Andrew Babin
Wayne,PA
Summary
Highly motivated Sales Associate with a proven background in developing and maintaining strong relationships with Financial Advisors that drive impactful results. Eager to learn about how financial advisors structure their business and service clients in order to deliver better outcomes.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Platform Consultant (PC)
Clark Capital Management Group
12.2021 - Current
- Two years covering PA, NJ, DE, NY, and New England with Team Perch and Team Alexander
- Generated $431M in Total Wealth Strategies sales and $857M in core sales since joining IC teams in 2021.
- Developed and implemented sales and marketing strategies which established and expanded relationships with hundreds of advisor partners.
- Delivered a consistent, high quality, and repeatable experience to enable Financial Advisors to win and retain high net worth assets.
Internal Wholesaler
Pacer Financial
11.2020 - 12.2021
- One year Covering the New England & Pacific Northwest territories for both Independent and Wirehouse channels.
- Expanded AUM in both regions from $38M to $130M and $62M to $212M respectively.
- Managed prospective leads and existing accounts to identify and deliver optimized solutions for Financial Advisors and their clients.
Education
Bachelor of Science - Marketing
Saint Joseph's University
Philadelphia, PA05.2019
Skills
- Presentation delivery
- Case design consultation
- Knowledge of Capital Markets
- Financial literacy
- Consultative sales & leadership
- Time management
Certification
- FINRA Series 7
- FINRA Series 63
Timeline
Platform Consultant (PC)
Clark Capital Management Group
12.2021 - Current
Internal Wholesaler
Pacer Financial
11.2020 - 12.2021
Bachelor of Science - Marketing
Saint Joseph's University
- FINRA Series 7
- FINRA Series 63
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