Daniel Porter

New business presentations with a 75% win ratio. Trading, Account reconciliation, consultant relations, mutual fund development, website and marketing material creation, deployment and maintenance. Sub-advisory client service for Nuveen, AXA, UBS and Hirtle-Callaghan.

Institutional sales Director tasked with developing and servicing new institutional clients on a global basis.

• Adaptable and proficient in learning new concepts quickly and efficiently.
• Skilled at working independently and collaboratively in a team environment.

• Achieved high levels of customer retention through proactive outreach efforts and diligent follow-up on issues or concerns.
• Collaborated with other departments to ensure seamless communication and support for customers throughout the entire purchasing process.
• Conducted regular evaluations of staff performance, identifying areas for improvement and implementing targeted training initiatives as needed.

• Negotiated contracts for favorable terms, resulting in increased profitability and client satisfaction.
• Implemented efficient tracking systems for managing customer information, streamlining communications and increasing productivity.
• Collaborated with cross-functional teams to develop targeted marketing strategies for each national account.
• Achieved sales targets consistently by implementing effective sales strategies tailored to individual accounts.