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..

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.

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.