Sunil Swami

Sunil Swami Email and Phone Number

Chief Investment Officer at Alerus @ Alerus
grand forks, north dakota, united states
Sunil Swami's Location
Greater Minneapolis-St. Paul Area, United States
Sunil Swami's Contact Details
About Sunil Swami

Dynamic, self-driven financial investment management leader with an MBA from MIT Sloan School of Management and experience guiding multi-billion dollar investments for and delivering advisory services to foundations, pensions, individuals, families and corporations. Astute analyst, strategic thinker and creative problem solver. Articulate and persuasive; skilled negotiator. Motivated high-performing teams and trained, supervised and managed staff. Expertise includes management of separately management accounts, collective funds, cash balance plans, bank balance sheets, individual securities and exchange traded funds. Member Board of Directors and Chairman of the Investment Committee at Children’s Theater Company.

Sunil Swami's Current Company Details
Alerus

Alerus

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Chief Investment Officer at Alerus
grand forks, north dakota, united states
Website:
alerus.com
Employees:
561
Sunil Swami Work Experience Details
  • Alerus
    Chief Investment Officer
    Alerus 2004 - Present
    Greater Minneapolis-St. Paul Area
    Instituted investment philosophy, strategy and processes to manage $8,000,000,000 in assets. Improved communication to and training of sales teams. Developed new products and enhanced portfolio customization. Created staffing model and recruited investment talent across the wealth management division. As a result, wealth management revenue rose from $4,500,000 in 2005 to $21,500,000 in 2021.Out-performed benchmarks consistently in client portfolios over the market cycle.Conducted sophisticated research and analysis of global equities, fixed income, real estate and macro conditions to formulate incisive and well-supported investment recommendations. Established quantitative and qualitative criteria for hiring, retaining, and firing managers Personally managed the largest institutional and high net worth client accounts; partnered with firms such as Goldman Sachs and Blackstone to offer alternative investment products.Supervised a staff of portfolio managers, analysts, investment advisers and operations personnel.
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  • Delphi Management, Inc.
    Equity Analyst
    Delphi Management, Inc. 2002 - 2003
    Boston, Ma
    Advised Delphi Management president and portfolio manager; boosted returns by adding holdings in healthcare, energy, consumer and industrial sectors
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  • Cliks2India.Com
    Chief Executive Officer And Member Of Board Of Directors
    Cliks2India.Com 2000 - 2001
    Nashua, Nh
    Spearheaded sophisticated market and financial analysis, strategic business / legal planning and operations management for start-up technology ventures. Identified and developed funding sources, prospective partners and key internal and external resources. Devised and catalyzed marketing and sales programs. Monitored key performance indicators and managed relationships.Launched Cliks2India.com’s unique online money transfer service and grew revenues by 50% monthly; brokered the sale of the enterprise to international private equity firms.
  • Formation Systems
    Project Director
    Formation Systems 1998 - 2000
    Southborough, Ma
    Secured a vital development partnership with a Fortune 500 firm for Formation Systems, and significantly improved sales of integrated product life-cycle solutions.
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  • Polaroid
    Managing Director: India Sub-Continent
    Polaroid 1991 - 1998
    Cambridge, Ma
    Turned around a money losing operation: cut costs 30%, enhanced revenues by 20% and established long-term growth strategy for the $20,000,000 business. (1997-1998) Implemented investment strategy for 11 markets in Asia, Latin America and Eastern Europe that increased sales by 11%, as Director of Emerging Markets. (1996-1997) Founded a new subsidiary in India and provided marketing and organizational direction that resulted in a compound annual growth rate (CAGR) of 60%. (1994-1995) Crafted the marketing plan for the $1,000,000,000 Consumer Imaging business, as Marketing Manager for Polaroid-USA. (1991-1993)
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Sunil Swami Skills

Asset Allocation Portfolio Management Risk Management Asset Management Investments Alternative Investments Equities Hedge Funds Financial Analysis Finance Wealth Management Fixed Income Financial Modeling Mutual Funds Valuation Financial Services Due Diligence Investment Management Investment Advisory Investment Strategies Strategy Financial Planning General Management Financial Markets Bloomberg Banking Business Strategy

Sunil Swami Education Details

Frequently Asked Questions about Sunil Swami

What company does Sunil Swami work for?

Sunil Swami works for Alerus

What is Sunil Swami's role at the current company?

Sunil Swami's current role is Chief Investment Officer at Alerus.

What is Sunil Swami's email address?

Sunil Swami's email address is su****@****rus.com

What is Sunil Swami's direct phone number?

Sunil Swami's direct phone number is +170179*****

What schools did Sunil Swami attend?

Sunil Swami attended Massachusetts Institute Of Technology - Sloan School Of Management, University Of Massachusetts, Amherst, Indian Institute Of Technology, Kharagpur.

What skills is Sunil Swami known for?

Sunil Swami has skills like Asset Allocation, Portfolio Management, Risk Management, Asset Management, Investments, Alternative Investments, Equities, Hedge Funds, Financial Analysis, Finance, Wealth Management, Fixed Income.

Who are Sunil Swami's colleagues?

Sunil Swami's colleagues are Kim Wassmund, Claire Carlson, Paige Martino, Janet Nelson, Mark Yahna, Annette Wanchena, Teresa Newland.

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