Digital Marketing Business Development

Ira Baron

Sales Management Executive

949-***-**** ● Saint Augustine, FL

ad3bjj@r.postjobfree.com

Dynamic and seasoned professional with extensive experience in leading high-performing teams and driving exponential growth. Proven success in devising productive strategies, augmenting digital/marketing platforms, and nurturing strong relationships with financial advisors, distributors, and key partners. Adept at creating wealth for investors, fostering positive impact on society, delivering innovative solutions, and contributing to launch of new products and tactics. Expert at streamlining process workflows, identifying new opportunities, expanding market reach, evaluating performance outcomes, and achieving organizational goals. Instrumental in providing exceptional client service, staying abreast of current industry trends, and promoting brand consistency.

Areas of Expertise

● Strategic Planning & Execution

● Risk Assessment & Mitigation

● New Business Development

● Continuous Process Improvement

● Revenue Growth Optimization

● Budgeting & Forecasting

● Firm Compliance & Regulations

● Staff Training & Development

● Client Relationship Building

Professional Experience

Eaton Vance / Morgan Staley, Boston, MA

Managing Director - East Coast Management (FL, GA, MA, MS, MI, OH, LA, HI)

2000 – 2023

Oversaw initiation of inclusive team training and growth programs for cultivating culture of continuous improvement. Fostered impactful relationships with partners to drive collaboration and mutual growth. Implemented thorough review of all submitted reports by wholesalers to recognize outstanding performance and proactively address issues. Provided oversight for initiatives to boost mutual fund and annuity, CEF, SMA, AI, and high net worth strategies, along with leveraging market insights and tailored approaches. Supervised successful initiatives for driving substantial growth in various financial strategies and market segments. Devised meticulous budget management strategies to streamline financial operations and optimize resource allocation.

Demonstrated innovative market penetration and growth strategies by developing successful approaches to drive substantial increases in CEF sales.

Raised significant growth in CEF sales for enhancing market penetration and contributing to overall business expansion.

Achieved efficient and strategic territory sales management, contributing to increased revenue and market presence.

Analyzed problematic situations and occurrences for devising solutions to ensure company survival and growth.

Enforced company policies and legal guidelines throughout organization to promote transparency.

Directed dynamic team of 15 Wholesalers to orchestrate day-to-day territory sales.

Led recruitment processes to optimize team composition for peak performance.

Additional Experience

Head of Mutual Fund and Annuity, Prudential Securities, Southern California

External Wholesaler (Mutual Funds and Annuities), Putnam Investments, Southern California

Head of National Sales (Mutual Funds and Annuity), Prudential Securities, New York, NY

Internal / External Mutual Fund and Annuity Wholesaler, Prudential Securities, Dallas, TX San Diego, CA

Education & Credentials

Dekalb Junior College, License Series 6, 7, 24, 26, 63, 65, and 79

Affiliations

Member, FINRA/SIPC at Eaton Vance

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