommended custom solutions based on operational capabilities and led implementation efforts. - Identified and tracked key performance metrics to uncover opportunities for productivity and profitability improvements for partners. - Defined customer service differentiation strategy and built on-going training process that led to recognition for customer service excellence by leading brokerage rankings. - Managed all aspects of operational strategy, planning and implementation including new associate hiring and training programs, new product introduction, compliance processes and productivity enhancements.

Mba, Finance And Accounting

Bs, Finance