Business Development Sales Manager

Thomas J. Mackell, III

*********@**.*** • 516-***-****

**** ********** ****, *** *** • Douglaston, NY 11363

Sales Manager/Sales/Investor Relations/Business Development

** *****' success driving all phases of the investment life cycle

Highly knowledgeable financial services executive with expertise in strategic planning, new business development and product management. Strong track record of success in client-facing roles. Adept at guiding highly complex

transactions and services for nationally renowned organizations. Personable and engaging with the communication skills needed to build consensus on critical initiatives.

Areas of Expertise

● Product Development ● Client Service ● Sales Cycle Management

● Consultant Relations ● Technical Execution ● Program Management

● Portfolio Strategy ● Coaching & Mentoring ● Grew Taft-Hartley funds business from $33K to $15M+ annual revenue.

● Guided the full transition sales cycle for trades of $1B+.

● Leveraged Taft-Hartley subject matter expertise (SME) to ensure compliance.

● Cultivated strong relationships with LP's, GP’s,FA’s, investment consultants and other service providers in the institutional investor marketplace.

● Knowledge of SaaS fintech offerings, held demos and POC’s for prospective clients, SOC II compliance regiments.

Professional Experience

President, Head of Business Development, U.S. Subsidiary, Head of Business Development U.S., Qashqade May 2022- February 2025

Qashqade U.S. Inc.

Started a U.S. subsidiary of Qashqade AG, responsible for sales and client relationship management for a software utilized in the calculation of complex carried interest waterfall calculations. Clients include GP’s, LP’s, FA’s and auditors. Deliver demo’s and hold POC’s. Responsibilities also included client relations with several large clients. Negotiating existing contracts for greater revenue and upsell opportunities. Meeting quotas.

Real Estate Sales Lead, 2019 - 2021

Daniel Gale Sotheby's International Realty, New York, NY

Build strong rapport with high-value clients to drive real estate sales. Assess market trends, develop strategic plans, and leverage digital marketing to generate interest in new properties. Manage realtors to ensure alignment

with service best practices and regulatory standards.

● Drove end-to-end sales and purchase cycle for $2M+ homes.

Senior Vice President, 2016 - 2017

Abel Noser LLC, New York, NY

Drove institutional securities sales with special focus on Taft-Hartley funds and investment consultants. Owned end-to-end sales cycle for transition management services. Managed consultants and ensured adherence to best practices and regulatory standards. Developed sales strategy to capitalize on emerging opportunities and market trends.

Business Development Consultant, 2014 - 2015

StepStone Group LP, New York, NY

Drove co-investment, secondary, alternative real estate, and venture capital investment business development to Taft-Hartley fund market. Partnered with portfolio teams to develop sales strategy and align best practices.

Ensured customer satisfaction with all services.

Managing Director, National Director of Taft-Hartley Sales, Plan Sponsor Sales, 2000 - 2014

ConvergEx Group, New York, NY

Developed national sales strategy for transition management services and commission recapture programs.

Coached, mentored, and lead US sales team, with emphasis on Taft-Hartley funds business. Engaged cross-functional stakeholders to win support for overall sales strategy. Partnered with investment consultants to

execute asset allocation during investment manager transitions. Created and executed trading strategies to meet corporate sales targets. Owned P&L to enable profitability maximization. Nurtured creative and open team environment to enable idea generation and innovation. Partnered with trustees, administrators, consultants, fund attorneys, and accountants to resolve complex matters.

● Inherited book of business with $33K annual revenue and built it to $15M annual revenue.

● Spoke at industry events & conferences including: Lawyers Educational Institute (LEI), National Labor and Management Conference (NLMC), Florida Public Pension Trustees Association (FPPTA), and Association of Benefit Administrators (ABA) and LPGP Connect (LPGP).

Additional Experience

Vice President, Associate Investment Consultant, Brokerage Specialist, Investment Performance Services, LLC, New York, NY

Vice President of Sales/Trading, Valores Finamex International, New York, NY

Inter-dealer Equity Broker, EXCO RMJ International Incorporated, New York, NY

Equity Derivatives Broker, TFS Derivatives Corporation, New York, NY

Registered Client Sales Associate, Smith Barney Shearson Incorporated, New York, NY

Education

B.S., Marketing/Finance

Long Island University, C.W. Post Campus, Brookville, NY

Specialty Certificate, Advertising

Credentials

Series 7 and Series 63 Registered

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