Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Colman Flanagan

Houston

Summary

Highly motivated sales and marketing professional who seeks challenges and thrives in competitive environments. Experience working in all channels of business and demonstrated sales of multiple products including mutual funds, separately managed accoutns and exchange-traded funds. Built strong reputation in assigned territory as a trusted partner with a unique ability to create lasting relationships. Passionate about increasing client business by partnering with quality advisors to provide customized ideas and quality service. Success demonstrated across all major distribution channels. Consistent track record of increasing sales and yearly growth percentage within territory.

Overview

10
10
years of professional experience
1
1
Certification

Work History

External Wholesaler

Pacer ETFs
12.2022 - Current
  • Managing all sales and marketing efforts with focus on wirehouse firms in South Texas and South Louisiana.
  • Execute strategic business plan focused on building business across broad territory. Responsible for the distribution for 30+ Exchange Traded Funds.
  • Provide capital market updates and business development ideas to clients. Provide clients with guidance in portfolio construction.. Work with Firm COIs to help achieve firm goals.
  • Deliver engaging client education presentations to assist with the retention and growth of client assets.
  • Create unique and intimate client events.


Regional Sales Specialist

Amundi Asset Management US
12.2015 - 12.2022
  • Responsible for distribution of Amundi US products to wirehouse firms WA and OR, and all channels in ID, MT and AK
  • Work diligently with regional vice president to keep clients informed on current capital markets perspective
  • Create unique business development concepts for broad spectrum of financial advisor needs
  • Actively market 40+ mutual funds as well as an assortment of separately managed accounts
  • Team Captain of a sales team of 30 individuals
  • Maintained reputation as a primary resource for unique prospecting ideas utilizing social media during COVID.
  • 3-time Presidents Club award winner (2016, 2018, 2020).
  • Host meetings in territory with with subset of financial advisors under my management.


Sales Representative

Pioneer Investments (Amundi US)
09.2015 - 12.2015
  • Develop leads from financial advisors throughout the country by providing sales ideas to the independent, wirehouse, bank and RIA distribution channels
  • Place and receive approximately 250 calls per week and provide information to financial advisors regarding market updates, portfolio composition, and product design.

Investor Representative

Pioneer Investments (Amundi US)
09.2014 - 09.2015
  • Provide service to financial advisors and shareholders regarding Pioneer Investments products
  • Fielded approximately 800-1,000 inbound calls and emails monthly
  • Assist with financial advisor tax preparation for clients.

Education

Economics -

University of Massachusetts at Amherst
Amherst, MA
05.2014

Skills

  • Public Speaking
  • Sales
  • Data Analysis Skills
  • Relationship Management
  • Sales Presentations
  • Territory Management
  • Portfolio Construction

Certification


  • Series 7
  • Series 66

Timeline

External Wholesaler

Pacer ETFs
12.2022 - Current

Regional Sales Specialist

Amundi Asset Management US
12.2015 - 12.2022

Sales Representative

Pioneer Investments (Amundi US)
09.2015 - 12.2015

Investor Representative

Pioneer Investments (Amundi US)
09.2014 - 09.2015

Economics -

University of Massachusetts at Amherst

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Colman Flanagan