Michael Davisson Email & Phone Number

Leland, NC

41 West Broad Street, Souderton, PA 18964

Souderton, PA 18964

• New Business Development - Univest Municipal Pension ServicesProvide Financial Management for Municipal Pension Services with Customized Solutions in the following areas:
• Investment Management
• Investment Consulting
• Actuarial
• Accounting
• Administration

• Represent various Pershing Brokerage Products (Cash Management, Investment Solutions, Lending Solutions, Retirement Products, Wealth Management) to the Registered Investment Advisors and Broker-Dealer Marketplace.
• Partner with Relationship Managers to provide a holistic approach for Pershing Products.
• Identify key initiatives/products to generate revenue growth.
• Develop strategic guidelines customized to meet customers’ needs/demands.

• Managed a Portfolio of Tier 1 Clients, handling all aspects of the relationship. (Cash Management, Collateral, Global Custody, Securities Lending, Fund Administration, FX, Credit, Alternative Investments, ETFs, Private.
• Developed, cultivated and expanded relationships with clients and JPM senior management.
• Partnered with product channels and developed strategic guidelines for introducing new products/services.
• Identified key initiatives to generate growth of revenue.
• Orchestrated, managed and delivered the successful conversion of a new Tier 1 client in 2008.
• Generated $2.7 million in revenue in 2009, 112% of goal.

• Managed Southeast Sales Territory with a focus on Bank and Insurance Market for custody, securities lending and cash management products.
• Mined, developed and cultivated relationships with Banks and Insurance Companies of various sizes.
• Actively engaged and provided strategic directions to JPM product and transition teams.
• Closed seven new business relationships worth $1.7 million. 113% of goal.

• Managed National Sales Territory for New Business Development for PFPC with focus on the Bank Market Arena. Products included all mutual fund services (fund accounting, fund administration, transfer agency, global.
• Built relationships and interacted with senior management at Banks of various sizes.
• Developed, managed and expanded the Bank Market Arena marketing/business plan.
• Closed multiple Bank Mutual Fund Relationships, including large Transfer Agency client, two Full Service clients and two Securities Lending deals.

• Managed Midwest Sales Territory for the SEI CashSweep Program requiring interaction with senior management at institutions with up to $5 billion in assets.
• Exceeded 2001 sales quota by 48% by signing four new clients and initiating an aggressive growth program with existing clients.
• Constructed, presented and implemented marketing plans for clients, which resulted in 30% increase in assets.
• Cross-sold SEI trust and asset management products to clients.
• Designed and managed prospecting guidelines and marketing programs with endorsed state banking associations.

• Managed multiple proprietary fund investment advisory clients ranging in size from $45 million to $8 billion in assets.
• Recontracted two existing clients to long-term contracts, resulting in an increase in profitability by 15%.
• Provided strategic direction for mutual fund client relationships, including profitability, asset growth and presentation of Board of Director materials.
• Designed and implemented business and marketing plans based on the client’s market.
• Provided support to sales representatives in mutual fund prospecting process.

• Designed, developed and implemented the SEI Common Trust Fund Conversion Guide and converted over $8 billion in bank assets.
• Developed and implemented conversion guide for collective trust funds, third party funds and other liquidity products, which resulted in conversion of $2 billion in assets.
• Streamlined the transfer agency process for operational efficiencies and pricing models with proprietary fund clients and service providers (DST, Forum, BFDS).
• Coordinated monthly account director meetings to communicate product updates and service issues.

• Provided strategic direction for existing bank proprietary fund clients, including profitability, cross-selling opportunities, launch of new funds and additional fund classes.
• Identified conversion growth opportunities within the bank, i.e. collective funds, common trust funds, third party funds.
• Provided support for external sales team agendas and presented at board meetings.

Master Of Business Administration (Mba)

Bachelor Of Business Administration (B.B.A.), Finance And Business Management