Director Asset Allocation

TERENCE GRENNON

New York, United States ***** ************@*****.***

PROFESSIONAL SUMMARY

Professional investment manager seeking a new opportunity to lend technical skills captured over the last 30 plus years.

SKILLS

Content Curation

Client Relationships Customer Satisfaction Key Relationships

Complex Problem-Solving

Communications and Media

Analytics and Metrics

Research

WORK HISTORY

Creator & Manager, Quantitative Algorithms, 10/2022 - Current

Self-employeed

Created prototypes based upon design ideas.

Cultivated professional working relationships with advisors.

Maintained and troubleshot system issues to enhance performance.

Conducted online research to obtain relevant information and materials.

Founder, 11/2019 - 10/2022

Fiduciary Focus LLC

Developed dynamic asset allocation approach for defined benefit plan third investment advisors. Initiated strategy to drive company growth and increase market share and profitability. Negotiated terms of business acquisitions to increase business base and solidify market presence. Conducted target market research to scope out industry competition and identify advantageous trends. Created organization's mission and vision statements for use by employees.

Independent Blogger, 12/2017 - 11/2018

Self-employeed

Marketed asset allocation expertise through blogging.

Presented clients with unique copy options based on overall marketing objectives. Met with content editors to plan post subjects and publishing schedules.

Edited and proofread drafts of articles and other documents.

Produced original, creative content for promotional advertisements and marketing materials.

Principal Owner, 10/2013 - 12/2017

TGAM, TG Asset Management LLC

Developed asset allocation overlays for white label purposes for investment advisors. Implemented business strategies, increasing revenue and effectively targeting new markets. Conducted target market research to discover customer needs and analyze competitor trends. Introduced new methods, practices, and systems to reduce turnaround time.

Tracked trends and suggested enhancements to both challenge and refine company's product offerings. Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.

Interacted well with customers to build connections and nurture relationships.

Independent Blogger, 04/2012 - 10/2013

Self-employeed

Marketed asset management capabilities via blog and third party investing site including investing.com and The Motley Fool.

Prepared and submitted professional proposals to select publishers to outline works, promotional skills and literary experience.

Connected and interacted with readers via email or message boards to address needs and ideas of audience.

Presented clients with unique copy options based on overall marketing objectives.

Co-Portfolio Manager, 06/2008 - 04/2010

AXA

Architect and strategy creator for five strategic asset allocation portfolios and three ETF portfolios across domestic and international asset classes.

Prepared internal and regulatory financial reports, balance sheets and income statements. Communicated market developments, portfolio changes and annual performance information to clients. Complied with established internal controls and policies.

Conducted financial due diligence on potential investments and acquisitions.

Recommended investment strategies to meet client financial objectives.

Created financial dashboards to provide insights into key performance indicators. Designed and maintained financial models to identify and measure risks.

Improved overall financial reporting by streamlining control processes and reporting structures. Developed rebalancing strategies to minimize risk exposures.

Facilitated portfolio performance review and implemented new strategies.

Created and managed financial models to evaluate corporate investments and acquisitions.

Director of Asset Allocation, 01/1999 - 06/2008

AXA

Oversaw asset allocation platform across firm including advice and products to ensure consistency. Supported 7 retirement plan platforms with custom manager selection and asset allocation advice. Conducted financial due diligence on potential investments and acquisitions.

Drove development of project-level annual budgets and longer-term business plans. Oversaw ad hoc analyses of historical and forward-looking performance of assets. Created and developed market knowledge and strategically managed commercial relationships.

Investment Analyst, 01/1998 - 01/1999

Chase Bank

Generated comprehensive reports on portfolio performance and risk assessment.

Participated in client meetings to discuss financial analysis and investment strategies. Coordinated with financial advisors to develop long-term investment strategies.

Improved emergency resolution processes to save time.

Assisted in preparation of presentations, data tables and other documents for investor meetings. Researched macroeconomic, industry and company-specific data to inform investment decisions. Presented oral and written reports on general economic trends, international corporations and asset allocation.

Mutual Funds Consultant, 01/1997 - 01/1998

Prudential Financial

Consulted with potential investors to assess objectives and discuss optimal strategies. Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.

Created key performance indicators to measure and assess investment performance. Demonstrated creativity and resourcefulness through the development of innovative solutions. Participated in team projects, demonstrating an ability to work collaboratively and effectively.

Mutual Funds Specialist, 01/1996 - 09/1996

J&W Seligman & Co

Consulted with potential investors to assess objectives and discuss optimal strategies. Devised and implemented hedging strategies to decrease investment risks.

Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.

Monitored regulatory or tax law changes to achieve fund compliance and to capitalize on development opportunities.

Investment Advisor, 09/1995 - 01/1996

PaiineWebber

Educated clients on potential risks and rewards associated with various investments. Researched companies and prepared presentations for management and prospective buyers. Developed and maintained strong relationships with clients to maximize satisfaction.

Retirement Consultant, 06/1990 - 09/1995

TIAA-CREF

Researched current economic trends and investment opportunities to stay abreast of financial markets. Educated clients on financial topics and best practices.

Monitored and updated financial plans to comply with client goals.

Created financial models to analyze and evaluate investment strategies.

Collaborated with clients to develop customized investment portfolios.

EDUCATION

Certificate : Algorithmic Trading, 2019

QuantInsti

Certificate : Asset Management, 2018

The Wharton School

Bachelor of Arts - BA: Cultural Anthropology, 1989

Hobart And William Smith Colleges

Contact this candidate