Jason Melillo

** ****** ******, ***********, ** *1752

Cell: 617-***-**** Email: abzc5s@r.postjobfree.com LinkedIn: http://www.linkedin.com/pub/jason-melillo/2/a51/800

SUMMARY OF ACCOMPLISHMENTS:

• Developed nearly 70 new relationships in first 6 months with PTS Asset Management. On track to meet or exceed $10 million sales target for the year.

• Piloted Sovereign Bank/Santander’s new private banking program for mass affluent retail clients. Consulted with top bank clientele in region to introduce bank’s investment management capabilities in addition to more traditional personal and commercial lending products.

• Exceeded 2011 team sales goal at Vaillancourt & Pescatore by helping to bring in $12.5 million in assets under management. Retained three “A” clients during market turmoil through education and clarification of needs and risk tolerance. Converted over $6 million to fee based business in 2011.

• While with BlackRock, routinely placed territory in top 25th percentile in open end fund business. One of top three in sales for $750 million initial public offering of Enhanced Equity Dividend Trust, at the time the largest of its kind. Consistently met or exceeded sales goals. Increased sales in Ohio/Indiana territory by more than 20% in 2006 despite reduction in territory size. Grew sales in 2007 by more than 30%. Maintained territory profitability with net positive inflows throughout 2008 despite market downturn.

• At State Street Research, designed and executed sales and marketing plan for underserved territory in St. Louis/Kansas City region, resulting in a more than twofold increase in sales to over $150 million within a three year time span.

EXPERIENCE:

PTS Asset Management, North Haven, CT (2012-Present)

Regional Sales Manager

• Regional wholesaler for third party asset manager. Develop new business and deepen existing relationships within the RIA and independent broker/dealer network in New England and New York state.

• Call on offices engaged in partnerships with third party money managers. Position and promote PTS strategies with these offices.

• Travel throughout territory on a regular basis to solidify and deepen relationships. Partner with advisors in client meetings and events when necessary.

• Conduct remote meetings via conference call or gotomeeting when appropriate.

• Create marketing material and manage monthly email campaign.

• Coordinate and meet with home office personnel to position the PTS brand and to deepen and strengthen relationship with the firm.

Sovereign Bank/Santander Securities, Sudbury, MA (2012)

Financial Specialist

• Consulted with top-tier bank clients in local region on optimal lending, investment and insurance solutions

• Identified bank clients who would most benefit from alternate savings strategies beyond traditional bank products and advised them on options within investment program.

• Assisted in the day to day operation on the bank branch in the absence of a permanent branch manager.

Vaillancourt & Pescatore Financial Group, L.L.C., Dracut, MA (2011)

Client Relationship Manager

• Liaison between advisors, strategic partners and clients for expanding financial group.

• Service, maintain and grow client accounts and relationships through proactive client outreach and by leveraging state of the art planning software to provide holistic, in-depth snapshot of clients’ financial picture.

• Prepare financial updates and proposals. Present various equity, debt and alternative investment strategies to existing clients and prospects.

• Create strategic alliances with wholesalers and providers from fund and annuity carriers in order to conduct product analysis and determine suitability for client base.

• Execute investment management agreements between clients and third party money managers. Build portfolios based on risk profile and suitability.

• Restructure investment solutions and insurance contracts for large segment of client base transitioning from accumulation to distribution phase.

New York Life Insurance Company / NYLIFE Securities, Waltham, MA (2009-2010)

Financial Advisor

• Entrepreneurial venture based on growing comprehensive investment and insurance planning practice for individuals and small business owners.

• Consulted with individuals and small business owners to identify needs and implement plans using appropriate insurance and investment products where needed.

• Conducted financial needs analyses for individual households. Presented appropriate protection and asset accumulation methods based on need, objective and given level of risk tolerance.

• Developed marketing strategy for greater Marlborough, MA area. Profiled business market in the region and identified those businesses most likely to have a need for products and services offered by company.

• Facilitated rollover of retirement assets. Constructed investment retirement portfolios based on client’s risk tolerance, age relative to retirement and other financial resources.

BlackRock, Boston, MA (2005-2008)

Advisor Consultant

• Developed business and served as primary home office point of contact for financial advisors within a defined geographic territory.

• Utilized needs-based selling to profile clients, identify opportunities, and to promote BlackRock-managed products with financial intermediaries at traditional brokerages, insurance companies, banks and independent broker/dealers.

• Developed and implemented business plans for territory using activity-oriented objectives in order to guide day-to-day priorities and to track progress against goals.

• Presented and promoted closed-end fund initial public offerings to underwriting syndicate. Routinely among top producing territories for new offerings.

• Managed client relationships through telephone, email and face to face visits. Used intelligent scheduling and calendar management in order to maximize client time and to ensure activity corresponds to territory priorities.

• Developed and maintained strong relationships and generated new sales through calling efforts and on site visits. Marketed an array of investment products including mutual funds, closed-end funds and separately managed accounts.

• Researched, analyzed and monitored trends within the industry in order to capitalize on market opportunities and to maximize competitive advantages.

State Street Research and Management Co., Boston, MA (1999-2004)

Regional Sales Representative (2000-2004)

• Developed business and served as primary home office point of contact for financial advisors within a defined geographic territory.

• Partnered with field wholesalers to implement and execute territory marketing and sales plan. Prospected for new business with brokers, consultants and investment advisors.

• Marketed and sold turnkey 401(k) product to targeted retirement plan producers. Partnered with advisors on client events and enrollment meetings.

• Led development of new customer relationship management database for mutual fund sales desk. Piloted new database through first set of iterations and conducted individual training for other team members.

• Acted as team leader and mentor for less experienced team members. Provided ongoing and training for new consultants and investor service team members making the transition from service center to sales desk.

PROFESSIONAL EDUCATION

Bachelor of Arts in International Relations, TULANE UNIVERSITY, New Orleans, LA

LICENSES & CERTIFICATIONS

Certificate in Financial Planning, BOSTON UNIVERSITY, Boston, MA

FINRA Series 6, 7, 63 and 65. Massachusetts Life Insurance license

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