Neil O'Hare Email & Phone Number
Who is Neil O'Hare? Overview
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Neil O'Hare is listed as High Net Worth Relationship Manager, Specialist at Vanguard, based in Greater Philadelphia, United States. AeroLeads shows a matched LinkedIn profile for Neil O'Hare.
Neil O'Hare previously worked as Senior Director-National Accounts at Abrdn and Senior Director National Account at Abrdn. Neil O'Hare holds Bachelor Of Science - Bs, Food Marketing from Saint Joseph'S University.
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About Neil O'Hare
Highly accomplished and results-driven professional with experience in strategic account management, sales leadership, and financial distribution in asset management and financial services. Demonstrated expertise in cultivating and managing relationships with national strategic partners, driving revenue growth, and spearheading initiatives to enhance product placement and availability. Proven track record in driving asset growth through strategic partnerships and innovative sales strategies. Adept at leading cross-functional teams, developing effective sales strategies, and leveraging analytical insights to drive business performance. Known for strong leadership abilities, exceptional communication skills.I played an integral part in creating and building a US based Wealth Management team for a UK based asset manager. I was directly responsible for building, training and maintaining an internal sales desk team of 4-6 individuals that supported a team of 8-10 external wholesales. I created and built sales reporting tools that were used by internal and external sales teams as well as distribution management, US and UK senior staff members. In my role as a Senior Director-National Accounts, I was responsible for multiple product platform placements as well as model placements with one of the four wirehouses. I also had multiple product platform placements with regional and national broker dealers. I managed relationships for a major supermarket, multiple wirehouses and several regional and national broker dealers. Responsibilities included coordination with my Closed End Fund and ETF colleagues in due diligence, review and product placement as well as all operational responsibilities as it pertained to each relationship.I work well in both individual and team atmosphere. I am self-motivated and do well in coordinating and delegating responsibilities to those most suited to complete the given tasks. My length of experience has allowed me to work through all market cycles and conditions. I have a proven track record of developing and maintaining relationships with clients and colleagues. Moving forward, I believe I will be able to leverage the relationships I have built to allow me to be successful in future opportunities.
Neil O'Hare's current company
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Neil O'Hare work experience
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Senior Director-National Accounts
Senior Director National Account
Set strategy and managed relationships with National strategic partners including Wells Fargo Advisors, Wells Fargo Bank, Bank of America Merrill Lynch, Morgan Stanley, Morningstar, Fidelity, Stifel, RBC, and Ameriprise.· Collaborated with ABRDN’s Closed-End Fund, ETF and traditional asset-class investment teams, and sales specialists to enhance product availability and placement.· Infused internal marketing, product, and executive management teams into critical strategic relationships to provide tailored and differentiated solutions.· Spearheaded Emerging Markets inclusion on Wells’s Fargo Recommended List / FundSource / FundSource Foundations models enabling $900M in new asset growth.· Initiated US Small Cap added to Wells Fargo Advisors GMR Recommended List / FundSource model placement leading to $450M in new assets.· Increased analyst coverage / Medal Ratings for ABRDN’s Emerging Markets, US Small Cap, and Ultra Short Fixed Income Fund offerings through top-down (executive level) and bottom-up (global portfolio team) engagement.· Rolled out new product launches and acquired capabilities in traditional and alternative asset classes in ETF, Private Fund and Separately Managed Account (SMA) wrappers to complement Fund growth profile.
Sales Desk Manager
Designed, built, and led Internal Sales desk of 4 to 6 Advisor Services Associates supporting multi-channel field team.· Increased sales and engagement by over 50% during first two years of implementation of new team structure.· Architected enterprise data, reporting and sales tools through partnership with DST SalesConnect (Data Management) to better represent sales reporting for senior management and wholesale team.· Played critical role in ABRDN’s entry in US Intermediary market via acquisition of Gartmore US Fund range. Aligned and integrated resources to insure coverage and seamless transition for investors, advisors, and strategic distribution partners.
Sales Agent
Accountable for management of an insurance agency in Metropolitan Pennsylvania area, including insurance sales, customer service, and assistance in claims processing. Created book of business from ground floor to $550,000 in annual premium.
Neil O'Hare education
Frequently asked questions about Neil O'Hare
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What company does Neil O'Hare work for?
Neil O'Hare works for Vanguard.
What is Neil O'Hare's role at Vanguard?
Neil O'Hare is listed as High Net Worth Relationship Manager, Specialist at Vanguard.
Where is Neil O'Hare based?
Neil O'Hare is based in Greater Philadelphia, United States while working with Vanguard.
What companies has Neil O'Hare worked for?
Neil O'Hare has worked for Vanguard, Abrdn, and Allstate.
How can I contact Neil O'Hare?
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What schools did Neil O'Hare attend?
Neil O'Hare holds Bachelor Of Science - Bs, Food Marketing from Saint Joseph'S University.
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