Robert Capone

Robert Capone Email and Phone Number

Senior Strategic Sales and Business Development Executive
Robert Capone's Location
Greater Boston, United States
Robert Capone's Contact Details

Robert Capone personal email

n/a
About Robert Capone

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

Robert Capone's Current Company Details

Senior Strategic Sales and Business Development Executive
Robert Capone Work Experience Details
  • Lgim America
    Head Of Defined Contribution
    Lgim America Feb 2021 - Apr 2024
    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.
  • Great-West Investments
    Senior Vice President | Head - Distribution
    Great-West Investments 2017 - 2019
    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.
  • Aqr Capital Management, Llc
    Managing Director | Head - Defined Contribution | Sub-Advisory Businesses
    Aqr Capital Management, Llc 2014 - 2017
    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.
  • Bny Mellon Investment Management
    Executive Vice President | Head - Bny Mellon Retirement | Strategic Business Development
    Bny Mellon Investment Management 2006 - 2014
    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.
  • Putnam Investments
    Managing Director | Director – Participant Services
    Putnam Investments 2001 - 2006
    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 sales and marketing units to administer marketing campaigns.
  • Putnam Investments
    Senior Vice President | Director – Relationship Management
    Putnam Investments 1997 - 2001
    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.
  • Putnam Investments
    Vice President – Business Development
    Putnam Investments 1995 - 1997
    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.

Robert Capone Skills

Series 24 Series 7 Series 63 Mutual Funds Series 6 Series 3 Financial Advisory Investments Retirement Finra Alternative Investments Erisa 401k Strategic Financial Planning Securities Investment Management Financial Planning Asset Management Asset Allocation Trading 401 Retirement Savings Plans

Robert Capone Education Details

Frequently Asked Questions about Robert Capone

What is Robert Capone's role at the current company?

Robert Capone's current role is Senior Strategic Sales and Business Development Executive.

What is Robert Capone's email address?

Robert Capone's email address is ro****@****aqr.com

What schools did Robert Capone attend?

Robert Capone attended Dartmouth College, Dartmouth College - The Tuck School Of Business At Dartmouth.

What skills is Robert Capone known for?

Robert Capone has skills like Series 24, Series 7, Series 63, Mutual Funds, Series 6, Series 3, Financial Advisory, Investments, Retirement, Finra, Alternative Investments, Erisa.

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