Seasoned Client Relations & Sales Leader for Part-Time Roles

AMY FISHER

**** ********* *****, ********, ******* 34238 203-***-**** ***********@*****.***

SUMMARY

Seasoned financial services professional with broad experience in strategic planning, revenue growth, employee development, collaborative management, and investment product knowledge. Core competencies include big picture thinking, diagnostic evaluation, execution, and implementation of plans. Results driven, process oriented, strong collaborator with effective management skills. Possesses visionary leadership, collaborative client relationships, and engaging presentation skills. Ability to orchestrate plans that build results, develop cohesive work teams, creative problem solving and keen ability to hire, mentor and retain key talent. Self-motivated and analytical with 25+ years of experience in product development, marketing, global relationship management, and analytics. Adept in anticipating inefficiencies and implementing solutions that deliver positive results. Motivational leadership style with success in building and coaching teams to meet goals and objectives.

PROFESSIONAL EXPERIENCE

Touchstone Investments 7/2011 – 12/31/2024

Managing Director/Strategic Relations

Effectively negotiated selling agreement contracts, revenue margins, mutual fund administrative costs, product onboarding, and business development plans in support of the Touchstone sales force at Wirehouses, Regional Firms, Independent Firms, RIA Aggregators and TAMPS. Led product launches, enhancements, and rationalization. Developed firm from a level of Assets under management in 2011 of $5 billion to over $30 billion in 2024.

Key Accomplishments:

Developed Proprietary Financial Data Repository

Established Active Management Academy at Notre Dame Mendoza School of Business

Designed and executed process for external advisor sponsorships and established an acceptable ROI

Developed process for new product incubation and roll out

Instituted process for goal setting, compensation, budget reviews utilizing data and CRM

Integrated with the Strategic Relationship Team sales desk alignment, CRM, and data to facilitate accomplishment of sales goals

Developed product placement strategy and collaborated with marketing to develop appropriate support messaging

Phoenix Investment Partners, Hartford, CT 2004 – 2007

President/Institutional Markets

Key Accomplishments:

Established centralized resource for Institutional business development that supported seven affiliates

Collaborated with affiliates to establish information technology, automating product data, enhancing turnaround time on all marketing materials, and increasing productivity

Worked closely with external web agency to redesign Fund Family website

Created monthly analytics newsletter to support field with pertinent data

PREVIOUS EXPERIENCE

John A Levin & Co., New York, NY 2000 – 2003

Provident Investment Counsel, Pasadena CA 1992 – 2000

Oppenheimer & Co., New York, NY 1988 – 1992

BOARD MEMBERSHIP

Expect Miracles Foundation: Financial Services for Cancer Research 2022 – present

EDUCATION AND LICENSURE

Brooklyn College 1975

FINRA Series 7, 9, 10, 24, 63, 66

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