Bruce P. Nelson, CFA

917-***-**** acy42n@r.postjobfree.com Montclair, NJ www.linkedin.com/in/brucepnelsoncfa Senior Financial Services Professional

Leader in Sales • Expert in Client Relationship Management High-impact Financial Services Leader with 20+ years of experience in sales and client relationship management across multiple financial platforms. Expert in business development and consultative selling strategies, driving aggressive growth of the bottom line, including achievement of $1.15B in SMA and MF sales, managing clients including Wirehouse, Independent, and RIA firms. Skilled communicator and presenter, leverages depth of industry and product knowledge to engage and influence audiences.

Career Overview

BOND STREET GROUP

2016- Present

Executive Recruiter

Responsible for generating new business by contacting Organizations that have open job requisitions for Technology and Administrative roles for full time and part time opportunities. NATIONWIDE - INVESTMENT SOLUTIONS GROUP

2014-2016

Senior Consultant

Assist Annuity wholesalers to understand the investment options for the Variable Annuities, specifically Nationwide VIT Managed investments. Collaborate with internal PMs and sub-advisors to communicate the portfolio management philosophy, strategy, and implementation. Create speaking points around performance, attribution and allocations.

• Lead monthly investment management calls, providing talking points and positioning statements for focus funds to the sales teams, facilitating increased sales.

• Support launch of new Investment Only Variable Annuity, successfully achieving 68% of new annuity sales through providing Wholesalers insight about market interest and key attributes of focus.

• Travel with wholesalers in their territories and present to FAs, as well as boost sales and retention through meetings with prospects and clients.

• Respond to FA queries about Managed Fund allocations, portfolio management, and performance attribution. BRANDES INVESTMENT PARTNERS, L.P.

2000-2013

Regional Manager, New York Metro Region

Executed direct sales to FAs at Wirehouse and Independent Firms. Initiated client acquisition through sale and follow up to FAs and end clients. Conducted extensive presentations and communication of portfolio attributes and features, using market knowledge to explain performance, attribution and other key metrics. Served as External Wholesaler for the Broker Dealer and RIA market in New England, focusing on developing and managing relationships by offering consultative solutions to Financial Advisors and their clients.

• Raised $1.15B in SMA and Mutual Fund assets.

• Covered NY Metro Territory, including NYC, Long Island, Westchester, Northern NJ, and Western Connecticut.

• Increased Financial Advisor penetration in Wirehouse Firms, Independents, and RIAs.

• Drove customer development and retention, resulting in deeper client relationships and market penetration.

- Additional Experience –

Vice President, Institutional Equity Sales - FAHNESTOCK & CO., INC.; HSBC, INC. Associate Vice President, Institutional Equity Sales - WHEAT FIRST UNION; MORAN & ASSOCIATES Professional Development

• Master of Business Administration, Finance, Accounting, Management – Columbia University, Graduate School of Business, New York, NY

• Bachelor of Science, Management – Tulane University, A.B. Freeman School of Business, New Orleans, LA

• Chartered Financial Analyst (CFA)

• FINRA Series 7, 63, and 65

• National Black MBA Association (NBMBAA) – Member

• St. Paul’s Episcopal Church Vestry – Member

Contact this candidate