Scott Gawrych Email & Phone Number

New York, NY, US

• Provided leadership as well as strategic and tactical direction to a team of 12 inside sales associates to generate breakaway broker (BAB) and RIA leads for the National Sales team across the country.
• Awarded President’s Club prize for top performance in sales in 2016, 2017, 2018, 2019, 2020.

Jersey City, NJ

New York, NY

• Partnered with Senior Sales Directors in the Midwest and Mountain regions to grow mutual fund and sub-advisory assets by approximately 140% year-over-year from Jan. 2012 to Jan 2013.
• Raised over $1 billion in assets in 2 sub-advisory products (Multi Asset & Global Tactical Asset Allocation) through Prudential’s variable annuity platform from July 2008 to December 2012.
• Established and maintained consultative relationships with a focused set of financial advisor and private bankers from RIA’s, broker/dealers (Merrill Lynch, UBS, Morgan Stanley) and trust banks.
• Collaborated with marketing to develop product agnostic, value-added collateral to complement our core marketing materials.
• Conducted competitive analysis (quantitative & qualitative) and model portfolio creation for Schroders’ fixed income, international equity and alternative/absolute return strategies.
• Traveled within the territories (15-20%) to increase Schroders’ brand awareness through on-site presentations of key firm & product attributes.

• Partnered with Separately Managed Account (SMA) Specialists to exceed sales goals of affiliated SMA products by approx. 37% in the Northeast and Great Lakes territories (25 states)
• Created & managed relationships with a focused group of senior financial advisors from major wirehouses (Morgan Stanley Smith Barney, Bank of America Merrill Lynch, UBS, etc.)
• Researched and analyzed proprietary and competitor SMA portfolio data (performance, MPT statistics, stewardship) using Zephyr StyleAdvisor and MorningStar Direct
• Built an analytical tool which provided stock overlap analysis for prospective clients

• Consistently ranked in the 1st quartile (out of 16 consultants) in sales, reports & outbound calls.
• Proactively communicated timely sales ideas that increased revenue within the Eastern and Southeastern Regions (8 states) across the AdvisorOne, Access, Fund Solution, Vision, Personal Portfolio, Managed Futures.
• Created client proposals using Planned Sponsor Network (PSN), Morningstar Principia and Thompson Financial InvestmentView Hypothetical II.
• Generated Business Intelligence System (BIS) and Financial Advisor Sales Tools (F.A.S.T.) reports to exploit revenue generating opportunities within advisors’ existing books of business.

• Developed asset allocation strategies and client proposals for/with Financial Advisors.
• Trained Morgan Stanley financial advisors on the Mutual Fund SMA systems.
• Responsible for the training of new specialists and innovated the first specialists’ training manual.

Mba, Finance, Corporate Finance

Ba, Psychology

Activities and Societies: Varsity Ice Hockey; Varsity Tennis