Mark J. Nicholas
Egg Harbor Township,NJ
Summary
Dynamic Market Director with a proven track record in financial sales. Successfully expanded territories by over 57% in net new assets while achieving top performance rankings. Expertise in sales strategy and customer relationship management drives market presence and brand awareness.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Market Director
American Beacon Partners
Dallas, TX
01.2024 - Current
- Responsible for external American Beacon Mutual Fund/ETF/SMA and ALTS sales in the Eastern PA/ South Jersey and Upstate NY Territory.
- Managed team in territory to promote brand awareness, create marketing campaigns and drive sales across all platforms.
- Worked closely with home office resources to identify opportunities and close business.
Senior Wealth Consultant
DWS Group
Chicago, IL
10.2018 - Current
- Responsible for external sales of DWS Mutual Funds, RREEF Property Trust (RPT) and Xtrackers ETFs in S. Jersey, Eastern PA and DE covering all channels.
- Have grown territory by over 57% in NNA and NNR while increasing market share and overall producers.
- Top performer from 2019 to 2022 while beginning in last place in 2018.
- Created successful team with various product partners, while increasing revenue across all product lines.
- Was a member of various wholesaler pilot programs and committees and worked closely with the internal desk to create marketing campaigns.
Senior Regional Vice President
Invesco
Atlanta, GA
10.2018 - 12.2023
- Currently (July 2018) 3rd in the country in overall sales, up 40% YOY and 2nd in Fixed Income.
- Achieved consistent YOY market share and sales growth in funds and SMAs, reinforcing competitive positioning.
- Managed external sales for Invesco Funds, SMAs, UITs, and ETFs in Mid Atlantic territory, including Eastern PA, DE, and S. Jersey, driving regional sales strategy.
- Top decile performer in the two recent closed-end offerings and private equity deals.
- Participated in wholesaler committees and pilot programs, collaborating with internal teams to develop innovative marketing strategies and service models.
Education
Bachelor of Arts - Communications
Pennsylvania State University
University Park, PA12-1991
Skills
- Sales strategy
- Revenue forecasting
- Market analysis
- Territory development
- Brand management
- Strategic partnerships
- Customer relationship management
Certification
- Series 7
- 65
- 63
Hobbies and Interests
- Charitable Giving
- Golfing
- Fishing
- Skiing
- Music
- Singing Sinatra
Activities And Awards
- Penn State Basketball, 1987
- Atlantic City Beach Patrol, 1987, 1995
- Leaders Club –Lincoln Financial, 1999, 2004
- Rising Star-AIG, 2004, 2006
- Invesco 3 billion Sales Award, 2017
- Masters Club -DWS, 2021
- President, Heaven’s Helpers Inc - Charitable Foundation
Timeline
Market Director
American Beacon Partners
01.2024 - Current
Senior Wealth Consultant
DWS Group
10.2018 - Current
Senior Regional Vice President
Invesco
10.2018 - 12.2023
Bachelor of Arts - Communications
Pennsylvania State University