Sign in

Marketing Sales

Ipswich, MA
November 08, 2019

Contact this candidate



* ********* **.

Ipswich, MA **937



A highly experienced investment sales professional skilled at prospecting, marketing, and raising capital from a broad base on investors including, pension funds, consultants and endowments & foundations. Have an extensive rolodex of relationships with investment decision authority. A Business Development Executive with extensive expertise in strategic planning, client acquisition, consultant relations, organizational change, relationship cultivation, and investment strategies, including real estate, private equity, multi-strategy, emerging markets, alternatives, fixed income, and equities. Leverages practical experience with exceptional leadership abilities, consistently empowering team members to meet established business objectives. A consistent producer with a proven track record of developing strategic business relationships and making significant contributions to immediate and long-term profitability. E X P E R I E N C E

BROOKWOOD FINANCIAL PARTNERS, Beverly, Massachusetts Managing Director, Business Development and Consultant Relations, 2017-Present Direct responsibility for growing Brookwood’s institutional footprint globally. Accountable for raising assets in real estate and private equity fund. Designed new coverage model for institutional distribution globally including all Pension Funds, Endowment & Foundations, Consultant Relations, Family Offices. Executed a consultant relations strategy that has generated three new consultant driven clients in our BW Gas & Convenience fund. KEELEY ASSET MANAGEMENT, Chicago, Illinois

Director, Head of Distribution and Consultant Relations, 2015-2017 Direct responsibility for coverage of North American distribution including all RIA’s, family offices, institutional investors as well as consulting firms focused on first and second tier firms. Responsible for the complete consultant relationship, research as well as regional field consultants. Direct calling on broad range of investors from UHNW, plan sponsors including Public Funds, Corporate, E&F, Healthcare and Family Offices. Focused on introducing new dividend value low volatility strategies and enhancing exposure to restructuring portfolios. Defending consultant ratings during times of underperformance and organizational transition. ALLIANZ GLOBAL INVESTORS, San Francisco, California Director, Consultant Relations and Business Development, 2010-2014 Held direct responsibility for primary coverage of 18 consulting firms and secondary coverage of ten additional firms. Developed relationships with research staff and field consultants. Sponsored coverage of investment staff and trustees in West and Midwest. Scheduled average of 140 meetings per year. Participated in industry conferences. Focused on introducing new strategies in emerging markets, volatility, and liquid alternatives. Defended consultant ratings during times of underperformance and organizational transition.

Provided direct coverage of public funds over $1 billon in Assets Under Management (AUM) across United States and regional holistic coverage in West, corporate, and endowment foundations.

Raised over $3.7 billion in AUM from a variety of client types.. Mark B. Sullivan, Page 2

BABSON CAPITAL, Phoenix, Arizona

Managing Director, Public Fund Team Leader & Consultant Relations, 2009-2010 Provided regional coverage of all types of plan sponsors in Western region. Held field consultant responsibility for existing relationships. Introduced bank loans, structured credit, mezzanine debt, high yield, and real estate debt.

Held 135 direct meetings in first year.

Closed $350 million in new business.

FAF ADVISORS, Phoenix, Arizona

Managing Director, Public Funds, Team Leader, 2006-2009 Built extensive network of contacts in public fund, Taft, and consulting communities. Implemented strategic approach to client acquisition by identifying opportunity, interdependencies of key decision makers, consultant influence, and competition. Responsible for coverage of field consultants in public fund market segment. Served as player coach for four-person public funds team.

Closed over $2.5 billion in new AUM.

Provided client service for largest public fund clients, comprising $3.5 billion in assets. PAULSON AND COMPANY, INC., New York, New York

Director, Public Funds Marketing, 2005-2006

Drove development of public funds market for North America. Educated plans’ sponsors on company’s merger arbitrage and event arbitrage strategies. Expanded consultant coverage to existing consultant relationships. Developed marketing strategy to identify and target public funds for single strategy hedge funds. Executed aggressive marketing plan to expand organization’s profile in public funds market. A D D I T I O N A L E X P E R I E N C E

BANC ONE INVESTMENT ADVISORS AND J.P. MORGAN, Phoenix, Arizona, Director, Public Funds and Taft Hartley Marketing, 1999-2004. Closed over $4.5 billion in AUM, exceeding profitability goals over four years. Achieved deep penetration of public funds inclusive of trustees, staff, and consultant coverage. Executed intensive sales and marketing plan to expand organization’s profile in public funds and Taft Hartley market segments. Communicated diverse portfolio strategies, including equity, fixed income, quantitative, and alternative strategies. Interfaced with existing clientele to deepen relationships, retain assets, and cross-sell. L I C E N S E S

Series 24, 7, 65, 66, and 3


NEW ENGLAND COLLEGE, Henniker, New Hampshire, B.A., Finance and Economics

Contact this candidate