Andrew Reiss
Email: abp077@r.postjobfree.com
Address: **** ****** ******* *****
City: Yardley
State: PA
Zip: 19067
Country: USA
Phone: 917-***-****
Skill Level: Director
Salary Range: $150,000
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
Andrew N. Reiss
1288 Bridle Estates Drive
Yardley, PA 19067
917-***-**** (C)
abp077@r.postjobfree.com
Summary
Executive with a track record of successfully marketing annuities, mutual
funds, retirement plans and other financial products with investment advisers.
Professional Experience
American Independence Financial Services, New York, NY (03/11-Present)
Senior Managing Director, Head of Retirement Services
Sales/Marketing for distribution of AIFS mutual funds to DC Plans and Institutions
* Implemented sales agreements for retirement platforms.
* Developing business in retirement plans and the institutional marketplace
* DCIO focus of products and services, signed 20 new platforms
* Retirement Department generated 10% of annual sales in the first year.
New York Life Insurance Company, New York, NY (11/97-11/10)
Vice President, National Sales Manager
Manage sales for distribution of annuities and mutual funds to Banks and B/D`s
* Developed annuity sales group from inception to become number one in banks.
* Created infrastructure, trained and managed the entire sales force.
* Rate Watch committee member - biweekly review of annuity fixed rates.
* Since joining the firm, developed 350 selling agreements, launched ten new products, hired 66 people, raised $25B in assets and continually increased profits.
Cowen & Co., New York, NY (1/94-10/97)
Senior Vice President, Mutual Fund and Annuity Departments
Manage sales and marketing for proprietary and outside mutual funds and annuities sold through Cowen`s sales force and correspondent network.
* Established mutual fund and annuity marketing departments
* Created infrastructure to handle new business, including operations, administration, wholesaling, telemarketing, and sales and marketing material
development.
* Increased assets under management in Cowen products by 87%; annual sales by 446%; and sales of outside funds by 50%.
Advest Inc., Hartford, CT (2/89-12-93)
Sales Manager, Special Products
Managed four wholesalers and four telemarketers for Advantage Funds,
insurance, direct investments, and investment management products.
* Developed sales and marketing strategies in cooperation with product managers
Continental Equities, New York, NY (3/88-1/89)
National Sales Manager for Mutual Funds and Insurance
Responsible for the marketing and sales of six mutual funds.
* Hired and supervised marketing staff including a national sales force of 10 wholesalers and 10 telemarketers.
Met Life/State Street Investment Services, Boston, MA (6/86-3/88)
Vice President
Marketed mutual fund investments to all major and regional broker dealers in the Mid-Atlantic region.
* 1987-Generated $497 million in mutual fund sales
B & D Equities, New York, NY (7/83-6/86)
Vice President
Marketed oil & gas and real estate limited partnerships to broker-dealers.
* # 1 wholesaler out of ten in sales
Security First Group, Los Angeles, CA (2/80-7/83)
Regional Vice President
Marketed annuity and insurance products to broker-dealers.
* Managed four wholesalers in division.
Licenses/Affiliations
* Series 7, 22, 26, 63.
* Life and Health Insurance in NY and PA.
* Investment Company Institute
* International Association of Financial Planners.
* Insured Retirement Institute
* Bank Insurance Securities Association
Education
Alfred University, Alfred, NY, B.A.