Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Bruce Rae

Charleston,SC

Summary

Successful sales professional with history of delivering results through strategic sales initiatives and client relationship management. Known for fostering team collaboration and adapting to dynamic market conditions. Expertise in negotiation and CRM tools, combined with proactive and reliable approach. Consistently met and exceeded sales goals for generating sale with new and existing customers.

Overview

17
17
years of professional experience

Work History

Senior Sales Advisor

Compliance Exchange Group
07.2025 - Current
  • CXG is a market leader specialist in creating and staffing broker dealers worldwide
  • Comprehensive understanding of competitor products, enabling strategic positioning of company offerings.
  • Participated in ongoing professional development opportunities to stay current with industry trends and maintain expertise.
  • Collaborated with cross-functional teams to develop new products, ensuring successful product launches.

Senior Sales/Consultant

Mill Street Research
06.2024 - Current
  • Drove sales by fortifying client relationships, implementing innovative business strategies, and identifying improvement areas that culminated in a 50% enhancement in client satisfaction.
  • Partnered with customers to evaluate their needs, customized solutions, and concluded deals, improving customer retention by 34%.
  • Crafted and distributed daily research reports to clients while writing engaging posts and blogs, which boosted client engagement by 75% among both mid-market and HNW retail clients.

Senior Vice President Of Sales

BCP Securities
10.2014 - 03.2024
  • Spearheaded equity and convertible sales and trading operations for BCP Securities, focusing on major institutions across the United States and Europe.
  • Instituted the International/Retail Convertible Trading Desk, optimizing operational efficiency.
  • Consistently surpassed sales goals and service targets through the strategic development of new customer relationships.
  • Evaluated opportunities to enhance business process flows and elevate productivity.
  • Articulated strategic initiatives and progress to senior business leaders, fostering mutual understanding and collaboration.
  • Cultivated and sustained robust relationships with customers, vendors, and strategic partners.

Senior Vice President of Sales

Wunderlich Securities
01.2012 - 10.2014
  • Led strategic sales initiatives, resulting in increased market penetration and revenue growth.
  • Established key partnerships to broaden customer base and drive collaborative sales efforts across multiple regions.

Senior Vice President

William Blair
02.2009 - 12.2011
  • Orchestrated numerous strategic initiatives as Senior Vice President, leveraging industry expertise to catalyze significant growth.

Education

Bachelor of Arts - Economics

Hobart College
Geneva, NY

Skills

  • Finra Series 7 24 63
  • Compliance
  • Consulting
  • Salesforcecom
  • Financial Planning
  • Analytical Skills
  • High Net Worth Contacts
  • Retail/Mid Market Experience
  • Strong leadership skills
  • Mentoring junior employees
  • Recruitment/HR
  • Communication Skills

Accomplishments

Founding member of Pacific Street House

This chartable homeless shelter provided safe living and working conditions to over 100 residents.


Timeline

Senior Sales Advisor

Compliance Exchange Group
07.2025 - Current

Senior Sales/Consultant

Mill Street Research
06.2024 - Current

Senior Vice President Of Sales

BCP Securities
10.2014 - 03.2024

Senior Vice President of Sales

Wunderlich Securities
01.2012 - 10.2014

Senior Vice President

William Blair
02.2009 - 12.2011

Bachelor of Arts - Economics

Hobart College

Similar Profiles

CREATE PROFILE
Bruce Rae