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Robert Capone is listed as Senior Strategic Sales and Business Development Executive based in Greater Boston, United States, United States. AeroLeads shows a work email signal at lgima.com and a matched LinkedIn profile for Robert Capone.
Robert Capone previously worked as Head of Defined Contribution at Lgim America and SENIOR VICE PRESIDENT | HEAD - DISTRIBUTION at Great-West Investments. Robert Capone holds Ab from Dartmouth College.
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I am a Dynamic Senior Executive and Leader successful in creating and executing go-to-market and distribution systems across mid-market and enterprise global organizations. Throughout my career, I have combined outstanding strategic, operational and talent development with sales and marketing leadership to consistently drive and scale revenue to new levels. I am highly skilled in assessing and exploiting current market demands to build intensively collaborative and profitable entities while deploying talent, brand identity and solution delivery orientations.❏ Expansion and Organizational Transformation- Created and scaled four sales and distribution/business development organizations from inception. ❏ Ability to leverage extensive data analytics and business intelligence – Administered targeted and efficient marketing and distribution strategies to significantly increase the bottom line.❏ Thought leadership and persuasive communication skills – Improved organizational efficiencies ranging from relationship and partner management to technology and operations and customer/care enhancements.Specialties include: Strategic Planning | Marketing | Branding | Business Portfolio Management inTechnology, Financial Services and Talent Development | Execution | Public Speaking
Listed skills include Series 24, Series 7, Series 63, Mutual Funds, and 17 others.
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Chicago, Illinois, United States
Built, led and grew the firm’s US Retirement business in the United States. Developed six person sales and business development team in less than one year to create new distribution channel as well as marketing and brand awareness for the firm.
Greenwood Village, CO
Spearheaded team of 15 sales and distribution professionals to facilitate new business growth and service delivery to multiple business segments. Analyzed data repository of three-year selling traits of targeted audiences across various categories to determine targeted distribution approach and priorities.
Greenwich, CT
Built and managed 20 sales and business development professionals with focus on hedge funds and private equity investing. Oversaw $15B sub-advisory distribution and relationship management businesses.
Boston, MA
Led 26 sales and business development professionals and shepherded $44B in client assets which generated $127M in enterprise revenue annually. Directed investment distribution and operations across all affiliates. Built out entire retirement organization from central point, while creating and expanding new distribution channels.
Boston, MA
Oversaw 300-person customer facing and operating staff in coordinating service delivery to over 2.1 million plan participants. Handled strategic planning and financial management through multiple customer service locations. Enhanced productivity and improved service delivery by reducing expenses 34%, turnover 30% and customer complaints 50% Partnered with.
Boston, MA
Orchestrated and led 12-person client-facing team in maintaining account base of 65 clients and $8B in managed assets. Created and implemented client annual business plans. Established and tracked wide array of KPIs. Improved category of highly satisfied clients (5 of 5 scale) by 40% through better client contact penetration and feedback delivery.
Boston, MA
Partnered with two senior sales managers in US Northeast and Southeast territories to sell and market retirement solutions to potential and new institutional clients. Achieved 140% of sales quota over two years.
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Robert Capone is listed as Senior Strategic Sales and Business Development Executive.
AeroLeads has found 1 work email signal at @lgima.com for Robert Capone.
Robert Capone is based in Greater Boston, United States, United States.
Robert Capone has worked for Lgim America, Great-West Investments, Aqr Capital Management, Llc, Bny Mellon Investment Management, and Putnam Investments.
You can use AeroLeads to view verified contact signals for Robert Capone, including work email, phone, and LinkedIn data when available.
Robert Capone holds Ab from Dartmouth College.
Robert Capone is listed with skills including Series 24, Series 7, Series 63, Mutual Funds, Series 6, Series 3, Financial Advisory, and Investments.
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