Tiffany Anderson Email & Phone Number

Austin, TX, US

New York, New York, US

Helping Asset Managers and Wealth Managers become more efficient in growth and distribution.

Berwyn, Pennsylvania, US

• Sales and Relationship Manager role focused on increasing wallet share through deeper Broker/Dealer client integration into Envestnet’s Ecosystem of offerings.
• Support 10 firms that use either the full Envestnet ecosystem or just the technology and provide solutions of different exchanges that plug into the ecosystem, ultimately solving the historic problem of needing to.
• Upsell Envestnet clients to strengthen relationship connectivity through products such as the Asset Manager models, Exchanges, High Net Worth offering, Tax overlay Services, and more.
• Recently sold 3 of Envestnet’s highest revenue driving solutions by having in-depth product knowledge on top revenue producing products, presenting them to home offices and Broker/Dealers, and incorporating in Subject.

Berwyn, Pennsylvania, US

• Responsible for bringing awareness and increasing adoption of PMC FSP models, Tax Overlay, Direct Indexing, HNW solutions and Exchanges to our Top BD relationships.
• Worked with Envestnet Strategic Relationship Managers to solicit Envestnet clients on PMC models and solutions.
• Assisted with $4B model conversion of legacy MF portfolios to ETF portfolios across all Envestnet Broker/Dealer clients.
• Provided quarterly updates and resources to Envestnet clients using our PMC models.

Concord, California, US

• Sales and Relationship Management role focused on enhancing AUM and new advisor growth with top Enterprise and stakeholder relationships.
• Responsible for building out the new support channel encompassing Super OSJ’s, Hybrid RIA’s, and RIA’s for growth within AssetMark supporting our largest Enterprises.
• Provided strategic account support to over 50 Enterprise firms and a collaboration with many internal teams to facilitate sales and growth opportunities.

Glastonbury, CT, US

• Business Development and Relationship based role focused on increasing distribution at all of Symmetry Partners affiliated BD and platform partners.
• Responsible for primary lines of distribution for a $8B Asset Management firm.
• Maintain expert level product knowledge to provide consultative selling to grow the footprint and distribution of models through campaigns, speaking engagement, relationship management, and providing solutions for 40.
• Created awareness of Symmetry Models through collaboration with internal sales, home offices, and strategic alignment of other vendors and resources through communication and proactive engagement.

Glastonbury, CT, US

• Relationship management and Business Development role focused on growth of assets and finding new lines of distribution.
• Managed relationships through continuous communication and in person meetings driving toward deliverables to help create visibility accomplished through coordination of regional events, marketing campaigns, conference.
• Managed a number of high profile relationships with over $6B in Assets Under Management.

Austin, Texas, US

• Provided assistance to External Wholesalers in increasing the sales of Innealta Capital portfolios through proactive outbound calls, scheduling appointments, providing web overviews and more.
• Internal sales role primarily focused on increasing assets to Tactical ETF manager, Innealta Capital, and the suite of portfolios along with providing support to regional external sales teams.
• Serviced all inbound calls and made proactive outbound calls for Western US.

Responsible for recruiting registered representatives and creating brand recognition for mid sized independent broker/dealer through prospecting, cold calling, mailing campaign's, attending local association meetings, conferences, etc.

Austin, TX, US

Served as recruiter and relationship manager representing the broker/dealer to all of National Financial Partner's distribution channels.

Austin, TX, US

Austin, TX, US

Austin, TX, US

Developed Business Development division within 1st Global that implemented strategies to help grow the production of licensed CPA's of the organization.