Stephen Duff Email & Phone Number

Scottsdale, Az

Expert Consultation and Investment Product Development:• Spearhead consulting efforts to design and implement innovative investment and trust solutions, leveraging deep expertise in the financial sector.• Strategically conceptualize and craft distinctive investment products, aligning with clients' financial objectives and risk tolerance levels.Strategic Collaboration Across Financial Ecosystem:• Establish and maintain collaborative partnerships with a diverse range of stakeholders, including banks, insurance companies, mutual fund providers, wealth management firms, real estate lenders, RIAs, trust companies, and domestic and international distributors.• Facilitate seamless coordination and cooperation among cross-functional teams to ensure comprehensive service offerings and fostered mutually beneficial relationships within the financial industry.Tailor Investment Opportunities and Advisor Support:• Introducing JB Capital's specialized corporate and real estate lending funds to RIA and wealth advisors, providing a cost-effective, no-fee, no-load investment alternative that yields high monthly income returns for investors.• Collaborate strategically with Abacus Life and LMA to curate and deliver specialized alternative investment opportunities that deliver enhanced income, favorable upside returns, and robust downside protection, aligning with investors' financial goals and risk profiles.

Scottsdale, Arizona, United States

• Co-founded P2Strategies, a pioneering investment vehicle focused on optimizing returns for retail investors by effectively managing market volatility and minimizing downside risks.• Partnered with the esteemed Milliman Group to develop and implement robust risk management strategies, ensuring optimal distribution of investment solutions to financial institutions, insurance companies, and various asset management groups.

Scottsdale, Az

• Directed strategic offshore sales initiatives, streamlining operations from Mexico to Asia, collaborating with a diverse range of financial institutions. Implemented efficient processes resulting in increased sales and improved client relations.• Cultivated mutually beneficial partnerships with prominent financial entities including JP Morgan Chase, HSBC, Standard Chartered Bank, Wells Fargo, and select regional banks. Facilitated collaborations that enhanced market presence and broadened business prospects.• Supervised and coordinated a team of regional wholesalers across California, Texas, and various Asian markets. Strategically directed operations, optimizing sales, and fostering productive relationships to drive revenue growth.• Designed and delivered comprehensive training programs for HSBC regional managers, resulting in an exceptional $1.6 billion increase in sales within just 8 months from program inception. Demonstrated ability to inspire and educate teams for outstanding outcomes.• Engaged in extensive international travel, actively nurturing relationships and fostering connections across global financial hubs including Hong Kong, Singapore, Malaysia, Taiwan, and throughout the United States. Cultivated a strong network and gained valuable insights into diverse markets.

Houston, Tx

• Led strategic account management, new business development, and sales operations within the western U.S. division, overseeing and driving $1.3 billion in annual sales for both fixed and variable annuities.• Fostered and deepened relationships with key financial institutions, resulting in a significant uptick in proprietary fixed annuity engagements and substantial overall sales growth.• Designed and executed comprehensive training programs for platform representatives, significantly boosting annuity sales through enhanced product knowledge and sales skills.• Cultivated and expanded 35 crucial financial institution relationships through strategic new business development initiatives, notably securing Wells Fargo for our proprietary program.

• Led new business development and investment sales training• Contributed to the success of financial planning software division, MoneyGuide, which was later acquired by Envestnet.• Initiated a successful platform sales program at M&I Bank from inception, resulting in $45 million in annual sales.• Re-energized a dormant Provident Savings Bank, resulting in 80% increase in investment sales.

Merabank In Arizona

• Led comprehensive training initiatives for platform representatives at MeraBank, resulting in a remarkable achievement of generating over $45 million in annuity sales from inception through strategic sales coaching and guidance.

Phoenix, Az

• Hired and supervised a team of dedicated sales representatives across Arizona and Texas at MeraBank, successfully generating over $60 million in fixed annuity investments, building the portfolio from inception.

Bachelor Of Science In Business Administration, Accounting

Activities and Societies: Pi Kappa Alpha Fraternity

Education record