Over 13 years in Institutional Equity Sales at UBS covering clients in the Midwest. Highly accomplished salesperson with a proven track record of consistently growing revenues by understanding client needs and delivering tailored solutions. Achieved high rankings with largest clients (#1, #2, and "top-tier") based on McLagan market share data and broker votes. Developed deep client relationships through consistent and dedicated coverage. Clients include: Mutual Funds, Asset Managers (Institutional and Retail), Hedge Funds, Insurance Companies and Pension Funds.
1. Extensive track record of outstanding performance.
2. Clear path of professional growth, promotion, and achievement.
3. Developed, improved, and maintained strong, long-term relationships with clients including: Winslow Capital, Columbia Management, Nuveen Asset, Pine River Capital, Marvin and Palmer, Mason Street Advisors, Thrivent, and Wells Fargo.
4. Turned around several key account relationships:
Account 1) from $0 to $1.1 M (within 2 years)
Account 2) from $150k to $2M (within 2 years)
Account 3) from $50k to $750k (within 1 year)
Account 4) from $50k to $400k (within 1 year)
5. Generated $8M+ in gross commissions in 2013.
6. Successfully rebuilt business in 2009 after largest client went out of business.
7. Made several introductions that led to Prime Brokerage mandates/wins and resulted in significantly increased business.
8. Partnered with electronic trading group and converted majority of clients to our platform.
9. Built a reputation for conducting business with the highest ethical standards and respect for client interests.
Responsible for covering all buy side clients in Minneapolis and part of Wisconsin.
Started covering accounts. Lead coverage on "2nd tier" accounts; backed up senior sales at the largest accounts.
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