Rick Darr Email & Phone Number

Minneapolis, Mn

Regional Vice President/Retirement Consultant representing Allianz Annuities covering all channels in Maine, NH, and VT

Roswell, Ga, Us

- Recruited to direct National Accounts and Institutional Sales efforts at Emerging Boutique Asset Management Firm.- Partnered with National Sales Manager to increase distribution through TAMP platforms Broker/Dealers, RIA's, and Custodians/Clearing Platforms- Doubled Assets Under Management from $2.5 Billion to $5 Billion in 22 months- Signed 58 Selling Agreements representing over 30,000 additional eligible advisors to distribute firm's products- Managed Firm's Relationships with over 200 Bank Broker/Dealers, Independent Broker/Dealers, RIA's, and TAMPs- Achieved 167% of AUM Goal for 2021- Achieved 110% of AUM Goal for 2022

New York, New York, Us

- Recruited to market dynamic core ETF Strategies to advisors in the wirehouse, bank, independent, and RIA channels across a six-state region- Added 91 new producers to the territory within 27 months- Optimized territory rotation and increased productivity through the use of mapping technology- Enhanced brand awareness through partnering with regional sales managers and key stakeholders- Supported Advisors with case analysis, design, and portfolio construction

Boston, Massachusetts, Us

- Recruited to distribute ETF portfolios across an eight-state region to Advisor specializing in Wealth Management and Defined Contribution plans- Grew sales by 152% from 2017 - 2018- Partnered with 120+, independent and bank broker-dealers as well as wirehouse and RIA advisors using Envestnet, AssetMark, and firm’s proprietary advisory platforms- Marketed the value of ETF investing through the facilitation of 20+ weekly individual and group meetings- Wholesaled predictive, as well as reactive mutual funds, and ETF models to Advisors, Fiduciaries, and Plan Providers - Supported Advisors in the analysis and construction of diversified investment portfolios for clients

Concord, California, Us

- Recruited to market advisory platform and individual investment strategies to bank, insurance, RIA, and independent channels- Wholesaled mutual funds, ETF’s, separately managed accounts, and liquid alternatives to advisors- Built a start-up territory from scratch into a $250 million AUM territory within 3 years- Increased sales annually, 2011 ($33 million), 2012 ($35 million), and 2013 ($73 million)- Accelerated the transition of Advisor’s commission-based practices to fee-based practices- Facilitated quarterly premier advisor meetings to maximize the use of the platform

Nanterre, Île-De-France, Fr

- Promoted to market private labeled fee-based programs through the utilization of Separately Managed Accounts, Unified Managed Account’s, Exchange Traded Funds, No-Load Variable Annuities, and mutual fund accounts to Brokers and Advisors- Achieved $700 million in annual territory sales- Increased annual sales on average by 22% from 2004 - 2008 - Wholesaled FundQuest Active Passive mutual funds to bank, insurance, and independent channels as well as RIA’s- Orchestrated workshops geared towards transitioning registered investment advisors from transaction-based business models to fee-based business models- Expanded production and built out platforms with new products in collaboration with home office Executives and Directors

Nanterre, Île-De-France, Fr

- Supported the Regional Vice President in the management of the Mid-Atlantic Territory- Achieved Internal Wholesaler of the year in 2004- Increased sales by 31% YOY- Improved territory standing from #3 in 2003 to #1 when promoted- Generated prospects and transitioned Advisors to the FundQuest platform- Grew brand awareness by educating advisors on the benefits of fee-based investing through the use of FundQuest’s programs- Launched new programs with partner firm’s Directors and Relationship Manager

New York , Ny, Us

Wholesaled variable annuities, fixed annuities, and the Park Avenue mutual funds to brokers and advisors in the wirehouse channel

Oo

Wholesaled variable and fixed annuities to brokers and advisors in the bank, independent, wirehouse, and RIA channels

Bachelor'S Degree, Accounting

College Prep

Bachelor Of Science - Bs, Accounting