I bring 17 years of experience in selling enterprise level sales along with networking and recruiting top professionals in the financial services industry. I have built strong relationships and worked closely with many of the top Wall Street firms in all channels including Wirehouses, Regionals, Banks, RIA's and Independent Firms. I have a strong track-record of helping
I bring 17 years of experience in selling enterprise level sales along with networking and recruiting top professionals in the financial services industry. I have built strong relationships and worked closely with many of the top Wall Street firms in all channels including Wirehouses, Regionals, Banks, RIA's and Independent Firms. I have a strong track-record of helping senior management of many BD's and RIA's in identifying and transitioning over $8 billion of assets. Along with the advisor marketplace, I have also helped build distribution teams within all channels and products. Prior to joining Meridian-IQ, I was the President of The Primary Group for more than ten years, where I led a large team of professional recruiters that specialized in the Financial Services Industry. Currently at Meridian-IQ, as a Nationwide sales professional, I consult with my clients, understanding their needs and helping them obtain their sales and recruiting goals.
Specialties: Financial Recruiting, Consultant, Trainer, Advisor Data, Marketing, Leadership, Management, Enterprise Level Sales
VP, Business Development @ Tasked with leading Enterprise Sales within the Broker Dealer and Asset Management Firms promoting the benefits of our state of the art Advisor/Client interfacing software. Oranj was created as a result of a simple observation; people have transformed how they live, work, shop and buy things. Oranj provides advisors with a digital application to provide clients and prospects with a state-of-the-art personal financial management application, a powerful way to connect with clients/prospects, demonstrate value, increase scalability and streamline both front & back office processes. From August 2015 to Present (5 months) SVP, Advisor Channel @ Responsible for Enterprise Level Sales for Meridian-IQ within the Broker Dealer, Asset Management, Recruiting and Financial Software Firms, nationwide. Consistently increased personal sales year over year to $1+ Million dollar annual revenue within three years to help our firm reach a market leader status.
Meridian-IQ, now powered by S&P Capital IQ Research is the most up-to-date database of Advisors in the marketplace and represents the next generation sales and marketing workflow engine for recruiting, distribution, marketing, and market intelligence. Our online databases include Registered Representatives, RIAs, Broker Dealers, Trust Companies and Insurance Agents. Meridian-IQ also offers custom outsourced marketing and data hygiene services. To learn more, visit us at www.meridian-iq.com or contact Greg Sauer at 646-867-6456. From May 2011 to August 2015 (4 years 4 months) President @ Full daily operations of 30 person Executive Search firm that has over thirty years in the business. Report directly as an employee to the CEO/Owner of the firm. Developed strategies and processes to increase the revenues of the organization. Actively Market our search firms process to Financial Firms. Developed the "Team Building Solution" which is a proprietary process by which we identify and place top talent with our clients. From September 1998 to May 2011 (12 years 9 months) Orlando, Florida AreaPresident @ A Division of The Primary Group, an industry leading search firm for the financial services industry. Our focus at Primary Wealth Management is the Broker Dealer Community. We specialize in helping Senior Management with the implementation of hiring strategies for their firm. By using our team approach and our relationships, we deliver the best industry leading candidates to our clients within an unparalleled amount of time. Our firm is built on a foundation of ethical practices which consistently exceed our clients expectations. From September 1998 to May 2011 (12 years 9 months) President @ The Florida Association of Personnel Services (FAPS) is a non-profit trade association that was founded to represent all areas of the Staffing Industry in the state of Florida. Membership is comprised of Direct Placement, Temporary Staffing, and Executive Search companies within the state. From 2006 to March 2011 (5 years) President @ Created a startup local recruiting firm that focused on temp and temp to perm placements within the financial, healthcare and accounting verticals. From 2007 to February 2011 (4 years) Past Member @ The Pinnacle Society is the nation's premier consortium of top recruiters within the direct placement and search industry. For nearly 20 years, the Pinnacle Society has provided the nation's top recruiters a forum in which to exchange the business principles and placement techniques that led them to achieve, and allows them to maintain their success. From 2007 to January 2011 (4 years) Store Manager @ I oversaw several store locations. Had full P/L and hiring/firing responsibility. In charge of several pilot programs for the tourist stores to bring on vendors. Also placed as a associate divisional role overseeing stock balancing and store associate coverage as well as other day to day operational issues.
Viewed by peers as a very professional entreprenural individual that would think "outside of the box" to gain additional revenues. From April 1983 to November 1995 (12 years 8 months)