Tom Scarrone

Tom Scarrone Email and Phone Number

Vice President- Models Client Advisor at JP Morgan Asset Management @ J.P. Morgan Asset Management
new york, new york, united states
Tom Scarrone's Location
Long Branch, New Jersey, United States, United States
Tom Scarrone's Contact Details

Tom Scarrone personal email

n/a
About Tom Scarrone

Hybrid WholesalerSeries 7 NASD Securities LicenseSeries 63 Securities LicenseSeries 65 Securities LicenseAladdin Risk AnalyticsFuture Advisor Digital Platform Consultative Selling Portfolio ConstructionDocumented track record for meeting and exceeding aggressive revenue goals and objectives. Proficient at establishing business relationships. Skilled at hands-on multi-task project management and problem solving. Experience backed by BA degree in Economics, continuing sales and financial training and community service.

Tom Scarrone's Current Company Details
J.P. Morgan Asset Management

J.P. Morgan Asset Management

View
Vice President- Models Client Advisor at JP Morgan Asset Management
new york, new york, united states
Website:
jpmorgan.am
Employees:
4066
Tom Scarrone Work Experience Details
  • J.P. Morgan Asset Management
    Vice President/Model Portfolio Specialist
    J.P. Morgan Asset Management Dec 2021 - Present
    Jersey City, New Jersey, United States
    Content is intended for institutional/wholesale/professional clients andqualified investors only (not for retail investors) as defined by local laws andregulations. J.P. Morgan Asset Management is the brand for the assetmanagement business of JPMorgan Chase & Co. and its affiliates worldwide(collectively “JPM”).Opinions and comments may not reflect those of J.P. Morgan or its affiliates.Content is intended for US audience only, and should not be considered arecommendation or endorsement by JPM for any product, service or strategyspecific to any individual investor’s needs. Posts relating to J.P. Morgan Fundsare for informational purposes only, not a specific recommendation/solicitation ofJ.P. Morgan Funds, investors should ensure they understand key risks andconsult a retail financial representative before making any investment decisions(including investing in a Fund or strategy).JPM does not provide tax or legal advice, and will not accept orders viamessaging systems. JPM is not responsible for third-party posted content.Experience, skills, awards or Rankings are not indications of future results."Likes", "Favorites", shares or similar functionality should not be considered anendorsement of JPM products or services. Additional disclosures and importantinformation, can be found here: https://am.jpmorgan.com/us/en/assetmanagement/per/site-disclaimer/
    View
  • Blackrock
    Model Portfolio Specialist/National Model Specialist Of Year 2019
    Blackrock Jan 2019 - Dec 2021
    Princeton, New Jersey
    Sell BlackRock Managed Model Portfolios to Financial Advisors in the Independent Channel. Primarily work with Envestnet firms like Mass Mutual, Park Avenue, NY Life,and LPL advisors using MWP platform. Covering New York City, Long Island, Connecticut, eastern NY, Western Massachusets, and Vermont. • #1 in Gross Sales nationally for 2020.• Exceeded sales goal for 2020.• Model Portfolio Specialist of the Year 2019• Exceeded Sales goal for 2019.• #1 in Gross Sales for Model Portfolios 2019.• #1 in Summer Sales Competition selling the most ESG Managed Models and Multi Asset Income model portfolios• Veteran sales leader on model specialist team bringing invaluable experience and expertise to the team daily. Travelled extensively in territory establishing relationships with centers of influence.
    View
  • Blackrock
    Digital Wealth Associate
    Blackrock Jan 2017 - Jan 2019
    Princeton, New Jersey
    View
  • Blackrock
    Wholesaler
    Blackrock Aug 2011 - Dec 2016
    Princeton, Nj
    • 2016 #3 in sales for Wire Channel with over 600mil in active sales.• 2016 #1 in PPM SMA sales for Wire Channel• 2016 #1 in Multi Asset Income sales • 2016 Summer of Muni campaign #1 Muni SMA Sales, July, and August• 2016 Summer Sales Pitch contest #2 for entire wire channel.• 2016-Multiple wins leveraging BlackRock proprietary Aladdin risk analytics. Proficient at using Aladdin Portfolio Builder.• 2015 Exceeded sales goal by focusing on strategies that work well in volatile markets: Multi Asset Income, Strategic Income Opportunities, Global allocation, iShares Minimum volatility suite of ETF’s.• 2015 #2 in sales for all wire house territories.• 2015 #1 in sales for Central Division wires. • 2014 exceeded sales goal.• 2013 exceeded sales goal. • Doubled our goal for Alternative Investment funds for 2013.• 2013 BIT closed end offering placed 7th nationally. • 2012 Global Allocation Lift winner Q1(+119%), and Q2(+75%).• Global Allocation NCAA bracket winner 2012• Set goal for 2012 to increase Muni fund business- Result- Increased California muni business 702% from 2011. Increased National Muni business 100%• BTT closed end offering #2 in West Division raising $33 million.• 2012 increased PPM business by 34%.
    View
  • Legg Mason
    Wholesaler
    Legg Mason 2008 - Aug 2011
