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