Mr.
Resume:
George Gowdey
Naples, FL 34109
*******@***.***
Summary
Sales and Marketing Professional with 15 years new business development experience and 25 years in financial services. Proven abilities in identifying, prospecting, and closing client relationships. Product knowledge expertise in traditional and alternative asset management as well as arbitrage strategies. Passion for targeting and prospecting new clients that fit a specific strategy. Prior experience and success trading and selling fixed income securities.
Professional Experience
Lockwood Capital Management – an affilliate of Pershing / Mellon BNY inc. 2007-2008
Malverne, Pa
Regional Director
Responsible for wholesaling managed portfolios to RIA’s and Broker Dealer Representatives in the Southeast region.
• Increased assets under management by approximately $ 100 million in 15 mos.
• Marketed both traditional and alternative strategies.
• Have additional relationships at an institutional and management level at broker dealers
Third Party / Contract Marketer 2003 - 2007
Naples, Florida
Salesperson
Independently marketed hedge funds and fund of hedge funds on a contract basis to institutions and RIA’s.
• Increased Assets at a Fund of Funds by approximately $ 50 million through an investment from an RIA.
• Marketed Private Equity Funds.
LJH Global Investments 2000-2003
Naples, Florida
VP-Client Development
Responsible for identifying and developing investors in hedge fund of funds. Target markets were primarily traditional asset managers interested in building customized fund of funds for distribution to their clients. Also targeted and serviced HNW individuals, as well as institutions.
• Successfully prospected and developed a joint venture with Phoenix Investment Partners, a division of Phoenix Home Life. This relationship was a significant business relationship for LJH, a startup fund of funds firm. This initiative launched a fund of hedge funds that is registered with the SEC, and was seeded with $10mln.
• Developed relationships with several additional distribution firms and registered investment advisors interested in the registered fund of funds. In first year at LJH, successfully prospected and developed a relationship with a large endowment that resulted in a consulting agreement.
Twenty – First Securities Corp. 1995-2000
New York, N.Y.
Salesperson
Responsible for marketing innovative tax arbitrage and hedging transactions to corporations, asset managers, consulting firms, family offices, and high net worth individuals. These transactions require a working knowledge of the fixed income, equity, and options markets and emphasize an after tax rate of return.
• Marketed strategies by researching a prospect, cold calling, and making presentations.
• Successfully developed a relationship that resulted in a significant transaction to convert and defer income.
• Developed family office relationships that entered into hedging transactions for holdings of low basis stock.
Education
BBA, Accounting, Iona College, New Rochelle, NY
Licenses
Series #7, #63, #66 and Insurance licensed
Affilliations
Barron Collier Diamond Club – supports the activities of the Barron Collier High School Baseball Team through fundraising.
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