Financial Services Sales Executive

DAVID ITZKOVITS, CFA, MBA

LinkedIn 917-***-**** **************@*****.*** Boston, MA

Professional Summary

Persuasive leader & sales executive with 20+ years of experience in the financial services industry. Global Asset Management distribution expertise - US Offshore, LATAM, Australia & EMEA. Drove outcomes & growth by managing a global team across 6 continents & 10+ countries. Energetic trailblazer with perseverance and grit, who builds winning teams aligned on culture & core values. Skills

• Languages - Eng., Spanish, French, Hebrew, Mandarin

• Analytical Problem Solver

• Recruiting, Hiring & Coaching

• Strategic Planning & Implementation

• Exceptional Negotiation & Presentation Skills

• Budgeting, Forecasting, Governing P&L

• Translating Complex Concepts into Simple Terms

• Resilient & Mentally Strong

Selected Accomplishments

ü Relationships >250 firms globally (Financial inst., RIAs, Private banks, Family offices, etc.) ü Two successful equity transactions:

o Sold established business from within large corporate (05/2023) o Start-up founding member, company was acquired (05/2012) ü Exceeded 18% on average Profit & Loss budget every year, 5 years straight as CEO Professional Experience

Sanlam = Largest non-bank financial co. in Africa. Publicly traded, 120K employees 05/2012 to 06/2023 Chief Executive Officer – Sanlam Global Investment Solution (SGIS) – Division of Sanlam 09/2017 to 06/2023

• 05/2023 – Negotiated & led successful sale of SGIS, resulting in a significant return for shareholders

• Accountable for entrepreneurial international distribution division – raised $2.7 Billion

• Crafted strategic vision for Sales, Operations, Finance, Marketing & Compliance areas

• Transformed loss-making division in 16 months by growing revenue 12% & reducing costs 22%

• Instituted OKRs & CRM business analytics to increase revenues, and lead generation for sales teams

• 08/2019 – Due to sales success, awarded additional sales territories

• Expanded from US Offshore, LATAM & Australia into new EMEA markets, AUM growth = 36%

• Upselling = 45% of platform AUM invested in Sanlam solutions, maximizing & increasing revenues 28%

• Invented “Wolfpack Principles” to inspire, emphasize culture, and foster team alignment Head of Investments – Sanlam Global Investment Solution (SGIS) 05/2012 to 8/2017

• Managed all SGIS’ investment solutions globally including all Asset Manager relationships

• Go To Market Strategy = New regions, channels, product enhancements, regulatory & competitive analysis

• Tailored investment marketing & communications by region and presented at client events

• Managed expansion into Australia from inception – 400M AUD in <3 years

• Project launch of Sanlam’s first Artificial Intelligence investment solution – Ultimately $300M AUM

• Head of SGIS Investment Committee, SGIS Executive Committee, and Product Committee member Previous Experience

SVP Sales, East Coast US & Canada – P2International Ltd. (Stamford, CT) 2009 – 2012

• Start-up founding member focused on US Offshore & LATAM. Acquired by Sanlam (05/2012) Regional Director of Sales, Europe & Canada – Old Mutual (Bermuda) Ltd. (Purchase, NY) 2008 – 2009

• Launched 8 relationships (3 institutional) in 12 months VP Sales, Relationship Manager – HSBC International Private Bank (New York, NY) 2005 – 2007

• Developed HNW client relationship in US Offshore, LATAM and Europe

• Built largest book in division ($635M). Increased AUM 87%, Revenue 144%, ROA 31% Financial Analyst – Canadian Imperial Bank of Commerce (Toronto, Canada) 2004 – 2005

• Responsible for quarterly CFO presentations on earnings announcements for investors Retirement Investment Services Specialist – Great West Life Assurance (Montreal, Canada) 2000 – 2002

• 4x annual sales target through training 150 financial advisors Education

Richard Ivey School of Business (London, Canada) 2004 Master of Business Administration - Dean's Honor List McGill University (Montreal, Canada) 1999

Graduate Diploma in Management - Abitibi Consolidated Prize – Graduated #1, highest GPA McGill University (Montreal, Canada) 1997

Bachelor of Science

Certifications

• Chartered Financial Analyst (CFA) Designation – CFA Institute (Charlottesville, VA) 2002 Physical & Mental Drive

Runner, Triathlete and Fitness enthusiast

• 100K Pushups (‘24), Chicago Marathon (’23), 4x4x48 Challenge (‘23), Patriot Half Ironman (’22-23, ’16-‘17), Cape Town Marathon (‘19) Boston Marathon (’16-‘18), Husky Long course Triathlon (‘16), Comrades Ultra Marathon (’14-‘15), Two Oceans Ultra Marathon (‘15), NY Marathon (‘14), Dolphin Coast Ultra (‘13) Karate (Red Belt) – Needham Martial Arts (Present) Community Service

Board of Trustees (2018 – Present) - Charles River School (Dover, MA)

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