Peter Weiner Email & Phone Number

Miami, Florida, Us

Windsor, Ct, Us

Responsible for overall marketing and business development for the firms investment offerings.• Revamped marketing materials to better define investment offerings and more clearly establish brand in the marketplace. • Initiate outreach to plan sponsors, both Defined Benefit and Defined Contribution as well as mutual funds to educate these organizations about who the firm.• Regularly meet with industry consultants to obtain placement on their platforms to improve search metrics.• Successfully negotiated services with third party marketing company to better penetrate Registered Investment Advisors (RIA) and family offices market segments.

Boston, Massachusetts, Us

Planned sponsor business is a business unit focusing on the restructuring of pension plans when managers are being hired, terminated, or rebalanced in the short term.Senior Managing Director of one of the largest institutional asset management companies in the US. Full P&L responsibility for the North American Planned Sponsor Business, encompassing Defined Benefit, Defined Contribution, and Endowment and Foundations for more than 1,000 companies. Produce over $60 million in revenue annually. Strength in overcoming obstacles to succeed and produce revenue when the odds are not favorable. Responsible for strategic direction, financial performance, client satisfaction, and employee engagement for 30 people in the US, Canada, and Europe.• Manage a team of 29 analysts and sales professionals in North America and Europe that generates $60 million in revenue with over 50% of these clients unique to the Planned Sponsor Group.• Developed Latin America as a viable Transition Management territory by opening up jurisdiction in six different countries, including Chile, Peru, Columbia, Uruguay, Mexico, and the Caribbean.• Rebuilt the European Sales and Client Services team, resulting in an increase in revenue of over 50%.• Ranked in the top 5% of State Street employees for the last 16 years.• Established personal relationships with senior executives of the top 100 pension plans, including Endowment Foundations, Defined Benefit, and Defined Contributions in North America.• Built a Defined Contribution team that led to three of the largest trades in the 2014 marketplace.

Boston, Massachusetts, Us

Managed a team of six sales professionals in Planned Sponsor that generated $30 million in revenue while personally covering the Midwest territory. Consistently outperformed target goals.• Annually visited over 300 Planned Sponsor clients individually and over 1,800 as a group.• Generated $13 million in revenue in the Midwest through prospecting and developing relationships outside of State Street’s established accounts.

Top sales performer of this state-of-the-art electronic Bond Trading Platform designed to provide transparency to both buyer and seller.• Promoted to head both the United States and Europe due to outstanding performance of selling and onboarding clients.• Managed 65% of the active accounts on the Bond Connect system, representing 80% of the annual volume.• Recognized by State Street Corporation as “Salesperson of the Year.”

The broker-dealer arm of BancBoston Corporation.Sales executive for the leading broker-dealer underwriter in the Northeast for stocks, bonds, and currency securities.• Hired to expand the institutional presence in the Fixed Income Marketplace.• Actively involved in the integration of San Francisco-based Robertson Stephens convertible bond business.• Penetrated all existing accounts and opened 10 new accounts.• Generated $650K in revenues for the first six months of 1999.• Extensive knowledge of agencies, treasuries, corporates (high yield bonds, convertibles, BankBoston sub-debt) and mortgage products (asset-backed, mortgage collateral).• Sold 60% of BankBoston sub-debt and asset-back deals.

Sales professional for this regional broker-dealer in the Fixed Income Market. • Developed first prime broker business with assets over $100 million that generated revenue of over $110K in six months.• Averaged an annual gross commission of $400K.

Us

One of the leading Wall Street firms in all security markets.