Overview
Work History
Education
Certification
Timeline
Generic

Evan Blumenthal

New York

Overview

4
4
years of professional experience
1
1
Certification

Work History

Internal Wholesaler

PGIM
05.2023 - Current
  • Partnering with an external wholesaler to drive sales within a territory selling mutual funds, SMAs, BDCs, and ETFs.
  • Building relationships with advisors with the goal of partnership and sales.
  • Have raised over $20,000,000 in individual sales via zooms, calls, conferences, and meetings.
  • Making outbound sales calls to build prospect pipeline while also closing existing business.
  • Working with advisors to create hypothetical portfolios to best fit client’s goals, risk and time horizon.

Sales Associate

Thales Capital Partners LLC
10.2021 - 05.2023
  • Created email templates that are used in email marketing campaigns for clients and their respective funds.
  • Analyzed data gathered from emails to prioritize leads.
  • Led outbound call campaigns targeting financial advisors on behalf of clients and their funds.
  • Met with portfolio managers and other team members to gain a better understanding of the funds and how best to structure the campaign.

ABA Therapist

The Keswell School
02.2021 - 09.2021
  • Observed and recorded specific behaviors. Ran multiple data logs concurrently.
  • Work with leadership to create education plans.
  • Regularly communicated with team for accurate and up to date progressions and of achievement of goals.

Education

Bachelor of Arts - Psychology

Binghamton University, State University of New York
05.2020

Certification

Series 7, Series 63, Life Insurance Producer: State of New Jersey

Timeline

Internal Wholesaler

PGIM
05.2023 - Current

Sales Associate

Thales Capital Partners LLC
10.2021 - 05.2023

ABA Therapist

The Keswell School
02.2021 - 09.2021

Bachelor of Arts - Psychology

Binghamton University, State University of New York

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Evan Blumenthal