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.• Developed and implemented an onboarding process and training manual for new Internal Directors which included product training, mock presentations and call coaching.

• 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, Structured Products, and Insurance platforms.• 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