Experience

NYLO Aesthetics

• United States
• Personal Care Product Manufacturing
• 1 - 100 Employee

• President

  • May 2018 - Present

  NY Laser Outlet, a leader in the cosmetic laser industry, has created a "One-Stop-Shop" approach to the laser business. Services include buying, selling, renting, repairing, financing and clinical education of cosmetic equipment. We have a large showroom in NYC and a second showroom in Boston and sell both new and refurbished equipment. Clients visit us from all over the world to learn about and demo various devices and save 30%-80% from manufacturer's listed prices. At NY Laser Outlet, it's not about the sale but the relationship. We have established an outstanding reputation for having the highest quality of equipment and a culture of integrity and exceptional customer service. Clients value the relationship with NY Laser Outlet and appreciate the honesty and objectivity that is provided to them. Show less

• Sales & Marketing

  • Jan 2016 - Present



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Private Banker

  • Feb 2011 - Sep 2014

  Private Bank and Wealth Advisory Services Responsibilities: Work with High and Ultra High New Worth clients. Analyze the wealth structure, banking needs and investment profile of new and existing clients. Develop banking and investment solutions based on specific criteria and characteristics of the client's financial structure. Partner with other bank groups to provide comprehensive care and solutions for all types of customers. Private Bank and Wealth Advisory Services Responsibilities: Work with High and Ultra High New Worth clients. Analyze the wealth structure, banking needs and investment profile of new and existing clients. Develop banking and investment solutions based on specific criteria and characteristics of the client's financial structure. Partner with other bank groups to provide comprehensive care and solutions for all types of customers.



Marom Consulting Services

• Senior Managing Director, Principal

  • Jan 2003 - May 2011

  Retained as Executive Consultant to traditional and alternative investment firms to increase revenues through new institutional relationships, third party intermediaries and retail distribution channels. Defined and restructured marketing strategies, branding, and targeted marketing programs/campaigns that resulted in new business development and market penetration. Business Accomplishments • Provide significant knowledge, credibility and key institutional relationships for emerging and institutional managers that want to restructure marketing focus and enter new distribution channels. • Create proprietary, comprehensive educational training programs for plan trustees, wealth advisors and clients. • Strong contacts and influence with Independent Consultants, RIAs, Wealth Advisors, SMA platform firms. • Develop marketing launch and capital introduction campaigns for start up and boutique investment firms. • Develop brand awareness, new business relationships and client retention campaigns. • Conduct, write and publish in depth, proprietary research papers, special reports and newsletters customized for investment strategies and topical industry issues. Clients Include: Aspire Technology Group, Orange County, CA Munder Capital Management, Birmingham, MI Talon Eight LLC, Cincinnati, OH Meredith Financial Group, New York, NY Global Capital Acquisitions, New York, NY Consultiva Internacional, Puerto Rico & New York Medivisor Inc, Melville, NY CityRealty LLC, New York, NY Show less



Jamison Prince Asset Management

• Managing Direcor

  • Oct 2001 - Dec 2002

  Director of Marketing & Client services for a boutique, equity asset management firm. Responsible for all aspects of the firm's marketing, client service, business development, strategic planning and compliance. •Redesigned and created new marketing materials including a new web site, presentations, brochures, profiles, and educational materials. Maintained quarterly and periodic updates. •Shifted the marketing focus from the private to institutional marketplace. •Managed performance measurement reporting and adherence to performance standards. •Expanded web based and third party distribution channels to develop new business. •Developed the compliance manual and managed reporting disclosure and regulatory requirements. •Increased new business over 15% within first year during a significant bear market environment. Show less



Paine Webber, Inc.

• Director of Institutional Consulting, Investment Manager Research and Training

  • Apr 1997 - Dec 1999

  Managed a team of 20 analysts in three separate groups: institutional research & consulting; investment and manager research; and field training. •Directed the PRIME Institutional Asset Consulting Group which consisted of over 40 top tier financial consultants. Responsible for investment research and analysis, analytical support, oversight of regulatory and policy issues, developed group branding and marketing materials, provided “home-office” expertise to financial consultants for client presentations to the institutional and private client marketplace. •Managed a team of 25 investment research analysts. Conducted in-depth manager research for separate accounts and mutual fund “wrap fee” products. •Responsible for the design and development of a national five tier training program to educate and train over 8,000 field financial consultants on managed account services. Organized national and regional training seminars. Show less



Munder Capital Management

• Regional Director

  • Apr 1990 - Apr 1997

  Developed and maintained all new business relationships for institutional and high net worth clients on the East Coast through brokerage and independent consulting firms. •Established a significant East Coast presence and outstanding firm reputation. Managed national accounts relationships regionally and nationally within the investment consulting departments of the major brokerage firms and independent consulting and advisory firms. •Speaker at numerous industry conferences, national corporate meetings and client seminars. •Developed marketing and training materials to educate financial consultants, trustees and HNW individuals. •Awarded outstanding Marketing Director within the industry: 1994, 1996 •Assets in separate account programs increased from $35 million to over $5 billion in seven years. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • 1985 - 1990

  Industry veteran and architect in Seperate Managed Account business and other fee-based services for institutions and retail markets. Managed a team responsible for all aspects of the firm’s investment consulting services for institutional and private wealth clients. • Converted significant Firm revenues from commission based to high margin, fee based revenues through the design/development of proprietary, fee based, separate managed accounts products and services. • Developed proprietary investment manager databases and performance measurement systems for the Firm. • Founding member of Investment Management Consulting Association (IMCA). Developed original training materials for IMCA relating to investment manager research, due diligence processes, investment policy and performance reporting requirements. Show less