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Sales Management

South Windsor, Connecticut, United States
August 15, 2018

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George Neisloss

** ***** ****** *****

Vernon Ct 06066



Financial Services Professional / Business Consultant

Proven financial industry professional with a track record of money management, investment operations and financial sales. Broad-based experience includes equity trading, managing discretionary accounts and hedge funds, authoring market advisory letters and contributing to the success of several organizations. I am eager to continue my career with an organization that values experience and vision.

Demonstrated qualifications include:

Finance: Fully versed on the financial industry with an emphasis on equity markets and management; experienced with analysis of financial statements and reports for both companies and markets, balance sheets, business plans and related documentation; sound financial judgment based on analysis of data.

Business Management: Experience includes serving as an integral part of two young and growing investment firms; represented the interests of high net worth clients and businesses to effectively achieve their financial and business goals; managed the trading desk for State of Connecticut pension funds including a support staff.

Sales: Consistently able to drive new revenue through effective prospecting and closing; experienced in all aspects of financial sales including serving as a national sales manager for an institutional brokerage firm; have particular experience with insurance companies, investment advisors and major money managers.


M.B.A., Harvard Business School, Finance

Harvard University, Cambridge, MA

Bachelor of Arts, Psychology

Amherst College, Amherst, MA

Key Accomplishments & Affiliations

Certified – NASD Series 7 and Series 65

Helped Kensington Management Company achieve 300% growth in assets through both sales and portfolio management

Published stock market advisory letters for J.C. Bradford & Co., with stock market authority Ned Davis

Member – Harvard Business School Club

Former Member, Board of Directors – Big Brothers, Big Sisters of Greater Hartford

Professional Experience

Consultant 1991 to Present

Kensington Management Company, Farmington, CT – Portfolio Management

Responsible for servicing both business and individual accounts;

Developed new clients by prospecting and closing new business through effective client management; establishing relationships with businesses and individuals and building those relationships into mutually beneficial partnerships;

Provided guidance to clients through personal contact and the sharing of information;

Developed market commentary and shared information with principals and clients;

LJB Associates, New York, NY – National Sales Management

Served the institutional markets in a sales capacity, working with insurance companies and other large investment managers;

Worked with brokerage houses to address requests, providing on-going client management and assistance to ensure high ratio of booked business;

State of Connecticut, Hartford, CT 1973 to 1989

Equity Investment Officer

Responsible for:

Running the equity trading desk and management of the support staff;

Assisted in the growth of the equity portion of pension value from $400 million to $4 billion;

Worked with national brokerage houses and money managers to execute the trades as required;

Provided leadership to team, including mentoring and training;

Additional Skills

Communications – strong written and verbal communication skills; able to effectively communicate with people from diverse backgrounds; listen effectively and gain understanding of issues. Have written material for Ned Davis and Roy Blumberg of CNBC.

Relationship building – able to get along with others, establish and maintain solid relationships and work toward achieving common ground

Calculations/Math – comfortable working with numbers, complete understanding of financial metrics

References available upon request

Contact this candidate