Anthony J. Marciano, III
New Canaan
Summary
Dynamic leader with extensive experience at UBS Financial Services, specializing in product innovation and risk management. Developed a competitive residential lending platform that significantly improved client satisfaction and drove portfolio growth. Proven expertise in business development and cross-selling, achieving outstanding results in high-pressure environments.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Agency principal / Owner – Insurance and Financial Services
Allstate Insurance
Weehawken
01.2009 - Current
- Purchased an Allstate Insurance existing book of business.
- Cross-sold existing book of business to increase policies peer household from 1.4 to 2.1 in 1 year.
- Drove marketing efforts that result in new client acquisitions and increased policies in force by 15%.
- Earned Chairman’s’ Club status and Leadership’s Forum in first full year of production.
- Designated as Premier Service Agent.
Vice President / Director of Product Management - Lending
UBS Financial Services
Weehawken
01.2005 - 01.2008
- Leading a cross-functional team charged with creating and implementing a new residential lending platform.
- Developed and implemented a portfolio mortgage product and strategy for high net worth clients.
- Evaluating and modifying existing products to increase competitiveness and fill gaps verses the competition.
- Integrating lending products into bank’s wealth management strategy to maximize cross-sell opportunities.
- Built program including origination process, underwriting guidelines, pricing, servicing and risk management.
- Utilizing field opinions to implement changes that will increase Financial Advisor and client satisfaction.
Vice President / Senior Product Manager
Hudson United Bank
Mahwah
01.2003 - 01.2005
- P&L responsibility for bank’s retail lending, investment and wealth management product lines.
- Implemented new trading platform at one-tenth of the projected cost.
- Increased mortgage volume by 37% and net income by 300% in one year.
- Led multi-functional teams to overhaul product lines increasing customer satisfaction and profitability.
- Integrated product lines into bank’s global strategy and maximize cross-sell opportunities.
Vice President / National Sales Director
Morgan Stanley Credit Corporation
New York
01.1997 - 01.2002
- P&L responsibility for national wholesale network of liability-management product line.
- Manage 14 direct reports and $2 million annual expense budget; provide leadership to 500-broker network.
- Increased origination volume six-fold and drove net income from $2 million to $20 million.
- Design sales and marketing strategies for 14K financial advisors nationwide.
- Led transition to customer-focused consultative sales culture; implemented aggressive cross-selling tactics.
- Developed and introduced 5 new products in 3 years; opened and expanded commercial market lending.
Vice President / Manager Loan Production and Sales
Merrill Lynch Credit Corporation
Jacksonville
01.1992 - 01.1997
- Spearheaded operations for credit division generating $1+ billion annually in loan originations.
- Managed 40 Regional Loan Officers in tandem with 8 Mortgage and Credit Specialists across 12-state region.
- Implemented continuous process improvements and best practices, improving analysis, processing and efficiency.
- Created new products targeting niche markets; provided sales and business development support.
- Strengthened client, broker and sales alliances; designed and delivered training for financial advisors.
- Led development, national introduction, PR and media coverage of innovative dual-collateral lending product.
Education
BS - Business Administration, Finance
University of Connecticut
01.1985
Skills
- Business development and cross-selling
- Product innovation
- Risk management
- Portfolio analysis
- Customer relationship management
Certification
- NASD Series 7
- NASD Series 9
- NASD Series 10
- NASD Series 63
- NASD Series 65
Timeline
Agency principal / Owner – Insurance and Financial Services
Allstate Insurance
01.2009 - Current
Vice President / Director of Product Management - Lending
UBS Financial Services
01.2005 - 01.2008
Vice President / Senior Product Manager
Hudson United Bank
01.2003 - 01.2005
Vice President / National Sales Director
Morgan Stanley Credit Corporation
01.1997 - 01.2002
Vice President / Manager Loan Production and Sales
Merrill Lynch Credit Corporation
01.1992 - 01.1997
BS - Business Administration, Finance
University of Connecticut