HARRIS N. MAY
Stamford,VT
Summary
Results-driven leader with a strong background in sales and business development, achieving $400 million in assets under management at Strategic Partners Investment. Demonstrated expertise in articulating complex strategies and fostering robust client relationships. At Wasmer, Schroeder & Company, identified growth opportunities that enhanced portfolios by up to 260%. Proficient in developing compelling presentations and addressing client requirements effectively.
Overview
2024
2024
years of professional experience
Work History
President
DAFANIE FINANCIAL GOUP, LLC
- 01.2024
- Employee Healthcare Benefits to franchise owners, associations, and small businesses.
MANAGING DIRECTOR
WASMER, SCHROEDER & COMPANY
01.2018 - 01.2019
- Company Overview: An $8.7 billion AUM fixed income money manager with over 70 employees specializing in SMA Municipal bonds, Mortgage-Backed Securities, Corporate Bonds, and Government Sponsored Enterprises.
- Communicated value proposition of firm and product offerings to existing and potential customers, delivered pitch book, and identified new business opportunities with existing and potential customers.
- Created a marketing plan that increased WSC’s visibility and AMU with important channels of distribution
- Identified opportunities that resulted in onboarding $10mm to $36mm SMA portfolios
FOUNDER/PRESIDENT
STRATEGIC PARTNERS INVESTMENT
01.2000 - 01.2018
- Company Overview: A boutique fixed income money manager with 6 employees specializing in SMA tax-exempt and taxable bonds.
- Spearheaded new business development, created value proposition for firm and strategies, created marketing materials and firm pitch book. Also, conducted client meetings and identified new business opportunities with existing and potential customers.
- Grew business to as high as $400 million in assets under management with 6 employees
- Created proprietary client reports and portfolio analytics to respond to client needs
Education
BACHELOR OF SCIENCE -
Stern School of Business, New York University
Skills
- Sales and business development
- Identifying new business opportunities
- Creating presentations for pitch books
- Partnering with marketing teams
- Responding to client needs and requests
- Build and maintaining client relationships
- Setting objectives
- Ability to communicate complex strategies
Timeline
MANAGING DIRECTOR
WASMER, SCHROEDER & COMPANY
01.2018 - 01.2019
FOUNDER/PRESIDENT
STRATEGIC PARTNERS INVESTMENT
01.2000 - 01.2018
President
DAFANIE FINANCIAL GOUP, LLC
- 01.2024
BACHELOR OF SCIENCE -
Stern School of Business, New York University
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