Peter Capaccio Email & Phone Number

Chicago Il

Managed the marketing, client service and daily operations functions supporting $1.5 billion in assets. Ensured the online delivery of investment models and investment policy statements. * Developed a single Straight Through Process (STP) for multiple documents required for brokerage, insurance and advisory accounts into one process that generates all required documents. Application was delivered using dot.net technology. * Developed a distribution network to deliver a strategic equity allocation process to multiple clients and users. Network raised $1.5 billion in assets under ,management. * Developed more than 15 institutional relationships to utilize our products and services. * Created online investment policy statements for more than 150 different users.

Chicago Il

President of the Harris Insight Funds and CEO for three businesses: Mutual Funds, Fundamental Research and Retirement Services. * Built an institutional sales force and a team of wholesalers. Raised $11 billion dollars. * Expanded the Harris Insight Funds from 6 to 16 funds. * Built a client centric sales process that identified potential client needs. The result was an increase in sales of all bank products and services generating a 65% increase in multiple sales per client *Served as a member of the M&A Team. Completed 5 deals with more than $5 billion in assets. * Completed a tax free merger of common funds into mutual funds reducing costs by $2 million dollars. * Restructured the operations of collective funds to reduce costs by $1.5 million.