Top producing Sales Director, who helped build out Interos' sales strategy and target market. Worked closely with the Product Team to align our solution to our prospect's needs.

Asset Management thought leader focusing on enterprise sales and business development for our buy-side channel. Responsible for overseeing all aspects of the consultative sales process focusing solely on new business. Work closely with executive leadership to ensure that our products and goals are aligned with our clients.

Oversee our enterprise sales cycle from inception to conclusion.Responsible for researching, analyzing and obtaining prospects with the intention to uncover new business opportunities.Perform an in-depth gap analysis on the prospect’s operations in order to properly position our services.Prepare and deliver detailed presentations to the prospects senior management team (SVP and higher) highlighting the benefits of our solution.Draft and distribute a comprehensive proposal to the firm’s executives (typically C-level).Examine the surrounding legal documents with our legal team.Maintain our CRM records for all of the lines of business that fall under my supervision;(Asset Management, Mutual Funds, Hedge Funds, Registered Investment Advisors, and 529 College Savings Plans).Conduct internal meetings with other department heads to discuss the strategic direction of our firm.

Sole person responsible for opening up the Boston location to expand the firms consulting engagements. Performed market analysis on all of the top financial firms located in the Boston area. Leveraged this knowledge to engage these firms in consulting arrangements that lasted between 6 months and 2 years. Required to understand the inner workings of the following divisions within a large financial institution: Investment BankingCorporate BankingCapital MarketsMarketingOperationsComplianceTechnologyAccounting

Managed ten wholesale Account Executives and Administrators. Hired new Account Executives and support staff. Developed and presented relevant sales presentations for customer base. Drove production through ongoing training of sales force, customer events and production linked contests. Directly responsible for business development, customer management, training, cost management, profitability and revenue growth. Increased Wachovia’s market share annually by delivering the highest level of service to customer base. Successfully maintained personal production level while managing sales force.Ranked #1 in New England for sales volumes 2007 & YTD 2008.Successfully managed staff through 100% change in product line while maintaining #1 Ranking.Chosen to conduct group presentations for as many as 300 potential customers and sales orientations for 30-40 new hires.

Strategically planned with a Regional Sales Director for New Jersey to build relationships with advisors and increase sales in equity and fixed income mutual funds, variable annuities and qualified retirement plansAnalyzed competitors' returns and portfolio characteristics, then disseminated information to peers in both written and oral format as a means to improve sales process and identify market opportunities Managed 8 people for a 401(k) resource group. Performed market analysis of competitive plans and outlined sales efforts.Increased year over year annuity, mutual fund, and 401k sales in 2006 by 20% to $60 million in Central and Northern New Jersey territory (#4 in the company)Expertise using Morningstar Principia, Morningstar Direct, Thomson Financial software for competitive fund research and attribution analysis