Account Executive, Relationship Manager, Sales Manager

JONATHAN LEVITT

Montclair, NJ • 917-***-**** • adwh72@r.postjobfree.com

ACCOMPLISHED SENIOR ACCOUNT EXECUTIVE

Senior Account Executive • Senior Managing Director • Managing Director • Director of Sales

Sales Execution • Relationship Management • Portfolio Risk Management • Fintech Relationships

Developed Credit Strategies • C Suite Relationships • Expanded Sales Teams • Banking

Exceeded Sales Quotas • Drove Sales Growth • Accrued Assets • Multi-Year Top Performer

WORK EXPERIENCE

Vitreous Loan Group, LP, New York May 2020 - present

Senior Managing Director

●Achieved 30%+ year-over-year (YoY) sales growth for the team and own book of business.

●Head the loan trading area of the firm, while managing book of business and sales staff.

●Collaborate with lending executives at banks, credit unions, asset managers and credit facilities to help solidify participation partners by developing credit strategies and buy/sell initiatives to expand credit transactions.

●Facilitate the purchase and sale of loan participations and whole loans with a focus on CRE, auto, consumer, bridge, residential, CDFI. NQM and NPN space.

●Organize financial operations, trades and exceed demanding sales targets.

Equitable Advisors, LLC, NY Nov 2019 - May 2020

Financial Consultant

●Sourced experienced advisors to move their practice to a broker-dealer, building high-functioning teams through networking, social media, and email marketing.

●Educated clients on various financial matters and provided professional recommendations on investment opportunities, and products and services based on individual needs.

Citibank, NA, NY 2015 - 2019

CitiGold Wealth Relationship Manager- Vice President June 2017 - Nov 2019

●Built $185M in ultra-high net worth clients across various demographics.

●Established an $85M book of business by partnering with retail and private bank colleagues.

●Oversaw client banking, lending, and investment relationships including cash management, asset-backed lending, and estate planning.

●Aligned relevant solutions with clients near term and future financial goals.

Citibank, NA, NY / Citi Wealth Management

Vice President – Investments June 2015 - June 2017

●Accrued $85M in assets with the entire practice being fee-based.

●Secured 25% year-over-year sales growth by marketing via social media, email and held investment seminars along with referrals from existing clients.

●Engaged retail bank clients in estate planning and wealth management.

●Tasked with exclusively representing HNW/UHNW individuals via branch-based setting.

●Built asset allocation strategies and developed strategic and comprehensive investment models.

●Executed account analysis, trading, reconciliation, margin, and continued service.

PNC Investments, LLC, NJ June 2013 - June 2015

Vice President - Investments

●Specialized in handling $85M in AUM through fee-based accounts, asset allocation strategies, and fixed-income products.

●Netted 30% year-over-year sales growth by marketing advisory practice via social media, email, and investment seminars along with referrals from existing clients.

●Ranked #1 in the peer group in the second year of production among 23 advisors and ranked #3 in the Northeast with closed business and private banks out of 50+ advisors.

●Succeeded as a retail and private banking professional, while working with multiple HNW/UHNW clients via branch-based setting.

Wells Fargo Advisors, NY Aug 2011 - June 2013

First Vice President - Investments

●Established an advisory practice with $75M+ in client assets.

●Drove 35% year-over-year growth through investment seminars and client referrals.

●Independently advised and worked with HNW/UHNW clients via private client group.

●Specialized in asset allocation strategies, fee-based accounts, fixed income, and options.

JP Morgan Chase - Chase Investment Services, NY Jan 2008 - Aug 2011

Vice President - Investments

●Achieved a 100M+ book of business averaging $500,000 per year in production by building client base and regularly meeting or exceeding benchmark returns.

●Demonstrated 35% year-over-year sales growth by receiving banker referrals, and client referrals, using email, outbound calling, marketing letters, and regular investment seminars.

●Specialized in asset allocation strategies, fee-based accounts, fixed income, and options.

●Worked as a Fee-Based Advisor tasked with comprehensive needs-based selling of investment solutions engaging with prospects and clients via a branch-based setting.

●Ranked #2 out of 25 Advisors in the market area.

Prior Experiences:

Levitt Trading, LLC, Head Trader, Owner Nov 2001- Dec 2006

CME / NYBOT – NYC/Chicago

Traded Commodity Futures and Options on floor of exchanges in F/X, energies, grains, softs and metals.

EDUCATION

University at Albany, SUNY

Bachelor of Arts, Psychology

TECHNOLOGIES

Salesforce, Insightly, All Microsoft Products

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