Gerald (Jerry) Gil

Developed strategic plans that enhanced profitability and streamlined operations.

• Promoted business on social media platforms, strengthening brand identity and driving revenue growth.
• I Oversaw customer service initiatives to enhance client satisfaction.
• Enhanced vehicle electronics by installing advanced stereo systems.
• Designed and installed custom enhanced lighting kits
• Elected as chapter President for the motorcycle riding group established by Yamaha, 'Star'.
• Honored with Yamaha's 'Rising Star Award' for successful expansion and fundraising efforts.

• Reporting to the Head of Business Development Responsibilities include:
• Identified new business leads while managing over 100 client relationships, facilitating growth opportunities.
• New Sales in the US Alternative Business development team full range of middle and back office services customized for each client's specific business requirements, Professional Services and Technology.
• Negotiated with clients and key contacts for fee proposals, ensuring alignment with client expectations.
• Performed due diligence on prospective clients and facilitated client implementation.
• Develop and execute call marketing campaigns to continue promoting the brand
• Coordinated, attended, and presented at conferences and industry roundtables, enhancing brand recognition.
• Maintained full detailed history of each relationship using the professional CRM, Salesforce.
• (Fund Services)
• Significant Achievements: Won two large anchor clients in key markets resulting in additional up sale and referral business

• Reporting to the Head of Business Development and the founding members of IKONIC Fund Services. Responsibilities include:
• Drive development of a business development strategy, product development and budget plans.
• Implement annual business development strategy and marketing plan with the Business Development Team.
• Identified new business leads and collaborated with Business Development Team to secure hedge fund, private equity, and insurance linked securities business for IKONIC Group.
• Represent the IKONIC Group in negotiations with clients and other key contacts and be prepared to negotiate new business and prepare fee proposals.
• Coordinated, attended, and presented at conferences and industry roundtables to enhance brand recognition.
• Conducted due diligence on potential new clients and assisted with client implementation.
• Facilitated fund services to enhance operational efficiency.
• Expanded and maintained a contact database.
• Significant Achievements: Researched and produced a full white paper on the potential launch of a turnkey solution for startup funds. Successfully supported the full rebranding of the organization from ISIS Fund Services to IKONIC Fund Services.

• Reporting to the Board of Directors for Emerging Asset Management Ltd (EAM). Having been pursued by EAM Board of Directors for a role as Managing Director – Global Head of EAM. Responsibilities included:
• Developed existing product range and launched new products to support global sales efforts by managing projects in consultation with clients and liaising with legal and audit partners to deliver effective client solutions.
• Managed aspects of the sales cycle and initiatives, including presenting at “C” level, setting and negotiation of fee proposals. In addition, production of marketing and presentation material, including website design and development.
• Responsible for the oversight of all clients on the platforms. This includes ensuring NAV production process is completed in a timely manner, complex queries escalated are addressed accordingly, monitoring individual and aggregate risk factors on each of the platforms, and consulting on fund structures.
• Tracked financials including client invoicing, vendor fees, and employee salaries, regularly presenting results to the Board.
• Reviewed and negotiated all legal contracts with clients and vendors to ensure favorable terms and compliance.
• Provided investment management services to clients.
• Engaged as a speaker at various industry panels and conferences.
• Significant Achievements: Successfully launched the US and Sharia compliant platforms for US and Middle East markets. Negotiated the listing of sub funds on the offshore platform in Bermuda. Restructured existing platforms to allow for mini and master feeder structures. Designed and implemented sales guidance notes to increase internal operation and on-boarding efficiencies resulting in improved timely launches.

• Reporting to the Managing Director & Head of Sales, North America. Having been pursued by SEI for a role as a Director for Business Development in their alternatives administration practice. Responsibilities included:
• Cultivated relationships with C-level executives and industry influencers, participated in networking events, and hosted marketing campaigns that attracted prospective clients.
• Facilitated discovery meetings, negotiated contracts, and implemented solutions while preparing fee proposals and coordinating responses for RFI and RFP inquiries to meet client needs.
• Established a consulting profile with all contacts, becoming the primary point of contact to expand and develop cross-selling opportunities.
• (Investment Management Services)
• Significant Achievements: Successfully leveraged relationships in the industry leading to a number of opportunities for the hedge fund, private equity and traditional business lines within SEI, supporting the achievement of our team’s annual revenue goal.

• Reporting to the Head of Sales and Relationship Management, North America. Having extended product capabilities in the US to service the alternatives space, I requested relocation to the US to support growth expectations. Responsibilities included:
• Generated new revenues from prospects by sharing expertise, networking, and delivering informative presentations; managing all US client relationships thereby ensuring service levels and customer satisfaction as well as managing customer expectations and resolving conflict as necessary, often including direct interaction with clients’ investors; Onboarding process of all new clients, regardless of the services selected.
• Developed sales strategies and marketing materials, enhancing client communications and updates.
• Focused on marketing to alternatives space while driving business development for Fund of Hedge Funds financing, custody in US, overseas funds marketed by US sponsors, investment risk & performance measurement, and middle office outsourcing.
• Managed cross-selling efforts for prime brokerage business, local transfer agency services, offshore services for UCITS, and Cayman registered office & directorship.
• (Funds Services)
• Significant Achievements: Successfully implemented a full “Sales Cycle” process facilitating contractual negotiation, cross-selling, full on-boarding and relationship management, resulting in high client satisfaction, speed to market and exceeding personal and team revenue targets.

