Victoria Bryan Email and Phone Number

 Key individual responsible for client relationship coverage on 15+ firms across major wirehouse and independents. Represent Morgan Stanley, Eaton Vance, Calvert and Parametric product suite  Execute on product opportunities to strengthen partnership and coordinate distribution efforts at major firms  Lead communication changes on existing products and ensure ongoing support is received to clients on our strategies  Conduct due diligence and fund manager updates to client home office analysts in liaison with our portfolio managers  Implement targeted marketing campaigns to promote sales in coordination with marketing  Provide sales, assets and performance data to clients, along with attending sponsorship conferences

 Serviced a team of ~22 employees covering client relationships across wirehouse, independent, bank trust, custody & clearing and portfolio strategy consultants  Owned integration projects that combined processes into an efficient streamlined solution (AUM $500M to $1T in AUM). Actively involved in two acquisitions (Eaton Vance & E*TRADE) that directly impacted the organization.  Prepared senior leadership quarterly strategy reports, aggregated data analysis and reported sales metrics to leadership on each entity (Eaton Vance, Morgan Stanley, Calvert)  Drove business administration support which included preparing annual sponsorship budgets, distributing key account newsletters, submitting client due diligence questionaries, and owning key pipeline trackers

 Supported Wealth Advisory sales channel (external & internal wholesalers) across wire, independents and alternatives  Owned strategic projects which included analysis of competitor funds in Morningstar and daily positioning reports  Partnered with sales teams, marketing and investment teams on sales initiatives, campaigns and digital communications to drive sales and engagement. Coordinated firm events, roadshows, sales meetings and off-sites  Leveraged technology and sales management teams in maintenance of sales reporting, CRM and business analytics

Responsible for delivering respectful, consistent and courteous service and accurate information related to Yankee Stadium’s amenities, policies and to the NYY history and traditions during all baseball games and all major non-baseball events affiliated at the Stadium.