Rob Brennan Email & Phone Number

Bloomfield, Nj, Us

Focused on translating the Alliance vision into a cohesive growth strategy and executing on a plan to expand business lines, increase product distribution, accelerate revenue growth, and build the Alliance brand. · Responsible for our Investor Relations business line/P&L - Alliance Advisors IR · Identifying and executing on M&A opportunities · Providing leadership and vision over our new digital products and services · Building scalable, repeatable sales and marketing processes

Denver, Colorado, Us

Hired to create the enterprise B2B sales process, design the GTM strategy, drive new revenue through Mortgage, Fintech, and Proptech channel partnerships, build and lead the business development team, and achieve product market fit• Built a scalable, repeatable, and measurable sales process that supports the contract execution and implementation of new partnerships, driving new insurance lead revenue• Achieved a $30M Series A funding round through the execution of 18 strategic partnerships with mortgage lending, servicing, fintech, and Proptech participants• Exceeded 20% average MoM growth targets for 2020 policy sales by accelerating our onboarding process and increasing our cross-sell % rates• Created the Org structure, recruited, hired, trained, and scaled the initial 12-member business development team in <6 months• Developed significant relationships and professional network with executive-level mortgage and Proptech participants by creating/delivering presentations, negotiating agreements, and speaking at industry events• Built and nurtured a unique outsourced sales distribution relationship that reduced CAC and increased sales activity by 7X• Grew Premium in Force 3X in 2022 by revising our GTM strategy, reducing sales cycle times and closing deals 43% faster• Directed the buildout of our Hubspot CRM to capture critical sales activity and pipeline data, providing the key metrics and KPIs to properly manage the business• Reshaped the value proposition and core messaging across all sales collateral and social media marketing, resonating/performing better in challenging markets and driving faster partnership adoption

Denver, Colorado, Us

Us

Selected by U.S. executive group to lead the new business development team post-acquisition, create a B2B marketing program, execute on new growth initiatives, and accelerate revenue through expansion of the mortgage servicing portfolio• Directed a 30-member team of sales and account executives offering mortgage products and services to banks, hedge funds, independent mortgage banks and asset managers that achieved $225M in annual revenue• Grew the company’s prime mortgage services portfolio from $1.8B to $20B in 3 years by executing on strategies to acquire bulk packages of Mortgage Servicing Rights (MSR)• Designed and launched a new prime mortgage subservicing product to market, transitioning our industry position from solely a special servicer• Created 2 new business partnerships with asset managers for servicing excess MSR structures, increasing capital access and reducing servicing portfolio risk• Spearheaded the due diligence and business integration of 2 mortgage acquisitions, generating in excess of $1.0B in new MSR to the servicing portfolio annually• Served as a key member of the 10-person Executive Leadership team that led strategy and set policy for the US vertical

Louisville, Us

Promoted to internal M&A team to identify and acquire new, non-core business lines contributing $100-$250M in annual revenue• Identified and completed 4 strategic acquisitions and divestitures, adding $48M of bottom-line profitability • Headed up cross-functional teams throughout the due diligence process and pre/post-closing requirements that led to successfully completing each transaction• Executed on the acquisition of Specialized Loan Servicing, developing the acquisition thesis, conducting contract negotiation, valuation, authoring internal board papers, and managing attorney and investment banking relationships to successfully close on this $105M deal

Louisville, Us

Hired as individual contributor to win major investment management clients for proxy solicitation advisory services• Owned the full sales cycle, including building significant prospect, client, and industry relationships, analyzing transactions, pricing, delivering senior management presentations, and negotiating pricing and agreements that generated $43M in proxy services contract revenue• Secured $21M from 2 high-profile, complex-wide fund transactions, exceeding targets and achieving the highest revenue producing salesperson for 3 consecutive years (2005-2007)• Invited to join the Fund Services Leadership team to provide insight on best practices for client engagement

New York, Us

• Led multiple functions across this $150M company, including P&L responsibility for company's mutual fund services group and providing proxy solicitation services to investment management companies, which generated $40M in average annual fee revenue.• Managed all strategic and tactical marketing activities to articulate a new cohesive, global brand following a series of international acquisitions and organic growth. Developed and executed an extensive global marketing strategy which included all collateral, website development, video presentations, brand creation and PR efforts.• Co-led creation of Philippines-based call center joint venture, Source One Asia, and assisted senior leadership with signing long-term sales contracts with Fortune 500 clients.

B.S., Economics

Certificate Program - Medill School Of Journalism, Media & Integrated Marketing Communications, Specialization In Social Media Marketing