VP Relationship Manager

• Jul 2023 - Present

VP Relationship Manager Institutional

• Jun 2023 - Jul 2023

Cryptocurrency Relationship Manager III, Institutional Investors, Business Development

• May 2022 - Apr 2023

• Managed a $440 million dollar client book of 130 Cryptocurrency Fintech Institutional Investors including Hedge Funds, Venture Funds, Family Offices, Proprietary Traders, OTC Desks, Cross Border Payment Processors, Bitcoin Lenders, and Web3 Software Developers. • Responsible for overall customer experience including business development activities for prospective new customers; performing operational and regulatory initial and ongoing due diligence and client relationship management. • Conducted presentation calls with Cryptocurrency Fintech Institutional Investor prospects in US, Europe, and Asian markets. • Positioned Silvergate product suite including SAAS, Silvergate Exchange Network, US Dollar and Euro Fiat rail instant onramp/offramp, Trading accounts, Foreign Currency Exchange, Bitcoin Collateralized Lending and Liquidity Financing. • Extensive knowledge of US regulatory requirements such as Bank Secrecy Act, Anti-Money Laundering rules, and Financial Crimes Enforcement Network (FINCEN) requirements, Show less

Investment Wholesaler, Business Development, B2B Sales, Account Management

• May 2012 - Aug 2021

Proven ability to build financial advisor relationships (B2B Sales): • Led meetings with advisor teams in Manhattan and greater New Jersey to discuss economic themes and the interaction with investment products. • Sold over 40 different investment products including Equities, Fixed Income, Real Estate, Hard Asset, Hedge Fund and Derivative products utilizing Separately Managed and Institutional Managed Accounts, Exchange-Traded Funds (ETF) and Mutual Funds. • Primary focus was on Ultra High Net Worth Private Wealth Financial Advisor Segment in New York & New Jersey. • Achieved market growth by meeting or exceeding goals. • Produced $1.6 billion and $1.9 billion in sales in 2020 and 2021 respectively. • Managed combined portfolios of about $660 million in New England, South Florida and Puerto Rico markets Account Management Experience: • Responsible for managing a portfolio of ten clients with a value of $47 billion at Abbot Downing (Wells Fargo Ultra HNW Division) • Worked with clients to provide performance attribution on Principal financial products. • Positioned new financial products for addition to client investment platform to scale across organization. • Served as Fi360 software specialist and Morningstar Advisor Workstation software training leader for region. • Represented Principal Global Investors at Broker Dealer conferences, trade shows, and company National Sales meetings. Show less

Financial Advisor

• Dec 2010 - Apr 2012

Financial Advisor (B2C Sales) • Co-Managed $50 million book of business. Sold Investment portfolios, Life Insurance, Long Term Care Insurance and Variable Annuities to clients. · Prospected for new clients for UnionBanc through direct mail, seminars and cold calls. · Handled new accounts, trade execution, marketing, public events and service requests. · Ensured compliance with laws and regulation including privacy of client and investment information. Financial Advisor (B2C Sales) • Co-Managed $50 million book of business. Sold Investment portfolios, Life Insurance, Long Term Care Insurance and Variable Annuities to clients. · Prospected for new clients for UnionBanc through direct mail, seminars and cold calls. · Handled new accounts, trade execution, marketing, public events and service requests. · Ensured compliance with laws and regulation including privacy of client and investment information.

Business Development Officer, Asst. Branch Manager

• Jun 2004 - Dec 2010

· Co-Managed $30 million deposit and $3 million loan portfolio for consumer, fiduciary, small business, corporate and wealth management clientele. · Responsible for selling consumer checking, savings, money market, CD, and IRAs. · Managed consumer products including home equity and auto loans, unsecured lines of credit, CD’s, and credit cards. · Responsible for selling all business products including merchant card processing, payroll, remote deposit capture, courier & cash management services. · Represented equipment leasing program products including medical, dental, and dermatological financing. · Managed and trained office staff in new accounts, loans, and customer service shop standards. Show less