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Business Development Resume
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| Desired Industry: Finance/Investment |
SpiderID: 22907 |
| Desired Job Location: San Francisco, California |
Date Posted: 10/7/2008 |
| Type of Position: Full-Time Permanent |
Availability Date: 10/20/2008 |
| Desired Wage: 250000 |
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U.S. Work Authorization: Yes |
| Job Level: Executive (President, VP, CEO) |
Willing to Travel: Yes, 50-75% |
| Highest Degree Attained: Masters |
Willing to Relocate: Yes |
Objective:
I am an investment professional with over 10 years experience in Institutional Investment Sales. I am very interested in business development or client service opportunities. I have successfully raised money for firms’ in spite of the extraordinary challenges and marketplace resistance they presented
Experience:
Patrick Hubert Partners, Llc Concord, CA 2003-Present
Managing Director/Founder
Position Summary
Organized and incorporated a 3rd party marketing firm offering sales and business development advice to a select group of investment management companies we currently represented 3 managers one of which is Phoenix Investment Partners which is comprised of a multi-manager platform. The suite of strategies offered by PHP include: hedge funds, private equity, domestic and international equity and fixed income, emerging market debt.
Accomplishments
• Developed Business Plan, Asset acquisition ,Asset retention strategies for clients
• Scheduled and managed all communication between client and prospects
Citigroup Asset Management 2002-2003
Vice President, Marketing
Position Summary
Responsible for marketing a broad range of investment products to Corporate, Public and
Endowment/foundation plan sponsors in the western United States.
Accomplishments
• Coordinated activities leading to Citigroup being chosen as a finalist in a $70 million small cap growth search within six months of coming on board.
• Established the Citigroup name in the west coast plan sponsor community
Fred Alger Management, Inc. 1998 - 2001
Vice President, Marketing
Position Summary
Opened a sales office on the west coast
Responsible for developing and implementing plans to sell investment management products to the institutional marketplace - corporate, public defined benefit plans and foundation/endowment markets. Also responsible for consultant relationships
Accomplishments
• Doubled the number of finals presentations compared to my predecessor.
• Improved Alger's presence in the plan sponsor and investment consultant community.
Education:
MBA Finance, University of Hartford, Hartford CT
BA Economics, University of Connecticut
Certificate in Investment Strategies and Portfolio Management at the Wharton School of Business at the University of Pennsylvania
Attended various investment/pension management classes
Currently enrolled in the Chartered Financial Analyst Program (level 1)
Affiliations:
Trustee- Contra Costa County Employees' Retirement Association (1994-2002)
California Association of Public Employees' Retirement Systems (CALAPERS)
State Association of County Retirement Systems (SACRS)
Former Education Committee Chair and Program Committee Member
International Foundation for Employee Benefit Plans-Certificate of Achievement in Public Plan Policy-
CALAPERS/Stanford Law School Instructor Public Fund Board Trustee seminar
Skills:
Sales Management: Develop and execute sales plans
Financial Analysis: Understand and articulate complex financial information
Product Knowledge: Experience selling a broad range of products
Management: Coaching, team building, interpersonal skills
Relationship Building: Large network of contacts in investment community
Reference:
Available on request
Candidate Contact Information:
| Name: Jessie Lee |
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| Street: - |
Phone: 925-363-9541 |
| City: - |
Fax: 925-363-954 |
| State: - |
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| Zip: - |
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| Web Site: |
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