Investment Services Professional

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Position
Investment Services Professional
Location Confidential
No
Location
Northeast USA
Willing to Relocate
Yes
Industry
Financial-Brokerage/Mut.Fund/Securities/MoneyMgmt
Function
SALES-MANAGEMENT-and-SALES
Compensation
$200,000 to $400,000

Resume Summary
Experienced business development professional for asset management services with required credentials (CFA, CAIA) and current registrations. Strengths include developing and executing sales strategies and communicating sophisticated investment strategies to clients, prospects and investment consultants on behalf of portfolio managers.

Resume Body      INVESTMENT SERVICES PROFESSIONAL

SUMMARY

Experienced business development professional for asset management services with required credentials (CFA, CAIA) and current registrations. Strengths include developing and executing sales strategies and communicating sophisticated investment strategies to clients, prospects and investment consultants on behalf of portfolio managers.

FIDELITY INVESTMENTS AND PYRAMIS GLOBAL ADVISORS

Vice President, Consultant Relations and Business Development, Pyramis Global Advisors, Smithfield, RI
- Pyramis Global Advisors is the institutional asset management arm of Fidelity Investments.
- Responsible for establishing and managing relationships with external investment consultants.
- Responsible for business development of Pyramis Global Advisors institutional asset management strategies, products and services with an emphasis on multi-asset class strategies, including the contribution from alternative investments to return enhancement and portfolio diversification.
- Worked with plan sponsors, endowments and foundations on CIO outsourcing (OCIO), pension plan de-risking, alternative strategies and custom portfolios.
- Formally presented institutional investment strategies, including long only, long/short and market neutral strategies, to plan sponsors and investment consultants on behalf of portfolio managers.

Vice President, Branch Manager, Fidelity Investments
- Opened the first Fidelity investor center in western New York, which serves as a conduit for all Fidelity business lines in the region including the tax-exempt market, Workplace Investing, and Fidelity Institutional.
- Hired and managed a team of eleven registered representatives who worked directly with clients to guide their investment strategies, retirement planning, income protection, asset protection, and family assistance.
- Special focus: worked closely with the market competitive analysis team to provide field perspective.

Senior Director, Distribution Finance, Personal Investing, Fidelity Investments, Boston, MA and Smithfield, RI
- Responsible for all financial, accounting and analytical support for the investor center network.
- Provided direct support to the senior leadership of the investor center network and the distribution finance team.
- Developed discounted cash flow models for each location proposed in the expansion of the investor center network.
- Partnered with the Customer Knowledge Center to develop and market a quantitative, opportunity-based goals process that was implemented across the investor center network.

OTHER BUSINESS EXPERIENCE

Chief Financial Officer, Custer Battles LLC, Newport, RI and Baghdad, Iraq
- Responsible for all financial operations for a start-up risk management consulting company during a period in which annual revenue grew to over $70 million.
- Developed and implemented a financial management system approved by the Defense Contract Audit Agency.
- Established and three financial operations centers in Newport, RI (US headquarters); Beirut, Lebanon and Baghdad, Iraq.
- Established a contract management program to ensure compliance with Federal Acquisition Regulations, Defense Acquisition Regulations and USAID Acquisition Regulations.

Consultant, Financial Advisory Services, Deloitte & Touche LLP, New York, NY
- Coordinated with international investment banks, tax attorneys and government organizations to model the behavior of municipal-owned utilities under various privatization scenarios.
- Created dynamic financial and statistical models to determine the fair market value of over fifty businesses located throughout Europe and the United States proposed for cross-border structured finance transactions.
- Analyzed and tested complex pricing documents prior to issuing opinions on profitability and regulatory compliance.

MILITARY EXPERIENCE

Operations & Training Director, Army ROTC, University of Virginia, Charlottesville, VA
- Designed a four-year leadership development program after analyzing performance trends and training requirements that resulted in UVA cadets scoring in the top ten percent of the nation at a five-week leadership evaluation.
- Supervised a five-member evaluation team that quantitatively assessed the leadership potential of over 300 cadets.
- Ranked as the best of eight team chiefs at the Army ROTC Advanced Camp, Ft. Lewis, WA.

Company Commander, B/1-187th Infantry, 101st Airborne Division, Fort Campbell, KY
- Commanded an air assault infantry company of 131 soldiers capable of worldwide deployment within 18 hours.
- Responsible for achieving all training requirements, leadership development, supply accountability and creating a family support network.
- Led the company during a deployment to Southwest Asia.
- Ranked as the best of five company commanders in the battalion.

Battalion Logistics Officer, 2-12th Infantry, Fort Carson, CO and 1-187th Infantry, Fort Campbell, KY
- Managed logistical operations and annual budgets for a mechanized infantry battalion in the 4th Infantry Division and an air assault battalion in the 101st Airborne Division.
- Ranked at the top of my peer group in all evaluations.

Platoon Leader and Support Platoon Leader, 2-12th Infantry, Fort Carson, CO
- Led an infantry platoon during a deployment to Southwest Asia.

Military Qualifications
- Graduate of the US Army Airborne, Air Assault and Ranger Schools
- Commandants List, Infantry Officer Advanced Course

EDUCATION

William E. Simon Graduate School of Business Administration, University of Rochester, Rochester, NY
- Master of Business Administration

St. Lawrence University, Canton, NY
- Bachelor of Science

PROFESSIONAL AFFILIATIONS

Co-founder and Chair, Fidelity Veteran Employees
Member, CFA Institute
Member, Chartered Alternative Investment Analyst Association
Member, Boston Security Analysts Society
Member, Simon School of Business Alumni Council

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