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Sales Manager

Boynton Beach, FL
February 24, 2020

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*** ****** ** ****** ******, NY 10306

917-***-**** •

ABC Round Finance Placement • Debt Structure Architect Due Diligence • Financial Modeling • Capital Introduction QUALIFICATIONS SUMMARY

Responsible for structure of first token deal, Qualified the placement of investor capital ranging from Venture Capital !Family Office ! QIB. Syndicate management skill set honed to properly placing funds within client risk constraints. Highly analytical, results-focused professional in tune with relevant market appetite.

Professional Licenses: FINRA Series 7.66


VP Investment Banking Sales Rep • AMERX Investment Bank • New York, NY 2018-Present

! Corporate Due Diligence file generation

! Valuation tracking, development, proposal, and analysis

! Self developed sales strategy to better manage client expectations

! Maintains a moving set of client deliverables matching family offices, venture capital, and QIB needs

! Financial model generation

VP Regional Fund Wholesaler • First Investor Funds • Edison, NJ 2016-2018

! Introduced representatives on a wholesale level to family offices and large institutions seeking fund diversity

! Identified underserved geographies and assisted with hosting Foresters Financial’s interest for fund placement

! Highly developed presentation skills enabling clients to easily model projected risk and anticipated ROI

! Liaised with investors and brokers on product introduction, assisted in developing sales protocol to better manage client facing dealers fund sales

Senior VP Fund Wholesale Rep • Prudential Investments • Newark, NJ 2014-2016

! Independent broker dealer and RIA sales

! Responsible for YOY sales increase near 30%

! Identified as Financial Advisor’s point person for client facing support

! Developed the current wholesale role to utilize advisor meetings, training sessions, seminars, speaker engagements, and client directed events

! Assisted FAs place assets with appropriate managers and financial products Wealth Management Advisor • Morgan Stanley • New York, NY 2011-2014

! Completed Wealth Advisor Program

! Introduced new clients to MS via prospecting skills learned from MS program

! Participated with investment product sales and portfolio manager introductions

! Qualified clients from risk parameter guidelines to select appropriate manager and fund options Understanding risk appetite and appropriately pairing with capital is a skill not widely practiced. I see great value in the investing client contacts I have made throughout my career. Whether placing a banking deal, directing an investment with a fund of funds, or participating in an asset diversification program via hedge fund allocation, I know my strategies and I know my clients—combining for a favorable outcome. WAGNER COLLEGE BS Business • 2000 Staten Island, NY Personal and professional references available upon request

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