ROBERT BORDASH

adt4nw@r.postjobfree.com • 914-***-**** • https://www.linkedin.com/in/robert-bordash/

MISSION-DRIVEN, CONSULTATIVE LEADER

OPTIMAL MARKET DEFINER

CLIENT RELATIONSHIP BUILDER

HIGH GROWTH STRATEGIST

NEW BUSINESS DEVELOPMENT EXPERT

TOP TIER FINANCIAL FIRM EXPERT

PRINCIPAL-INVESTMENT SALES DIRECTOR, EAST MARKET

Mercer, March 2017 – October 2022

Drove new business development for the US East market for Mercer’s Wealth business across large Defined Benefits plans >$50M, Defined Contribution plans >$300M, and NFP Endowments and Foundations.

● Achieved annual targets of $2.2M in fees and $1.1B in AUM o Designed, brought infrastructure, and executed strategy to optimize 10 East-market regional offices

o Spearheaded all consulting capabilities, including advisory and OCIO relationships; Brought new solutions across all asset classes, including alternatives offerings o Researched, identified, defined, and converted the most qualified prospects

● Primary liaison for retirement solutions across the Mercer Wealth spectrum; architected and recommended strategic solutions for client-specific needs

(from employee contribution plans to Not-for-Profit community organizations) SVP, INSTITUTIONAL SALES BLOOMBERG, TRADEBOOK

Bloomberg LLC, June 2010 – March 2017

● Rehired by previous boss to build out first-of-kind, independent research and analytics platform (Bloomberg Tradebook) for electronic trading

● Lead producer, driving adoption and revenues from 0 to $10M+ annually o Sales coverage: US & Canada (NY/metro, Texas, Rocky Mountain region, West coast) SVP, INSTITUTIONAL SALES

FBR, 2002 – 2010

● Led successful expansion vision for niche finance company o Opened and led NY branch office; achieved stated goal of transforming FBR into a mid-tier investment bank by developing institutional equity sales relationships with large investment managers

o Recognized by FBR for leading NY to record-breaking profitability in limited timeframe ROBERT BORDASH, cont’d

DIRECTOR, INSTITUTIONAL SALES, NY & STAMFORD, CT

UBS Financial Services, Inc., 1992 –2002

● Mapped and developed the UBS’ footprint in North America; achieved top 10% in sales

● Responsible for 4 large institutional clients; achieving top 5 votes for each and revenue growth from $4M to $90M annually

● Strong and recognized contributor for pivoting UBS from a relatively unknown, 2nd tier player to a top-tier bank of the world

VICE PRESIDENT, SENIOR ASSOCIATE

Goldman Sachs, 1989 – 1992

● Unearthed new ways to combine cross-company resources to conduct employee relations analysis in equity and institutional commodity division

PROGRAM MANAGER

IBM Corporation, 1977 – 1988

● Earned 14 promotions in 11 years; became youngest manager at age 21

● Managed multiple lines of business, including Stockholder Relations

● Designed and educated staff on financial and retirement planning programs SECURITIES LICENSES

● Series 7 & 63

● Series 15-55

EDUCATION

● BBS Major Economics & Business Administration, Iona College

● Corporate executive development, Columbia University and Cornell University EXECUTIVE SUMMARY

Sr Investment Sales Director/New Business Development expert: Robert Bordash delivers passionate solutions as a business strategy and sales acceleration expert by developing deep trust to pioneer new markets and delivering profitable opportunities.

Thriving on the challenge of pioneering and growing new frontiers and business opportunities is what gets me out of bed.. I have significant experience with multi- billion dollar enterprise sales in the financial sector. A proven track record of defining new market opportunities, expanding key client relationships, opening branch offices, and building out new profitable business strategies, I view an ideal role as player/manager. While my managerial experiences are important, I also take pride and thrive in producing as a part of a team At this point in my career, Mentoring is important to me. I've been fortunate over my career to have some wonderful mentors and would like to pass that on.Interpersonally, I am incredibly self-driven and team motivated. Using a sports analogy, I believe it’s most important to make everyone around the best they can be. Being organized, prioritizing tasks, and being as educated as possible are the cornerstones to my success. Credentials Brief

● 30+ years professional sales experience in financial services

● 5 top tier firm experience includes Goldman Sachs, UBS, Bloomberg and Mercer

● BBS Econ & BA Iona College (earned at night in 4yrs while full time at IBM)

● Executive development at Cornell and Columbia University

● Hold securities licenses series 7, 63, 15-55

● Married 29 years, three adult children and a Shiba Inu Excellent communication, presentation, and negotiation skills with an in-depth fundamental understanding of Capital markets and defined benefit & defined contribution plans. I can communicate complex investment concepts to both advanced and new investors and have successfully built and executed sales plans on national and regional levels.

Objective

Cultural fit, philosophy and mission are key criteria as I pursue the right opportunity to help a business grow by applying and leveraging my experiences. With a strong understanding of financial institutions, my skills are transferable to other industries. I believe in value-based selling built on understanding a client’s business and helping them to overcome their pain points. I'm looking to dynamically grow a business, where I can offer a unique perspective, leverage my past successes and have fun.

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