Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Timeline
Generic

Lauren Medici

Providence,RI

Summary

Accomplished Institutional Equity Sales Broker adept at growing business through deep industry knowledge and strong relationship-building abilities. Leveraging over 12 years of experience to generate growth by developing new prospects and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships & understanding customer needs. Proactive and goal-oriented with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive success and contribute to organizational growth.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Health & Wellness

01.2021 - Current

Senior Financial Sales Representative

M Science
01.2020 - 01.2021
  • Sold & marketed financial research, compiled through data science & analysis
  • Established rapport with C-level decision-makers at target organizations, fostering trust and credibility that facilitated successful negotiations.
  • Exceeded sales targets consistently by effectively managing pipeline and closing deals efficiently.
  • Implemented innovative prospecting techniques, successfully expanding the client base in a competitive market.

Business Development

Bayberry Capital
01.2018 - 01.2020
  • Assisted in launching a long / short equity hedge fund, while helping raise capital and recruiting analysts via presentations and networking
  • Conducted market research, identifying new business opportunities and potential clients.
  • Provided excellent customer service by promptly addressing inquiries from existing clients or potential customers on various channels such as phone calls or emails.

Equity Sales & Account Management (VP)

Third Bridge
01.2016 - 01.2017
  • Successfully helped grow the Asset Management business by signing on new accounts, as well as increasing market share of existing accounts
  • Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
  • Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.

Institutional Equity Research Sales (SVP)

Oppenheimer & Co
01.2012 - 01.2016
  • Accountable for Institutional Asset Managers with combined AUM over $50B, 100% commission driven
  • Showed consistent annual growth in business levels

Institutional Equity Research Sales (SVP)

JP Morgan
01.2010 - 01.2012
  • Managed Institutional Equity Hedge Funds with combined AUM over $50B
  • Grew largest account from $250k to $1.2M in cash equity business, also assisted in developing / signing a Prime Brokerage relationship with the fund
  • Developed and executed strategic initiatives to drive business growth, resulting in higher revenues and market share expansion.

Institutional Equity Research Sales (VP)

SunTrust Robinson Humphrey
01.2005 - 01.2009
  • Assisted in basic client communication, research distribution, while building relationships using team-oriented sales process
  • Quickly transitioned from an associate to Senior Sales after given a dormant book of business
  • Grew multiple low to non-paying accounts to upwards of $300k each in annual commission

Education

Bachelor of Arts - Economics & Spanish

Dartmouth College
Hanover, NH
06.2005

High School Diploma -

Thayer Academy
Braintree, MA
06.2001

Skills

    Relationship Building and Management

    Sales and Marketing

    Financial Services / Stock Market Understanding

    Investment Management

    Fundamental Analysis / Equity Research

    Business Development / Hedge Fund Strategies

    Client Engagement / Needs Assessment

    Investment Guidance

    Lead Generation

    Customer Referrals

Certification

  • FINRA Securities Industry Essentials (SIE)
  • Producer Life, Health, Accident Insurance
  • FINRA Series 7 & Series 63 (expired)
  • MS Office
  • Salesforce
  • CPR / First Aid Certified

Hobbies and Interests

  • Behavioral Health & wellness
  • Data science
  • Running (completed 8 marathons)
  • Cooking
  • Travel
  • Sports
  • Dining out
  • Family

Timeline

Health & Wellness

01.2021 - Current

Senior Financial Sales Representative

M Science
01.2020 - 01.2021

Business Development

Bayberry Capital
01.2018 - 01.2020

Equity Sales & Account Management (VP)

Third Bridge
01.2016 - 01.2017

Institutional Equity Research Sales (SVP)

Oppenheimer & Co
01.2012 - 01.2016

Institutional Equity Research Sales (SVP)

JP Morgan
01.2010 - 01.2012

Institutional Equity Research Sales (VP)

SunTrust Robinson Humphrey
01.2005 - 01.2009

Bachelor of Arts - Economics & Spanish

Dartmouth College

High School Diploma -

Thayer Academy

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Lauren Medici