Chris Previti
Bradenton,FL
Summary
Accomplished SVP Managing Director at Atalanta Sosnoff, adept in executive leadership and strategic sales growth, spearheaded initiatives that significantly expanded market share and revenue. SVP Managing Director at Transamerica Capital Management leveraging marketing expertise and a talent for staff development, consistently exceeded sales goals, As Divisional Manager achieved top division sales at Transamerica Capital Management from 2008-2014. Demonstrated exceptional ability in fostering innovation and driving business development. Strategic-thinking professional with expertise driving business growth to exceed expectations. Expert in distribution, marketing and business development.
Overview
25
25
years of professional experience
1
1
Certification
Work History
SVP Managing Director
Atalanta Sosnoff
04.2021 - Current
- Hire and manage Distribution, Business Development and Marketing employees to maximize productivity while training staff on best practices and protocols.
- Delivered exceptional advisor service by implementing best practices and fostering a culture of accountability within the organization.
- Developed and executed strategic initiatives to drive business growth, resulting in higher revenues and market share expansion.
- Updated technology by bringing Salesforce in to build a costume contact management system so the team could work more efficiently and affectively .
- Created quick hit marketing campaigns designed to educate advisors on our process and where we fit into a clients portfolios.
- Championed innovation by encouraging cross-functional teams to pursue creative solutions to complex challenges.
SVP, Global Sales and Marketing
Transamerica Capital Management
01.2014 - 04.2021
- Managed 4 Divisional Vice Presidents focused on 3 lines of business (Mutual Funds, Annuities and 401k Plans).
- Team consisted of 50 Regional Vice Presidents and 30 Associate VP's.
- Recruited and Maintained Top Talent.
- Refined Sales Process for each line of business .
- Set activity metrics based on individual territory data and business line.
- Worked extensively with the marking department to develop timely material that was consistent to with the distribution teams messaging .
- Worked on the new product development board, The board was focused on developing future investment products. The goal was to help deal with the ever changing landscape of how clients Save , Invest and protect their assets in order to live life on their terms.
- Grew sales above goal in each line of business year over year.
Divisional Vice President
Transamerica Capital Management
01.2007 - 01.2014
- Developed high-performing teams to ensure successful execution of distribution and strategy for increased sales.
- Recruited, maintained and developed top talent
- Led successful cross-functional collaborations for optimal results in product development, marketing campaigns, and process improvements.
- Increased overall productivity by streamlining processes and optimizing resource allocation.
- Drove bottom-line growth by effectively managing P&L responsibilities for the entire division.
- Grew sales of the division from 350m in 2007 to over 4b by 2013.
- Top sales division in the company 2008- 2014 while I managed the team.
- Established a culture of continuous improvement by promoting collaboration, innovation, and performance excellence throughout the division.
- Developed innovative sales and marketing strategies to facilitate business expansion.
Regional Vice President of Sales
Lincoln Financial Distributors
11.2004 - 01.2007
- Launched successful marketing campaigns that generated increased brand awareness and contributed to top-line growth.
- Leveraged industry trends, competitor insights, and market research to inform advisors and drive proactive sales within the region..
- Developed and executed strategic sales plans for consistent growth in the region.
- Fostered long-term relationships with key advisors and firms , ensuring repeat business and sustained growth.
- Increased regional sales by implementing innovative marketing strategies and building strong customer relationships.
- Introduced new product lines that met evolving market demands, driving incremental revenue growth in the region.
- Expanded market share with targeted prospecting campaigns and effective resource techniques.
- Grew territory sales from 24m a year to 120m a year with in 1st year of managing the territory.
Regional Vice President of Sales
AXA Financial
10.1999 - 11.2004
- Launched successful promotional campaigns that generated increased solution awareness and contributed to top-line growth.
- Leveraged industry trends, competitor insights, and market research to inform strategic planning to create sales opportunities .
- Developed and executed strategic sales plans for consistent growth in the region.
- Increased regional sales by implementing innovative marketing strategies and building strong customer relationships.
- Maximized market penetration through an aggressive approach to prospecting in the region.
- Expanded market share with targeted prospecting and effective negotiation techniques.
- Established strategic partnerships with top producers to maximize sales opportunities and establish long-term business growth.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- 2000 to 2004 I was the top sales representative in the Wirehouse channel .
- Managed 2 Jr RVPs .
Education
Bachelor of Arts - Marketing
Southern Connecticut State University
New Haven, CTSkills
- Executive Leadership
- Strategic leadership
- Business Development
- Sales Growth
- Staff Development
- Revenue Generation
- Public Speaking
- Recruiting and Hiring
- Budget Preparation
- Marketing expertise
Accomplishments
- Atalanta Sosnoff Capital - SVP Managing Director. Recruited to turn around the Distribution, Marketing and Business Development teams . I hired top talent into the organization and terminated those that underperformed . Developed new and updated existing Marketing Material . I hired SalesForce and worked with them to create the companies 1st costume contact management system . Created simplified messaging based on "This is who we are , this is what we do and this is why you should work with us " concept.
- Transamerica Capital -Promoted to SVP Managing Director in 2014- My determination and drive to deliver the best sales personal to drive top line sales . My ability to understand marketing that is simple and resinates with everyday clients drove sales successfully YOY . My executive management skills were on full display in the ever changing financial investment world as well as an organization that was in constant reorganization and vision change .
- Transamerica Capital - As Divisional Vice President I lead the division from last in production to 1st in production after 1 year. Recruiting top talent and coaching up good talent to be top talent was a part of that success. Focusing on proper territory management made everyone work more efficiently. Simplifying our messaging to flow with our marketing made it easier for everyone to sing from the same sheet of music. Focusing on the right advisors to work with given their book size , clients age, clients goals.
- Lincoln Financial Distributors -Increased sales growth from 24m when I took it over to 120m annually.
- AXA Distributors -#1 RVP in Wirehouse Channel 4 of 5 years. Effective territory management, creating a simple understandable message and developing solid relationships with top advisors and firm management.
Certification
- Series 6, 26 and 63
- CRPC
- Completed McKinsey and Associates RTS Program
- Transamerica Executive Management Academy Graduate
Additional Information
- Chosen by Marquis and Who's Who in America Publication -Picture and Bio provided on page 1531 in the 2022 Edition .
- Member of the Fidelity Board for Industry Sales leaders.
- Panelist on Asset TV Masters Class twice.
- Wilkerson Consulting Group - Tested highest on their 360 review of anyone to take the review up until that date Aug 2014.
- Frequent guest on Money Talk Radio Program in NY hosted by Charlie Massimi .
- Quoted in The Annuity Review Magazine 5/2020
Timeline
SVP Managing Director
Atalanta Sosnoff
04.2021 - Current
SVP, Global Sales and Marketing
Transamerica Capital Management
01.2014 - 04.2021
Divisional Vice President
Transamerica Capital Management
01.2007 - 01.2014
Regional Vice President of Sales
Lincoln Financial Distributors
11.2004 - 01.2007
Regional Vice President of Sales
AXA Financial
10.1999 - 11.2004
Bachelor of Arts - Marketing
Southern Connecticut State University
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