Thomas Scanlan Email & Phone Number

Responsible for marketing/selling mutual funds to financial advisors throughout Washington DC, Maryland, and Northern Virginia; recruited to Hartford Funds in 2015 to initiate coverage in an underperforming territory.Focus firms include Morgan Stanley Smith Barney, Merrill Lynch, UBS, Deutsche, and RBC Wealth Management.Created and successfully implemented.

Wholesaled mutual funds, separately managed accounts, and ETFs to wirehouse financial advisors throughout Maryland and Washington DC. Focus firms included Merrill Lynch, Morgan Stanley Smith Barney, Wells, UBS, and RBC Wealth Management. Responsible for marketing both Allianz and PIMCO funds from 2006 until 2009.Served two years on the Wholesaler Advisor.

Responsible for wholesaling Invesco’s separate account management to the major wirehouses and regional broker-dealers.Focus firms included Merrill Lynch, Smith Barney, Prudential, Legg Mason, and Paine Webber.Achieved net sales of $170 million in 2002.Ranked top 10% of all Invesco Regional Directors, and #1 for seminars in 2000.Production in net sales was.

Responsible for marketing/selling the Guardian Park Avenue Funds and the Guardian Investor Annuity.Primary focus firms included Smith Barney, Paine Webber, Wheat First, Legg Mason, Alex Brown, and IM&R.Coordinated seminars and sales training for approximately 500 Guardian agents in the Mid-Atlantic and South regions.Added over 400 new clients increasing.

Responsible for wholesaling Fortress and Liberty mutual funds to the broker-dealer community throughout territory.Focus firms included Merrill Lynch, Smith Barney, Prudential, A.G. Edwards, Paine Webber, Legg Mason, Ferris, Janney, and IM&R.Conducted seminars on a regular basis concentrating primarily on utility, government, and corporate bond.

Marketed/sold cash management products to individuals, corporations, and pension funds.Worked closely with senior management and the American Gas Association to introduce the only publicly traded mutual fund that invested exclusively in the natural gas industry.

Developed and implemented strategies in connection with the wholesale marketing division.Extensive wholesaling experience on a national basis; concentrated on the Northeast and Midwest regions.

Responsibilities included managing customer accounts, both retail and institutional, to ensure efficient operation.