Colin Arnold
Willowbrook,IL
Summary
Results-driven sales and distribution leader with 9+ years of experience in asset management. Proven track record of exceeding sales targets, building strong client relationships, and leading high-performing teams. Expertise in fixed income, ETFs, mutual funds, and SMAs across various distribution channels. Successfully launched new products, implemented strategic initiatives, and navigated complex regulatory landscapes.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Director, Sales and Distribution
Performance Trust Asset Management
01.2022 - Current
- Co-manage West Division, achieving $615M/$353M gross/net sales in 2023 and $438M/$205M YTD in 2024
- Worked directly with CEO to overhaul the distribution model, compensation plan, and territory balancing, to reduce costs and improve efficiencies
- Served as General Securities Principal, ensuring FINRA and SEC compliance through collaboration with CCO and outsourced compliance groups
- Managed and hired 11 internal/external sales team members, fostering a high-performance culture
- Developed and launched the firm's first institutional business, including a successful Collective Investment Trust (CIT)
- Secured selling agreements with major target firms and consulted on the launch of the firm's first active ETF.
Director – Territory Leader
Performance Trust Asset Management
02.2021 - 07.2022
- Spearheaded business development in the South-Central territory, selling 3 actively managed fixed income mutual funds
- Managed de-channelized sales efforts for over 10,000 prospects, resulting in $155M in 2021 sales and $75M in Q1/Q2 2022
- Conducted 18 territory visits in 18 months, building strong advisor relationships.
Internal Client Advisor, IBD
J.P. Morgan Asset Management
07.2019 - 02.2021
- Achieved $950M/$1.05B in asset raises in 2020 across mutual funds, ETFs, and SMAs
- Implemented a process-driven approach to territory management, effectively engaging a new client base
- Leveraged strong sales and relationship-building skills to quickly integrate into the territory.
Hybrid Wholesaler, BD
Invesco Distributors, Inc.
11.2017 - 05.2019
- Piloted hybrid sales role focused on Edward Jones in IN, MI, and WI, achieving $11.8M in direct sales by April 2019 (+50% YoY)
- Developed and implemented successful territory management strategy, including a "one week in – one week out" system.
Internal Sales Consultant, IBD
Invesco Distributors, Inc.
09.2015 - 11.2017
- Cultivated strategic advisor partnerships, driving territory sales from $385M in 2015 to $437M in 2016 (+13.5%).
Financial Advisor
Edward Jones Investments
07.2014 - 09.2015
- Completed Financial Advisor Career Development Program
- Managed $20M in assets across 3 branches in transition
- Built a new practice in Barrington, IL, growing to 18 accounts and $1.8M AUM.
Education
B.A. in Finance & Economics -
Augustana College
Rock Island, IL05.2014
Skills
- Salesforce
- Morningstar
- Y-Charts
- Discovery Data
- AdvizorPro
- EVestment Omni & Market Lens
Certification
- Series 7
- Series 66
- Series 24
Timeline
Director, Sales and Distribution
Performance Trust Asset Management
01.2022 - Current
Director – Territory Leader
Performance Trust Asset Management
02.2021 - 07.2022
Internal Client Advisor, IBD
J.P. Morgan Asset Management
07.2019 - 02.2021
Hybrid Wholesaler, BD
Invesco Distributors, Inc.
11.2017 - 05.2019
Internal Sales Consultant, IBD
Invesco Distributors, Inc.
09.2015 - 11.2017
Financial Advisor
Edward Jones Investments
07.2014 - 09.2015
B.A. in Finance & Economics -
Augustana College
- Series 7
- Series 66
- Series 24
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