MARTY BURKE

Executive Director at Bramshill Investments LLC
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Contact Information
us****@****om
(386) 825-5501
Location
San Juan Capistrano, California, United States, US

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Credentials

  • Series 7, 24, 63, 65
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Bramshill Investments LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Executive Director
      • Jun 2019 - Present

  • PIMCO
    • United States
    • Investment Management
    • 700 & Above Employee
    • PIMCO
      • Jul 2000 - Apr 2017

    • PIMCO - VICE PRESIDENT – EXTERNAL ADVISOR CONSULTANT
      • Oct 2010 - Mar 2017

      - Territory: Orange County, CA- Channel: National/Regional Broker-Dealer, IBD, RIAs, Banks - Responsible for distributing Open-End & Closed-End Funds, SMAs and Specialty Offerings- Traveled with Portfolio Managers, Analyst, Strategists and Economists - Frequent public speaking emgagements - Built deep relationships with advisors by understanding their business models and their needs- Consistently held market share that ranked favorable across PIMCO territories - Performed at a high level during CEF IPO periods - Ability to get new SMA strategies and OE Funds shelf space at Broker-Dealers, Banks and IBDs Show less

    • Allianz/PIMCO - DIVISIONAL SALES MANAGER – WESTERN DIVISION WIREHOUSE TEAM
      • Jan 2008 - Oct 2010

      - Overall management responsibility for a team of 11 wholesalers - Responsible for mentoring & training staff to distribute firm Open/Closed-End Funds, SMA and Specialty Products- Formed and sustained a group that consistently met or surpassed sales goals- Ranked in the top couple of divisions whether measured on Gross/Net or Relative to Goal Sales - Top performing Division during IPO periods - Grew market share and sales at Morgan Stanley making them the #1 client in the West Show less

    • Allianz/PIMCO - NATIONAL SALES MANAGER – EQUITY DIVISION, WIREHOUSE CHANNEL
      • Jun 2006 - Jan 2008

      - Headed a sales team of 23 wholesalers focused on broker-dealer firm distribution - All equity offerings available through the Allianz Global Investors network - Represented PEA, RCM, Oppenheimer Capital, NFJ, Nicholas Applegate - Directed firm SMA sales of single firm, multi-firm CDP, PIMCO’s Total Return strategy- Led division performance to exceed challenging targets during dual sales force experiment- Led team contribution to the distribution of CEF offerings during the IPO periods Show less

    • Allianz/PIMCO - SENIOR VICE PRESIDENT - INDEPENDENT AND BANK CHANNEL
      • Jul 2000 - Jun 2006

      - Responsible driving wholesale distribution of Open-End, Closed-End Funds, SMAs- Called on Independents and Bank-Based Broker-Dealers- Consistently a top producer in the Independent Channel – either top 1 or 2 in annual sales

Education

  • Towson University
    Bachelor of Arts - BA, Finance, General

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