Christopher Viviano
Mineola,NY
Summary
Accomplished senior sales professional with over 15 years of expertise in capital raising, revenue generation, and sales leadership within financial services/technology sectors. Proven track record of driving business growth as a team leader by successfully engaging Senior/C-Suite executives and securing large enterprise deals with banks, RIAs, Family Offices, and Private Equity firms. Demonstrated commitment to leadership through education, coaching, and development, fueling a passion for cultivating talent and achieving organizational success.
Overview
16
16
years of professional experience
Work History
Head of Business Development
Luminary, Inc.
08.2024 - Current
- Lead trust & estate planning startup software sales team selling into the top banks, RIAs, Family Offices and professional services firms
Sales Manager
Intralinks
01.2024 - 08.2024
- Lead a team of 7 covering 10 of the top banking relationships across the US
- Managed a $33 million quota
- YTD attainment at 109% of goal at time of exit
US Upper Market Account Coordination Lead
Intralinks
04.2023 - 12.2023
- Responsible for YoY revenue growth at the firm's top strategic banking accounts across all US geographies
- Lead a team of 10 - training, strategic initiatives, growth planning
Senior Account Executive
Intralinks
05.2021 - 12.2023
- SaaS sales leader working with major investment banks, RIAs, Family Offices and private equity to enhance their technology capabilities through consultative territory effort
- 2022 President's Club Award
- 2021 Q4 Global SPIFF Winner
- 2021 Intralinks Newcomer of the Year
Wealth Management - Financial Advisor
Merrill Lynch
08.2020 - 05.2021
VP, Wealth Management, Northeast Region
Brookfield Asset Management
01.2019 - 08.2020
- Territory wholesaler responsible for forging relationships and growing revenue in New York City and Long Island territory
- Building brand awareness for Brookfield as a global leader in real assets and alternative asset management
- Main relationships: UBS, Merrill Lynch, Morgan Stanley, Wells Fargo, Raymond James, RBC, Stifel, LPL, RIA market
Private Sales Consulting Contracts
03.2017 - 12.2018
- Euler Hermes North America, New York, NY
- SL Advisors, Westfield, NJ
- Ernst & Young, LLC., New York, NY
VP, Regional Territory Manager (External Sales)
Fred Alger & Co. Inc.
08.2012 - 02.2017
- TERRITORY: Southwest
- Revitalized a neglected territory and built territory to 190% of annual goal by end of 2015
- Create awareness, build name recognition and credibility with hundreds of clients through presentation, fence mending, diligent follow-up and strong relationship building
- Created and maintain deep customer relationships with product analysts, investment specialists, and top producers from UBS, Merrill Lynch, Morgan Stanley, Wells Fargo, LPL, Raymond James, RBC, Ameriprise independent BDs/RIAs
- Maintain a territory rotation through multiple zones to insure all clients are covered and my calendar remains full
- Average 25 client meetings and presentations per week
- Accomplishments:
- Ranked #10 amongst national sales team of 16 my first full year in the territory after it was #16 of 16 the year before
- Restructured laboring territory from $90MM in annual production to over $220MM
- Conducted Legacy Planning Roadshows, educating FA's on the impact and ramifications of maintaining client assets
Neuberger Berman LLC.
06.2011 - 08.2012
JPMorgan Chase & Co.
11.2009 - 05.2011
Education
Bachelor of Science - Finance
Siena College
Loudonville, NY05.2009
High School Diploma -
Chaminade High School
Mineola, NY05.2005
Skills
Sales Methodology & Leadership Highlights
- MEDDPICC Champion: Deployed MEDDPICC across multiple teams at Intralinks & Luminary; coached reps on using criteria to advance and win complex enterprise deals
- Force Management Practitioner: Applied “Command of the Message” for strategic enterprise sales planning; consistent revenue overachievement
- Forecasting & Pricing: Collaborated with sales leadership and finance to increase forecast accuracy >90% and drive pricing strategy for top-tier accounts
- Enterprise Sales Coach: Led team-level workshops and 1:1 coaching sessions to embed methodology and support rep performance
Training Licenses
- Previously Series 7/63/65 licensed before leaving financial services industry to sell enterprise technology
- Proficient in Microsoft Suite - Word, Excel, and PowerPoint
- Proficient in SalesForce Marketing Cloud, HubSpot, SalesLoft, Outreach, GONG, Tableau, LinkedIn Sales Navigator, Apollo, Slack, Fireflies
- Certificate of Completion at Fusion Group's Presenting for Success
Timeline
Head of Business Development
Luminary, Inc.
08.2024 - Current
Sales Manager
Intralinks
01.2024 - 08.2024
US Upper Market Account Coordination Lead
Intralinks
04.2023 - 12.2023
Senior Account Executive
Intralinks
05.2021 - 12.2023
Wealth Management - Financial Advisor
Merrill Lynch
08.2020 - 05.2021
VP, Wealth Management, Northeast Region
Brookfield Asset Management
01.2019 - 08.2020
Private Sales Consulting Contracts
03.2017 - 12.2018
VP, Regional Territory Manager (External Sales)
Fred Alger & Co. Inc.
08.2012 - 02.2017
Neuberger Berman LLC.
06.2011 - 08.2012
JPMorgan Chase & Co.
11.2009 - 05.2011
Bachelor of Science - Finance
Siena College
High School Diploma -
Chaminade High School
Similar Profiles
DANIELA LOGANDANIELA LOGAN
Senior Digital Producer – Principal (Build) | Scrum Master at LuminarySenior Digital Producer – Principal (Build) | Scrum Master at Luminary
GAUDHAMI SASIGAUDHAMI SASI
Full Stack Web Developer Intern at Luminary LabsFull Stack Web Developer Intern at Luminary Labs
Edwige RaymondEdwige Raymond
STNA at Luminary HospiceSTNA at Luminary Hospice
Emil SabuEmil Sabu
Box Office Supervisor at Long Island Children's MuseumBox Office Supervisor at Long Island Children's Museum
Jack WilloughbyJack Willoughby
Health Club Attendant at University of Maine MachiasHealth Club Attendant at University of Maine Machias