Michael Forstl Email & Phone Number

New York City Metropolitan Area

New York City Metropolitan Area

• Clients included:
• Richard Bernstein Advisors
• IMCA
• BNY Mellon
• ETF Global
• Morgan Creek Capital Management

(Formerly ING Investment Management)

Head of sales and business development for Independent and regional broker dealers

• Founded and led the firm's efforts in advising asset management organizations in the launch, distribution development, marketing, and training of new and existing product offerings and platforms- Provided introductions.
• UBS Private Bank

- Responsible for the sales and marketing of Nuveen’s Structured Products offerings which included Nuveen closed-end funds and ELEMENTS ETNs.- Recruited and oversaw the sales activity of a national team of closed-end funds and structured products consultants.- Co-developed new structured product platform, ELEMENTS ETNs in partnership with Merrill Lynch..

Oversaw sales and accounts relationship management. Recruited, trained and motivated top performing team of regional wholesalers. Region consistently ranked #1 in sales and productivity. Participated and presented at major regional and national distribution partner sales meetings on topics surrounding SMAs, mutual funds, closed-end funds and wealth.

Recruited, trained and motivated two account managers, ten wholesalers and ten sales associates towards continued growth and increased viability of Nuveen’s products inside the financial institutions channel. Set sales strategy, policy and protocol; implemented P&L requirements for channel. Established top priority relations with clients and prospective.

Was able to build Nuveen’s Eastern Region to represent over 50% of financial institutions channel’s business through cold-calling and executive bank contacts,. Developed strategies, implemented product rollouts; trained and mentored junior staff. Created vibrant, effective product promotion and training seminars.

Primary responsibilities involved all facets of client relationships with key banks and broker dealers in the Eastern Region. Worked in conjunction with National Accounts Managers, coordinated marketing efforts and sales strategies in the financial institutions channel. Handled client presentations and prepared briefings for senior management.

Reconfigured and repriced $1.6 billion Variable Rate Demand Notes and $500 million Tender Option bond program. Sold fixed rate note issues.

Ba, Economics

Education record

Activities and Societies: Graduate of the Securities Industry Institute, 2001-2004 Executive Sales Management Training Program, 199.

Education record