Account Executive Management

Sam M. Kashikar

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**** * ****** *** *** Santa Monica, CA 90403 Tel: 510-***-**** Email: ***********@*****.***

EDUCATION: University of California, Davis

Managerial Economics, B.S. March 2009

SKILLS:

First class business development and business development analytics acumen

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Market and Business Intelligence Experience

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Project management while dealing with ambiguity

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Proficiency and experience with Microsoft Office, IBM Cognos, TM1, SQL, SAS, Lipper, and Capital IQ

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Advanced experience with Excel writing and recording Macros with financial, statistical, and logical formulas

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PROFESSIONAL EXPERIENCE:

Western Asset Management Company (WAMCO; a subsidiary of Legg Mason)

Business Management Reporting Associate September 2012 – October 2013

• Developed various queries through IBM Cognos and created custom AUM, performance, portfolio characteristics,

and marketing reports to assist management manage and create new business for Client Service

• Developed business development dashboards to monitor client outflow risks for Enterprise Risk Management

• Pioneered the development of new client service KPI analyses tools to help senior management and corporate

development take effective action when restructuring Client Service and Marketing

• Worked with the Enterprise Risk team to produce gains, losses, sales, product trends, cash flows, revenues, and LLC

and SMA performance analyses for monthly and quarterly reviews for the Operations’ Committee

• Prepared monthly and quarterly earnings commentary write-ups that summarized finals, gains, losses, flows, and RFP

activity to the Legg Mason Board

• Produced quarterly competitor analyses reports for various products in Client Service with Evestment

• Started my tenure by analyzing the quarterly finals’ opportunities of the client service teams and compared those

metrics to historical data for the Legg Mason Board and WAMCO’s senior management

• Gained a strong interest to pursue business process and project management after my challenging work experience

and broad exposure to business data with this $450+ Billion Fixed Income asset manager

• Developed incredibly efficient multitasking and analytical abilities given the data intense workload with few people

on the team while working with IBM Cognos tools and Microsoft Excel

Fisher Investments, Woodside, CA

Premier Service Group Account Executive Innovation Project, Private Client Group January 2012 – September 2012

• Pioneered the development of an interactive report with Excel that interpreted statistics for Account Executives

relative to their tenures and suggested trends on where they may be strong, good, or weak

• Concluded newer, statistically backed methods to allocate leads and utilize the sales forces at more optimal capacities

• Gained approval from all California Account Executive Team Leaders, Account Executive Group Vice Presidents

and Sales Operations Managers to move forward and create this project to test lead allocation optimization strategies

• Helped develop a cross departmental team with my Account Executive Team Leader to develop this application fully

• Assigned to manage development by innovating, approving and disproving its layout, content, and functionality

• Maintained a first quartile status selling portfolio management services while managing the development of these

tools for the Private Client Group

Fisher Investments, Woodside, CA

Premier Service Group Account Executive, Private Client Group January 2010 – January 2012

• Assigned by senior management to directly and permanently work with a top 5 producing Senior Vice President after

less than a year’s production at the firm

• Rotated direct relationships with other top producing Vice Presidents in Silicon Valley, Denver, Oklahoma City,

Washington DC, Boston, Phoenix, Pennsylvania, Baton Rouge, and the majority of Florida

• Helped generate $46.3 million in new Assets Under Management from February 2011 to February 2012 and

exceeded the average Account Executive’s production by 41.23%

HOBBIES AND INTERESTS

• Travel, Cycling, Snowboarding, Concerts, Gaming, Foodie, Stock Trading, Entrepreneurship

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