Manager Sales

William Camelio

Email: *********@********.***

Address: ** ***** **.

City: Wallingford

State: CT

Zip: 06492

Country: USA

Phone: 203-***-****

Skill Level: Experienced

Salary Range: 70

Primary Skills/Experience:

See Resume

Educational Background:

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Job History / Details:

William A. Camelio

61 Elika Rd Wallingford, CT 06492 *********@********.*** 203-***-****

EDUCATION

Northeastern University October 2011-Present

D`Amore-McKim School of Business

Masters of Business Administration: Finance

Merrimack College September 1997-May 2002

Gerard School of Business

Major: Finance Minor: Political Science

Co-op Student: Fidelity Investments, Mellon Bank, and Putnam Investments

RELEVANT EXPERIENCE

Segal Rogerscasey

A global investment solutions firm which provides in depth investment consulting to corporate and public retirement plans, endowments, foundations, and financial intermediaries

Sr. Associate November 2010-Present

* Serve as a consultant for institutional clients with total assets in excess of $15 billion. Clients include Honeywell, Kimberly Clark and Amphenol

* Work closely with senior management in designing client portfolios and client presentations

* Responsible for managing client expectations and delivering high quality client reports on a timely basis

* Responsible for management and timely completion of investment structure reviews to assess risk/return potential of various asset classes relative to the clients` investment structure

* Liaise with clients and collaborate with internal research group to conduct manager searches and implement changes to clients` investment portfolio

* Conduct due diligence meetings with asset managers

* Author client ready memos on a variety of topics

* Oversee accounting process and verify accuracy of deliverables such as performance reports and market commentaries

* Present the aforementioned reports at monthly, quarterly and annual Investment Committee meetings

Senior Analyst April 2010-November 2010

Analyst November 2007-March 2010

* Responsible for generating reports utilizing PARis, Investworks, Bloomberg, and BARRA analytics to facilitate evaluation of manager skill and value addition through sector, stock selection, and risk exposures

* Produce fund returns through fund accounting on a monthly basis and produce composite returns

* Generate monthly and quarterly performance reports for presentation to the clients` Investment Committees

* Oversee the training and development of new analysts

Prudential Investment Management Services

A fortune 500 company which provides investment and income solutions for public, private, and nonprofit organizations and their employees

Investment Specialist September 2005-August 2007

* Educated and counseled individuals taking distributions from their defined benefit and defined contribution retirement plans

* Led sales team department in November of 2006

* Helped team meet 2006 sales goals of $700mm

Participant Service Representative January 2004-April 2005

* Responded to telephone inquiries for 401k, Pension, and Non Qualified plan participants

* Analyzed participants needs and options and assisted in implementing an action plan

* Assisted in the training of new representatives and enhanced the learning tool by creating various spreadsheets

Electric Insurance Co.

A General Electric company which is a national writer of personal insurance products

Licensed Insurance Specialist June 2002-January 2004

* Reviewed and analyzed property and casualty insurance with existing customers

* Recorded first report claims and claim process with individuals

* Trained and mentored new representatives

Additional Skills: Proficient in Excel, Word, PowerPoint, Bloomberg, PARis, BARRA, and Investworks. Excellent written and verbal communication skills

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