Paul Cervone, Cfa Email & Phone Number

New York, Ny, Us

Legg Mason, Inc. (NYSE: LM), an American-based global investment management firm with a focus on asset management, offers products in equities and fixed income, as well as domestic and international liquidity management and alternative investments. • Conduct business intelligence gathering and quantitative marketing initiatives to develop and implement strategic sales and marketing plans to both grow and retain assets across multiple Channels and product lines. - Designed and implemented a new business development initiative that generated over 500 new client relationships and over $750 million in gross sales over a 6 month campaign period. - Led segmentation, targeting and marketing automation initiatives that contributed significantly to year-over-year gross sales growth of over 20%.• Develop and maintain a dashboard of marketing key performance indicators and conduct monthly performance reviews with Sr. Management and other stakeholders to quantify marketing initiatives and determine ROI.• Lead projects that utilize campaign design and testing, marketing analytics, audience development, segmentation and predictive modeling to support marketing and sales campaigns.• Integrated Salesforce.com (CRM system), Silverpop (email marketing automation platform) and Adobe SiteCatalyst (Web Analytics) to optimize marketing campaigns and deliver reporting on marketing programs.

GE Asset Management, a division of the General Electric Corporation (NYSE: GE) is one of the largest managers of institutional assets in the United States, offering a wide range of investment solutions backed by a core belief in active management, disciplined risk management and shared commitment to a culture of excellence. • Led a team of five Analysts in all performance measurement and reporting initiatives, including the implementation of a process control system to ensure compliance with the AIMR-PPS. Implementation of this system reduced the audit cycle time by over 85% and yielded overall cost savings of 50% vs. the year prior.• Responsible for the preparation, review and sign-off of regulatory reporting (Prospectus, Financials and Annual Reports) and marketing materials for 5 families of mutual funds .• Calculated and prepared summary performance reports for the GE Pension Trust, with assets in excess of $50 billion and investments across a wide variety of asset classes.

American International Group, Inc. (NYSE: AIG) is a leading international insurance organization serving customers in more than 130 countries through one of the most extensive worldwide property-casualty networks of any insurer.• Partnered with IT, Portfolio Management, and Global and Operational Risk Management to implement and utilize Wilshire’s portfolio attribution and analysis software, specifically utilizing Wilshire Atlas (equity analysis) and Wilshire Axiom (fixed income analysis).• Conducted monthly quality assurance procedures in order to guarantee the integrity of the database, investigating and correcting all anomalies.• Supported marketing on ad hoc requests, including mid-month updates, charting (Risk/Return, Growth of $10K, Relative performance, etc.), calculation of account performance excluding certain assets (i.e. mutual funds, unsupervised assets), etc.

Credit Suisse Group (NYSE: CS) is a leading financial services company, advising clients in all aspects of finance, across the globe and around the clock.• Calculated time weighted rates of return for a database of over 6,500 separately managed accounts (domestic and international equities, fixed income, cash instruments, etc.)• Conducted attribution analysis utilizing Russell Performance Attribution software (RPA) for a sub-set of domestic and international mutual funds and separately managed accounts.

Evaluation Associates is an institutional pension consulting firm with more than 30 years of experience in evaluating money managers and delivering customized solutions to their clients.• Interviewed both incumbent and potential sub-advisors and provided written evaluations/ recommendations to senior management.• Created, assembled and delivered quarterly client presentations.• Calculated, prepared and distributed monthly, quarterly and yearly performance measurement reports.

Education record

Bacelor Of Science, Business Administration And Management