• Reporting to the Head of Sales and Relationship Management, Europe, Middle East and Asia. Upon returning to the UK, managed a number of recently awarded ‘Blue Chip’ names until additional resources were acquired facilitating the acceptance of a position to manage our Middle East expansion plans. The Middle East had become a major focus within the organization due to the significant revenues and investment opportunities derived from oil.
• Expanded Sales and Relationship Management responsibilities, which included:
• Researching the true market and revenue potentials; the competitive climate and the organizations marketing strength culminating into one regional territory plan. The plan outlined the scope, such as product gaps, marketing requirements, structuring of fee tariffs and approach the organization should consider taking in the coming years with respect to resources and expectations of real revenue growth. This plan is now being used as a template for other territories to have a consistent and complete structure for the Executive Committee to review.
• Developed targeted marketing plan focusing on key clients, regional engagements such as seminars and conferences, and specific market opportunities.
• (Institutional Investor Services)
• Significant Achievements: Winning five major mandates from local government agencies in the region & one of the largest local banks, converting a large revenue loss client into a profitable relationship and greater brand recognition of our products in the region. All these have aided in making BNP Paribas Securities Services a credible contender for securities services in the region.

• Reported to the Director of Sales for Europe. Responsibilities included:
• Consistently exceeded retention and sales targets set in previous four years. In 2001, reported revenues totaling in excess of $3 million. Product solution sold consisted of Global Custody (Direct and Global), Funds Administration, Fiduciary Services, Compliance Monitoring and Transfer Agency. Also sold value added services such as Securities Lending, Securities Execution and Order Routing Services, Automated FX products and Third Party Outsourcing – a customized solution utilizing the core services above.
• Generated new revenue from new and existing Bank clients.
• Managed Global Investor clients in UK and Nordic regions; pursued new business opportunities across continental Europe by identifying and developing contacts with prospective clients, producing RFP responses, designing and delivering presentations, and developing sales plans with progress reporting to senior management.
• (Worldwide Securities Services)

• Reported to the Director for Sales and Relationship Management in London for the UK and Nordic regions with primary responsibility for the retention and client satisfaction of Scottish Market clients.
• Led Citibank Relationship Management team in Edinburgh, acting as liaison and escalation point between clients and internal Client Service Department in Dublin.
• Enhanced client satisfaction through regular meetings and presentations, proactively identifying concerns and product gaps.
• Significant Achievements: Achieved very high levels of client satisfaction and significant new sales by implementing regular service reviews allowing specific identification of client requirements and additional cross-selling opportunities.
• Contract negotiations between the Client, their Lawyers, Trustees and Fund Accountants; interest conditions and fee negotiations and the construction and overseeing of service level agreements.
• Coordinated sales process by securing internal approvals, arranging client-specific documentation, and collaborating with Implementations and Transitions team for seamless account maintenance and compliance with tax treaties.
• (Worldwide Securities Services)

• Supervisor of Settlements and assistant to Head of Department. Responsibilities included:
• Supervision of three groups of a total of 16 staff.
• Managed areas including corporate actions, income, securities, pricing, and trade settlement procedures.
• Analyzed existing operations and designed systems that automated manual functions, enhancing overall workflow.
• Developed and implemented automated processes to enhance operational efficiencies, resulting in a promotion to supervise the operations team at Murray Johnstone.
• Introduced and tested new settlement and confirmation systems, including E.T.C. and ALERT, while overseeing development of CREST to streamline processes.
• Handled applications to trade in emerging markets, conducted broker credit reviews, and negotiated custody fees. Maintained contact and correspondence with custodians, legal representatives, compliance officers, and internal fund managers.
• Introduced a full-scale disaster recovery plan.
• Facilitated communication among fund managers, dealers, and settlement groups to establish a centralized dealing unit.
• Managed activities and tasks related to the Securities and Settlements Department.

• Managed three groups focused on portfolio administration and trade support for the Latin American, International Equity, and International Fixed Income Trading desks. Group tasks included:
• Managed the design and implementation of an internal trade processing and accounting system. Responsible for the recruitment, training, supervision and appraisal of a staff of ten people.
• Reconciliation and reporting of all cash and securities positions on a daily basis, recording and reporting of daily Net Asset Values for each fund.
• Trade processing of cash movements and foreign exchanges.
• Research, reconciliation and processing of income and corporate actions.
• Oversaw various system and developmental projects.
• Designed and implemented an internal trade processing and accounting system. Recruited, trained, supervised, and appraised a staff of ten people.
• (Global Investment Management Group)
• Received an Award of Excellence for resolving a crisis situation within the department.