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GLOBAL SALES MANAGEMENT - FINANCIAL SERVICESAccomplished leader with a consistent track record of success. Reputation for developing longstanding relationships with clients, leading to continued business for over a decade. Continually grow revenues and profits in a global environment, including Europe and Latin America, in the Defined Benefit, Defined Contribution, and Endowment and Foundation space. Experienced at capital raising and business development for institutional investment funds. Strong client, product, sales, and marketing orientation with experience managing a large team of analysts and sales executives. Recognized as a passionate, disciplined, and determined leader.Client Partnering Track record of successfully building partnerships with clients and consultants. Provide impeccable support and expertise by developing programs that enhance client investment strategies, including utilizing world-renowned thought leaders in the field of finance. Exceptional ability to develop client alliances for long-term mutual success. Strategic LeadershipLeader of a dynamic international sales force with an outstanding reputation for providing direction and focused execution of sales strategies. Set business goals and rewards for achieving objectives. Built high-performance teams by hiring, coaching, and retaining senior sales professionals. Implemented compensation plans that balanced company profitability with incentives across the US, Canada, and Europe. Created effective strategies transforming under-performing business units into profitable enterprises.International Business DevelopmentEntrepreneurial executive with a history of developing new markets and turning around underperforming sales operations. Opened Latin American market as a new geography for State Street’s Transition Management offerings. Inspirational leader who reorganized and transformed the European sales and client services teams, contributing significant improvement in revenue.
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Chief Executive OfficerSouthern Golf Cars Inc Jan 2022 - PresentMiami, Florida, Us -
Director-SalesSs&C Technologies Apr 2021 - Jan 2022Windsor, Ct, Us -
Head Of Business DevelopmentCapital Impact Advisors/Entrepreneurshares Llc 2018 - Apr 2021Responsible 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.
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Senior Managing DirectorState Street 2005 - 2018Boston, Massachusetts, UsPlanned 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. -
Sales ManagerState Street 2001 - 2005Boston, Massachusetts, UsManaged 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.
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Sales ManagerBond Connect 1999 - 2001Top 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.”
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Vice President, SalesBancboston Robertson Stephenson Inc. 1998 - 1999The 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.
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Vice President, Institutional SalesFirst Albany Corp. 1991 - 1998Sales 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. -
Sales Associate, Capital MarketsLehman Brothers 1989 - 1991UsOne of the leading Wall Street firms in all security markets.
Peter Weiner Skills
Peter Weiner Education Details
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Northeastern UniversityFinance
Frequently Asked Questions about Peter Weiner
What company does Peter Weiner work for?
Peter Weiner works for Southern Golf Cars Inc
What is Peter Weiner's role at the current company?
Peter Weiner's current role is CEO of Southern Golf Cars.
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What is Peter Weiner's direct phone number?
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What schools did Peter Weiner attend?
Peter Weiner attended Northeastern University.
What skills is Peter Weiner known for?
Peter Weiner has skills like Hedge Funds, Asset Management, Asset Allocation, Fixed Income, Equities, Institutional Investments.
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