Sales

John Kozey, CFA

****.*****@*****.*** 516-***-****

linkedin.com/in/john-kozey-cfa-4124391

SUMMARY

Results driven professional with years of consultative and direct B2B sales experience including C- suite and enterprise clients. Self-motivated sales pipeline builder. Proven track record of cold calling/prospecting, lead generation, pipeline management, negotiating, managing expectations and closing. Top producer in complex fintech data analytical sales with expertise in product positioning, pipeline-building and management, mentoring/training staff. Excellent writer. Known for translating complex products into understandable client solutions. Salesforce CRM experience. Core Impacts:

• 12 years of direct B2B consultative sales in mainly financial products including lead generation, pipeline management and client engagement

• Consistently called on to close high-profile and complex sales

• Directly sold enterprise solutions to Leon Cooperman of Omega Investors, Steve Cohen of SAC and the late Art Samberg of Pequot among other firms including Vanguard and pension funds

• Top-performing salesperson for 3 consecutive years then promoted to sales management

• Collaboration with other teams, cross functional teams and matrix organizations

• Identified, negotiated and created strategic partnerships to enhance overall product offerings

• Hired, trained and led sales teams across multiple firms PROFESSIONAL EXPERIENCE

KRIETZBERG WEALTH MANAGEMENT, Lincroft, NJ 8/2017- Present Portfolio Strategy Consultant

• Advising on global asset allocation, ETF’s and custom alternative fund selection for $400 million HNW wealth advisor, taking a macro-view of the impact of decisions on wealth portfolios

• Recent examples are factor-based equity ETFs in domestic and international sleeves, and collateralized loan obligation ETF in fixed income. ISYCHIA CORP DBA ONSHORE FUNDING, Fort Mill, SC 2/2014 - Present Sales – Business Development

• Sales hunter - matching prospect needs to the correct financial products: successful in lead generation, pipeline management, client engagement, consultative selling, closing and onboarding.

• Developed strategic partnerships in commercial real estate and lending fintech platforms to expand deal flow and referral pipelines through email communications. Outstanding writer.

• Positioned as a relationship-driven capital provider through high-touch, consultative sales approach MCGRAW CAPITAL PARTNERS, Melville, NY 10/2017 – 12/2022 Business Development

• Drove 95% of new client acquisition for company’s financial solutions through direct prospecting, relationship development, managing expectations and deal origination.

• Established strategic partnerships to expand capital access and increase deal velocity

• Built and managed funding pipeline, sourcing demand and executing syndicated MCA transactions

• Designed and implemented operational infrastructure to support scalable revenue growth PRIVATE FAMILY OFFICE, New York, NY 6/2013 – 2/2015 Research Manager and Sales Consultant

• Design and execution of marketing messages and sales campaigns for analytical tools and family office directly owned businesses.

• Advising on global asset allocation, index ETF and custom strategies for $1 billion family office’s traditional, trading and trust accounts.

THOMSON REUTERS & BRIDGE DATA, New York, NY 11/2008 – 6/2013 Sales Specialist and Analyst

• Acted as lead closer for new business across institutional and wealth channels

• Selected for corporate Thought Leadership Team to support brand authority and image for a global fintech platform

• As Manager of Product Specialists, worked and collaborated across departments in a matrix organization to support client acquisition through consultative sales

• Conceived, developed, wrote and edited thousands of analytical reports for print and as an on-air TV analyst to highlight analytical product suite capabilities

• Built and executed go-to-market sales strategy for new research products, generating $2M in revenue from a zero base within two years

• Partnered with sales teams to cross-sell, accelerate deal cycles and increase conversion rates

• Excellent writer who created and delivered national sales campaigns, webinars, and presentations to drive product adoption.

• As an on the air TV investment analyst for Reuters Television, developed investment strategies and thematic portfolios used as sales tools across client segments

• Served as public-facing expert, delivering actionable insights via media and client engagements EDUCATION

CORNELL UNIVERSITY JOHNSON SCHOOL OF BUSINESS, Ithaca, NY Master of Business Administration in Finance.

WILKES UNIVERSITY, Wilkes-Barre, PA

Bachelor of Science, magna cum laude, double major in Computer Science and Economics. VOLUNTEERING

Community Mainstreaming Associates – Investment Board member. Pastoral Counselor – Nursing and assisted living facilities and individuals PROFESSIONAL DESIGNATIONS

Chartered Financial Analyst (CFA) charter #223864. Chartered Market Technician (CMT) charter #283.

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