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Relationship Manager

Location:
Port Chester, NY, 10573
Posted:
April 14, 2023

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Resume:

BYRON CARTOZIAN

Rye Brook, NY Phone 646-***-**** Email: adwjud@r.postjobfree.com

Summary:

Business development and relationship management professional; seeks to support the delivery of services to clients. Proven expertise in solving customer needs and communicating compelling solutions to shorten the sales cycle and deliver cost-effective results. Successful at acquiring, upselling, and managing key accounts and demonstrating a passion for building relationships, solving problems, and communicating solutions.

Core Competencies:

Advanced verbal and written communication skills

Analytical thinker and planner

Results Driven – works independently and collectively to resolve problems. Implements appropriate changes to ensure delivery of services that exceed customer expectations.

Perspective - maintains a comprehensive view of company, clients, and their shared interests

Focused - delivers timely responses to customer needs utilizing time management, strong organizational skills, and CRM tools

Team Player - collaborates with a team mindset, keeps all informed and facilitates solutions

Experience:

NATIONAL REALTY INVESTMENT ADVISORS 2016 – 2022

VP Investor Relations

Responded to hundreds of customer inquiries generated by nationwide radio and television advertisements for funding of new construction projects to accredited real estate investors.

Delivered information, verified accreditation of investors, and facilitated solid customer relationships.

BCARTOZIAN BUSINESS DEVELOPMENT 2009 - 2016

Owner/Founder

Initiated executive level relationships, cultivated prospects, and qualified new opportunities for a variety of clients including:

Executive search firm focused on recruiting manufacturing, supply chain & logistics professionals

Cloud based document outsourcing in healthcare vertical

Healthcare leadership conference sponsorships and participant evaluation

Loan sale advisory services

Engineering and design-build solutions for industrial, commercial and energy customers

Ethics & Compliance Solutions Training

Fully licensed advisor supplying investments, life, long term care, property & casualty insurance

Lectured on benefits and retirement planning for National Benefits Enrollments

INVESTMENT MANAGEMENT INSTITUTE 2007 - 2009

Program Director

Developed institutional investor roundtables and forums for corporate pension plans, endowments, foundations, hospitals, public funds, consultants, and their money managers

Hosted, moderated, and managed investment meetings, receiving top marks in participant evaluations and for building relationships with both buy and sell side professionals

Sold investment management sponsorships for these events

BYRON CARTOZIAN Page Two

BEAR STEARNS 2000 - 2007

Co-Head Marketing - Electronic Trading

Planned, marketed, and sold newly created a new alternative equity trading platform to hedge funds, banks, and other money managers.

BLOOMBERG 1999 - 2000

Vice president

Sold Tradebook, one of the first of electronic trading platforms, to institutional investors and broker-dealers

Member of team that successfully marketed and launched first global trading platform, "GTrade”

CREDIT SUISSE FIRST BOSTON 1990 – 1999

Vice President Institutional Equity Services

Built and managed the Institutional Equity Services Department from annual revenues of

$5 million to $75 million with team of three employees

Managed client’s independent research budgets, buying research and trading services amounting to over $30 million/year

Created first internet-based client information application for industry

Education:

University of Dayton English/Communications BA

US State Department Foreign Service Institute Near East Area Officer

College for Financial Planning Certified Financial Planner (CFP)

Dale Carnegie Institute Trained and worked as Instructor

Licenses Held

Securities/Investment License Series 7, 9, 10, 24, 25, 55, 63 & 65

Life and Health Insurance Agent (NY & CT)

Property & Casualty Broker

NY State Long Term Care Partnership

Military Service

US ARMY

Psychological Operations Officer - Captain

Held Top Secret clearance, giving and receiving briefings with Central & Defense Intelligence Agencies



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