Ryan Guthrie, Caia Email & Phone Number

New York City Metropolitan Area

Greater New York City Area

Develop strategy to identify and engage with gatekeepers, research teams/professional buyers and financial advisors at global financial institutions (GFIs), full-service broker-dealers (wirehouses), registered investment advisors (RIAs), independent broker-dealers (IBDs), single/multi-family offices (FOs), turnkey asset management programs (TAMPs), etc., to drive new business revenue for a global asset manager. Key business lines lie within our alternative offerings (Private Equity, Direct Lending, Real Estate, Mezzanine, CLO), as well as the US offshore market (NRC).Through aggressive pursuit of my sales targets, I created first-time, recurring business revenue by securing placements on home office-driven focus/recommended lists, firm-level discretionary model mandates as well as direct financial advisor sales across multiple channels.

Greater New York City Area

Business development within GFIs, RIAs, FOs, TAMPs, Sub-Advised, Wirehouses, etc. to identify new business opportunities for SMA, US ’40-act, UMA, and UCITS product lines.

I performed high-volume outbound prospecting to private wealth teams within Wirehouses, RIAs, FOs, GFIs, Trusts, etc. to generate new business revenue. I also contributed to key account coverage/management to secure placements in discretionary model mandates and recommended lists.Over the course of my tenure, I raised >$350M in new assets across '40-act, SMA & UCITS structures spanning traditional and alternative asset classes.

Marketed macro, systematic and trend-following managed futures funds

Relocated from the NY Metro area when recruited by MassMutual from an internal wholesaler position at AXA Equitable. I was given responsibility for the greater OH territory, calling on all channels of distribution where I increased production by 74%.

Through diligent work and study of the business I was promoted three times to the level of Sr. Regional Sales Associate with responsibility for two top producing territories covering 8 states with a total goal of approximately $200 million. My success in this role granted me acceptance into the 2007 Associate Regional Vice President training program, where 10 of the top internal's out of close to 150, are trained for a year to transition into an External Wholesaler role.