    Quickly developed relationships with top Financial Advisors in New York City. Proficient at closing business, and increasing sales as illustrated by the following transactions: Consultative Selling• #3 in sales nationally for 2009, 28% ahead of sales goal.• Top quartile for largest IPO in Legg Mason’s history. CEM, Clearbridge Energy MLP, raised $55 million in Manhattan Territory, $35 million over goal for $1.2 billion dollar raise. Placed number 7 nationally out of 28 territories.• Increased 2010 sales 58% at Merril Lynch.• #2 in Sales nationally for 2010.• #1 in Separately Managed Account sales nationally for 2009.• Exceeded sales goal for successful GDO closed end launch by 160%. Placed in top 5 nationally for $315 million dollar raise.• Sold $5,ooo,ooo Short Duration municipal bond strategy to Park Ave. advisor after long discussion at client dinner. • Arranged several conference calls with Portfolio Manager for mid-town advisor with large investor. Sold $7,000,000 of Short Duration municipal bond strategy.• Expanded business with Bank of America in LMP funds. Coordinated meetings with complex manager, resulting in $3,000,000 in new business in just 4 months.• Closed $4,000,000 Gov/Corp SMA selling Financial Advisor, creating a comfort level through Product Specialist conference call.
    View
  • Scarrone Consulting
    Consultant
    Scarrone Consulting Jan 2000 - Jan 2005
    Started-up and grew cost saving and contracted services management consulting practice geared to retailer chains such as Duane Reade, The Wiz and ShopRite. Business Start-Ups: Created an S-Corporation and created a home office for independent management consulting practice. Developed a website, created a prospect database, and implemented a lead generation marketing program. Result: Built a $200,000 annual income stream in less than twelve months.Sales & Marketing Plans: Developed and implemented a Sales & Marketing Plan to systematically grow business. Focused on direct mail and marketing including brochures and postcards followed by phone calls and appointments. Result: Met and exceeded industry standards for appointments and closed sales.Consulting Projects: Performed Operations Review for Duane Reade Pharmacy (DRP) as part of a cost cutting efficiency program. Negotiated on DRP's behalf with vendors. Result: Saved DRP over $600,000 annually earning additional consulting business.
  • Tradition Financial Services
    Manager Currency Options Desk
    Tradition Financial Services Jan 1989 - Jan 2000
    Assumed positions of increasing responsibility starting as Currency Options Broker and progressing to Senior Currency Options Broker, and culminating in position as Manager Currency Options Sales where directed activities of team of 13 responsible for over $500,000 per month in sales for global interbank broker of commodity options.Consultative Selling: Sold a 2-year Deutschemark options contract worth $2 billion to First Chicago Bank. Focused sales proposal and presentation on needs analysis, trust and confidence established over 9 years. Result: Won biggest single contract in Tradition's 13-year history.Key Account Management: Developed and maintained long-term relationship with Swiss Bank Corp., the largest currency options traders in the world. Provided close support including frequent trips to Swiss Bank's Chicago headquarters. Result: Built account business to over $1 million in commissions per year.Sales Training: Trained new Currency Options Brokers. Worked on one-on-one on-the-job basis over 6-month period through 3 stages of broker development. Result: Increased new Broker productivity 15% during their first year.Sales Promotion Events: Established and implemented client entertainment schedule for key account relationship building. Hosted clients and their Brokers at dining, sports and cultural events. Result: Improved client satisfaction and retention cementing business relationships.Budgets/P&L/Forecasts: Developed and monitored revenue forecasts reflecting current sales goals and historical revenue stream. Compared revenue to expense monthly and made appropriate adjustments. Result: Consistently maintained acceptable E to R and ROI.
  • Banque Francaise Du Commerce Exterieur
    Assistant Vice President Money Markets
    Banque Francaise Du Commerce Exterieur Jan 1987 - Jan 1989
    Traded Eurodollar futures and managed Commercial paper program to fund corporate loans. Worked effectively during Stock Market Crash exceeding profit expectations. Traded Fed Funds and managed Eurodollar cash book.
  • Hsbc
    Money Desk Manager
    Hsbc Jan 1983 - Jan 1987
    Responsible for funding entire North American corporate loan book. Traded Fed Funds, Yankee CD's, Eurodollar deposits, and Bankers Acceptances. Economist for entire trading room, analyzing data and relaying information to Foreign Exchange dealers. COMMUNITY ACTIVITY
    View

Tom Scarrone Skills

Mutual Funds Series 7 Portfolio Management Series 63 Finance Equities Trading Bonds Options Strategy Banking New Business Development Separately Managed Accounts

Tom Scarrone Education Details

Frequently Asked Questions about Tom Scarrone

What company does Tom Scarrone work for?

Tom Scarrone works for J.p. Morgan Asset Management

What is Tom Scarrone's role at the current company?

Tom Scarrone's current role is Vice President- Models Client Advisor at JP Morgan Asset Management.

What is Tom Scarrone's email address?

Tom Scarrone's email address is to****@****ock.com

What schools did Tom Scarrone attend?

Tom Scarrone attended University Of Delaware, Rumson Fairhaven Highschool, University Of Delaware.

What skills is Tom Scarrone known for?

Tom Scarrone has skills like Mutual Funds, Series 7, Portfolio Management, Series 63, Finance, Equities, Trading, Bonds, Options, Strategy, Banking, New Business Development.

Who are Tom Scarrone's colleagues?

Tom Scarrone's colleagues are Olivia Schubert, Heather Kisinger, John Tierney, Lynn Ling, Santosh Khot, Cfa, Parth Maheshwari, Adam Gilbert, Cima®.

Not the Tom Scarrone you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.