Manager Vice President

Firouzeh etebar

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

Address: Clifton, NJ

City: New York

State: NY

Zip: 10018

Country: USA

Phone: 973-***-****

Skill Level: Director

Salary Range: $110,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

Firouzeh R. Etebar

41 Lenox Avenue Clifton, NJ 07012 Mobile: 973-***-**** ********@*****.***

Profile

Accomplished Relationship Manager with over 15 years' experience developing and building strong partnerships with clients and colleagues and exceeding profitability targets. Specific areas of strength include:

* Consultative Selling

* Designing & Marketing Client Solutions

* Cross-selling Products and Services

* Strategic Planning

* Contract Negotiation

* P&L Management and Pricing Strategies

Professional

National Financial Services LLC, New York, NY 1999 to 6/2012

A Fidelity Investments Company

Vice President and Relationship Manager

Acquire, retain and develop institutional client relationships, including Registered Investment Advisors and full-service broker dealers. Responsible for annual firm revenue of $25 million

* Exceeded profitability goal by 20% in a negative market environment

* Effectively cross-sold products and services, including 401(k) plans, Trust and RIA business. Examples: improved managed account platform penetration, resulting in 10% increase in asset base; influenced two existing clients to build RIA businesses - both sides of business now on NFS/Fidelity platform

* Adept at generating and closing referral business. Generated ten new client referrals between 2008 and 2011 with an 80% conversion rate

* Introduced clients to potential merger/acquisition partners resulting in 90% M&A success rate

* Spearheaded efforts to design and develop international platform from 2009-2011. Converted 90% of book to new platform

* Partnered with clients on short- and long-term strategic plans to ensure initiatives met client needs. Example: developed plan to expand client's trust business by providing a platform to reduce brokerage execution costs and allowing client to focus on core business

* Designed marketing strategies to attract additional opportunities within top-tier securities firms. Example: developed retirement account fee-waiver campaign for client. Results: increased AUM by 10%

* Successfully negotiate mutually beneficial client contracts, managing client pricing while increasing P&L

* President Club member: 2005, 2006, 2009 & 2010

Pershing LLC, Jersey City, NJ 1993 to 1999

Vice President and Account Manager (1995-1999)

Managed three institutional client relationships with P&L of $45 million, formulating short- and long-term strategic plans and resolving ongoing business issues

* Increased client revenue an average of 77% per year from a base of $11 million

* Cross-sold products and services, including front-end trading systems, market data services and managed accounts. Results: sales of managed account products resulted in one-year 14% AUM increase

* Facilitated development of new front-end application, providing guidance on product design, liaising with clients for application reviews, and coordinating functionality testing

Assistant Vice President and Conversion Account Manager (1993-1994)

Managed 6-person team responsible for external client conversions to Pershing

* Developed and implemented real-time trading system and built interfaces between external vendors and Pershing systems to accommodate correspondents' needs

* Created training materials for correspondents on Pershing systems, policies and procedures

Professional (continued)

Automatic Data Processing, Inc., Jersey City, NJ 1992 to 1993

Product Manager (1992-1993)

Senior Conversion Specialist (1991-1992)

* Coordinated development of a multi-currency feature for in-house portfolio system

* Developed and managed staff training for 80 branches

* Managed Hotline team addressing post-conversion issues

Banker's Trust Company, New York, NY 1987 to 1991

AVP and Product Manager

* Proposed, developed and marketed new product line for Wall Street Account division. Results: increased AUM 20% by introducing comprehensive asset management services

* Managed $20 million margin loan portfolio, representing 400 accounts

* Member of Private Bank Strategic Planning Committee

Licenses and Affiliations

* FINRA Registered Representative, Series 7 and 63

* FINRA General Securities Principal, Series 24

* Real Estate License

Education

Drew University, Madison, NJ

M.A., Major: International Relations

Susquehanna University, Selingsgrove, PA

B.A., Major: Political Science

Firouzeh R. Etebar Page Two 973-***-**** ********@*****.***

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