Nicholas Henry, Mba Email & Phone Number

Rochester, New York Metropolitan Area

• Started boutique asset management firm with two colleagues.
• Responsible for all client-facing roles including functions typically covered by the Client Portfolio Manager, distribution, strategic accounts, product manager, and product marketing.
• Managed integration with a high-performing sales team.
• Accomplishments while in the position included:o Launched new short duration strategy (mutual fund, separately managed account).o Added new strategic accounts to the firm’s sales agreements list.o Maintained strategic.

Rochester, New York

• Served as client-facing proxy for the municipal bond portfolio management team.
• Spent considerable time in the field consulting and building strategic relationships with sales personnel, financial advisors (RIA, independent, wirehouse, bank), and investors.
• Utilized collaborative relationship building to deliver exceptional results and drive assets under management.
• Partnered with wholesalers to engage advisors and clients about the team, its process, current positioning and market observations, as well as capital markets analysis.
• Notable achievements while in the position included:o Leveraged in-depth knowledge of the market to successfully defend and promote out-of-favor positions. o Parlayed accountability for the team’s portfolios into.

• Served as client-facing proxy for the municipal bond portfolio management team.
• Spent considerable time in the field consulting and building strategic relationships with sales personnel, financial advisors (RIA, independent, wirehouse, bank), and investors.
• Utilized collaborative relationship building to deliver exceptional results and drive assets under management.
• Partnered with wholesalers to engage advisors and clients about the team, its process, current positioning and market observations, as well as capital markets analysis.
• Notable achievements while in the position included:o Leveraged in-depth knowledge of the market to successfully defend and promote out-of-favor positions. o Parlayed accountability for the team’s portfolios into.

• Performed functions within Product Management and distribution before moving to the municipal bond team in product marketing, product manager, and product development roles.
• Obtained valued experience leading cross-functional department project management for the organization.
• Added valued input while working on a high-performing team and learning the different product functions, including product management, market research, competitive analysis, and product development.
• Built new products to match opportunities within the marketplace, updated websites, and corrected data feeds in the company's systems.
• Used distribution experience to provide voice of the client input that helped shape strategy and tactics.

Master Of Business Administration (Mba), Mba

Bachelor Of Arts (Ba)

Master Of Business Administration - Mba