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Michael Spellman Email & Phone Number

Senior Director, Institutional Business Development at Columbia Threadneedle Investments, US
Location: Duxbury, Massachusetts, United States 7 work roles 3 schools
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Role
Senior Director, Institutional Business Development
Location
Duxbury, Massachusetts, United States
Company size

Who is Michael Spellman? Overview

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Michael Spellman is listed as Senior Director, Institutional Business Development at Columbia Threadneedle Investments, US, a company with 2448 employees, based in Duxbury, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Michael Spellman.

Michael Spellman previously worked as Institutional Sales Manager, East Region at State Street Global Advisors and Director, Head of Bank of America / Merrill Lynch Channel at Blackrock. Michael Spellman holds Mba, Finance from Suffolk University - Sawyer Business School.

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Columbia Threadneedle Investments, US

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About Michael Spellman

Specialties: New business development, investment policy creation and review, contract and fee negotiation, marketing strategy and content development

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Columbia Threadneedle Investments, US
Columbia Threadneedle Investments, Us
Senior Director, Institutional Business Development
Duxbury, MA, US
Employees
2448
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7 roles

Michael Spellman work experience

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Senior Director, Institutional Business Development

Current

Boston, Massachusetts, United States

Responsible for developing relationships with institutional investors and their consultants across the Eastern US.

Jul 2023 - Present

Institutional Sales Manager, East Region

Greater Boston Area

Drove $22mm in new business revenue through development of relationships with institutional investors, while working closely with the consultant community. Coordinated sales strategy and coverage across the East Region (Maine through Virginia, including Pennsylvania and Ohio). Client and prospect coverage includes all institutional segments; including.

May 2012 - Jun 2023

Director, Head Of Bank Of America / Merrill Lynch Channel

Greater Boston Area

Effectively led and restructured 25 member team responsible for sales, client service and operations for the firm’s $100B liquidity / money market and short duration fixed income relationship with BAML including private-label retail and institutional money market funds.Leveraged senior relationships within the firm’s investment banking, corporate services.

Jan 2010 - May 2012

Director, Senior Product Strategist And Account Manager

Greater Boston Area

Primary account manager for the group’s strategic custom fixed income clients, with AUM over $10B.Senior product specialist for Strategy and Solutions Group with responsibility for partnering with account managers firm wide to deal with complex and custom client solutions as liaison to portfolio management group.Founding member of Cash Management Executive.

Sep 2006 - Jan 2010

Vice President

Responsible for sales and marketing for MLIM's Institutional Investment Services group.Provided strategic oversight to cash management team's marketing effort. Led development of new products for the group including a private placement enhanced cash offering (2005), local government investment pool (2005), and AAA money market mutual fund (2007).

Sep 2002 - Sep 2006

Analyst

Analyst - Merrill Lynch Private Client Development / Junior Executive Training (JET) Program

Jun 2000 - Sep 2002
Team & coworkers

Colleagues at Columbia Threadneedle Investments, US

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3 education records

Michael Spellman education

Bachelor'S Degree, Cum Laude, Financial Economics

Activities and Societies: Omicron Delta Epsilon - International Economics Honor Society, Senator - Student Government Association.

Education record

Arlington Catholic High School
FAQ

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What company does Michael Spellman work for?

Michael Spellman works for Columbia Threadneedle Investments, US.

What is Michael Spellman's role at Columbia Threadneedle Investments, US?

Michael Spellman is listed as Senior Director, Institutional Business Development at Columbia Threadneedle Investments, US.

Where is Michael Spellman based?

Michael Spellman is based in Duxbury, Massachusetts, United States while working with Columbia Threadneedle Investments, US.

What companies has Michael Spellman worked for?

Michael Spellman has worked for Columbia Threadneedle Investments, Us, State Street Global Advisors, Blackrock, Merrill Lynch Investment Managers, and Merrill Lynch.

Who are Michael Spellman's colleagues at Columbia Threadneedle Investments, US?

Michael Spellman's colleagues at Columbia Threadneedle Investments, US include Colin Johnston, Daniel Cole, Mary Thell, James Fuller, and Allison Fagnant.

How can I contact Michael Spellman?

You can use AeroLeads to view verified contact signals for Michael Spellman at Columbia Threadneedle Investments, US, including work email, phone, and LinkedIn data when available.

What schools did Michael Spellman attend?

Michael Spellman holds Mba, Finance from Suffolk University - Sawyer Business School.

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