Sign in

Director, Business Development

New York, New York, 10028, United States
May 16, 2018

Contact this candidate



Accomplished, versatile, and top-producing professional, equipped with broad-based experience in sales and relationship management. Adept at overseeing and managing teams, handling various projects, and developing and implementing sales initiatives to achieve goals and objectives and improve sales performance. Known for strong work ethic and professional demeanor; capable of building and maintaining relationships with all levels of professionals. Proficient with Microsoft Office Suite (Word, Excel, and PowerPoint), and Bloomberg.

Core Competencies

New Business Development Strategic Planning Relationship Building Product Marketing

Sales Campaign Team Supervision Client Service and Satisfaction Contract Negotiation

Project Planning and Implementation Organizational Leadership and Development


The Bank of New York Mellon, New York (2004–Present) – Markets Division

Managing Director Business Development BNY Mellon Capital Markets LLC, New York, NY 2017–Present

Apply excellent negotiation skills in selling proprietary electronic web-based repo trading platform to institutional clients across all industry segments

Develop and execute targeted sales campaigns for executive-level clients and clients’ trading desks

Establish partnerships with internal teams on client growth and initiatives

Notable Accomplishments

Led US sales in launching platform in 2018

Capitalized on industry skills in learning new financial product and platform

Acquired knowledge on how to demo new platform, showing benefits and encouraging clients to join

Managed outreach to over 250 clients and performed demos to C-Suite and traders

Managing Director Sales and Relationship Management 2012–2016

BNY Mellon Capital Markets LLC, New York, NY

Sold global markets business which included equities, ETFs, fixed income, derivatives, underwriting, and origination to institutional clients across all industry segments

Introduced solutions base sales strategy to meet the needs of clients

Led the planning of targeted sales campaigns while coordinating with product sales specialist for comprehensive solutions

Steered efforts in conducting enterprise training on products

Directed a team of senior analysts in providing client and segment assessment to business development

Functioned as committee member for sales and revenue council, responsible for pipeline, business at risk, and overall sales efforts for global markets

Notable Accomplishments

Drove efforts in producing $2M in new revenue in 2015 and 2016

Took charge of cross-selling market business including FI, EQ, and FX that contributed to over $25M in new annual revenue from 2012 to 2016

Vice President Relationship Manager BNY Mellon Capital Markets LLC, New York, NY 2009–2011

Applied outstanding negotiation and communication skills in selling Capital Markets business including Equities and Fixed Income

Developed internal and external product training and marketing materials as well as monitoring systems of referrals and pipeline

Exemplified effectiveness in building internal alliances and leading cross sell effort within the business groups

Notable Accomplishments

Achieved top business priorities for 2010 and 2011 within time and budget constraints

Established strategies which increased revenue in collaboration with sales managers

Accomplished efficiency in reporting revenue allocation by 25% and optimized process for Reg R cross referral program

Promoted product awareness for all capital markets through business development efforts that resulted in more than 250 referrals and $5M in revenue

Assistant Treasurer Financial Consultant BNY Mellon Capital Markets LLC, New York, NY 2008–2009

Contributed to the development and management of client book with $1B asset under management (AUM) and $1.8M revenue from equity and sales of structured products

Prepared customized portfolios for the overall financial goals while building existing client relationships and gaining in-depth understanding of financial markets

Notable Accomplishment

Strategically developed alliance with Family Office group in transitioning the clients’ self-directed book of business, which involved directing project to mitigate and transition retail clients and formulating internal and external marketing

Assistant Treasurer Sales Associate BNY Investment Center, New York, NY 2004–2007

Provided sales, trading, and marketing support using firm’s existing private client and family office relationships

Assisted with sales communications while creating customized portfolio and responding to daily client inquiries

Implemented equity, fixed income, and option trades; performed trades and breakdowns; resolved settlement problems; maintained databases and pipeline reports; and reviewed all incoming and outgoing correspondence

Executive Assistant Investment Banking UBS Securities, LLC, New York, NY 2004

Offered administrative support to the Global Head of Investment Banking covering the Chemicals sector while organizing constantly changing calendar, scheduling domestic and international travel and client conferences, as well as reviewing correspondence


Libera Capital Management LLC, New York, NY

Marketing Associate

Credit Suisse First Boston (Formerly DLJ), Boston, MA

Senior Sales Associate

SG Cowen Securities Corporation (Formerly Cowen & Company), Boston, MA

Senior Sales Assistant, Private Client Services

Oppenheimer & Co. Inc., Boston, MA

Senior Institutional Sales Assistant

Gruntal & Company Inc., Boston, MA

Registered Sales Assistant


Coursework in Finance

Babson College, Babson Park, MA



Financial Industry Regulatory Authority (FINRA):FINRA Series: 7, 8,63, and 65


Consultative Sales Training w The Baron Group

Strategic Account Planning w Performance Methods Inc.

Client Experience Playbook (P.A.C.E.S.) w The Bank of New York Mellon


BNY Mellon Women’s Initiative Network (WIN)

Financial Women’s Association (FWA)

Contact this candidate