John H Demarest

Managed business development strategies for 220 Financial Advisors in 7 branch offices for the East Bay Market. Partnered with internal product specialists to drive revenue and metrics.

• Grew net acquired assets - 70% of Financial Advisors in the Market had year over year asset growth
• Onboarded 10 new BDM hires in the region over a 2 year period
• Grew our E*Trade asset flows via outside self-directed account capture - brought in $65MM in 2023
• Chosen as moderator of the Business Development Panel at the 2023 National Manager Meeting
• Increased Financial Planning Engagement for the Market by 15 percent
• Created successful UHNW case development workshops for the Market
• Marketed banking team platforms resulting in our team finishing #2 in the Western Region in 2023

Managed the Regional Mid-Atlantic territory of 3 Markets with 10 Branch Offices and 345 Financial Advisors.

• A company leader in coaching Financial Advisors on Practice Management & Business Planning, resulting in approximately $100MM of new assets for the Markets.
• Developed robust relationships with 24 external partners for product marketing and events which garnered some of the highest attendance nationally.
• Created programs in each Market to meet new DOL standards in 2017.
• Promoted to First Vice President after 18 months of employment.

• Increased sales growth and marketing of Credit Suisse Mutual Funds at Merrill Lynch, UBS, Wells Fargo Advisors, and Morgan Stanley in Northern California territory by 15%
• Business Development Territory included San Francisco Bay Area, San Jose, Silicon Valley, East Bay, Sacramento and Central Valley
• Increased territory assets with key relationship partners utilizing Credit Suisse investment strategies by 10%
• Collaborated with senior leadership on development of new marketing collateral and product specific sales campaigns
• Performed monthly conference calls to promote strategic business development ideas and plan execution

• Established and maintained revenue producing relationships with wires, registered investment advisors, and independents for leading global provider of financial services
• Exceeded territory goals of over $85MM for 2010, 2011 and 2012 by nearly 30% Increased revenue in Wire Houses 38% year over year Exceeded quarterly bonus payout goals yearly Cultivated and sustained key relationships with financial advisors at firms including Merrill Lynch, UBS, Wells Fargo Advisors, Morgan Stanley and numerous Independent firms
• Developed strong company presence in an uncultivated territory in California Central Valley Collaborated closely with Internal Accounts team to conceive and implement targeted campaigns, investment strategies, product launches and platform developments Prepared and presented focused high level presentations for advisor seminars and client meetings

• Managed $70MM Northern California Territory for Hartford Mutual Funds, "Director" Variable Annuity Products and Hartford 401K
• Twice ranked #1 in Pacific Northwest Division for Total Sales Generated $135MM in Total Sales from April 2003 to Oct 2004 Developed and maintained key relationships with financial advisors in major accounts of Merrill Lynch, UBS and Smith Barney Cultivated continuous addition of new producers for firm

• Led Annuity Sales and Management in 40 UBS branches within 10 states of Pacific Northwest and Mountain regions
• Managed and developed key Wholesaler relationships for 18 UBS preferred vendors Generated $120MM in Annuity and Life Sales Commissions for Region Organized and conducted regional annuity training meetings for regional financial advisors
• Created and managed Branch Office Insurance Coordinator Program to grow future leaders Secured and managed relationships with Branch Managers and Regional Directors

• Created new Pacific Northwest territory for Business Development of Ohio National Annuity products in UBS, Wells Fargo Advisors and US Bancorp preferred vendor channels.
• Originated territory and produced $17MM in Variable Annuity production in first year.
• Drove sales to increase sales production to $58MM in Variable Annuity production in second year.
Generated 300% growth in territory by second production year.
• Increased company presence to 7.3% vendor revenue for UBS in 2001 Produced 22% of Company's premiums with Prudential Securities in 2001 Received Ohio National "Top Producer Award" - Prudential Securities
Provided high level presentations of company products at several preferred vendor conferences.