Patric Reilly
230 Riverside Dr, New York,NY
Summary
Strategic and results-oriented business leader with experience in institutional client coverage, strategy and relationship development. Skilled in developing and executing business plans and firm-to-firm relationships to maximize profitability. ROI focused leader who motivates and optimizes staff performance and productivity. Versatile Managing Director with abilities across all levels of organizational management. Talented in developing partnerships, overseeing personnel and developing tactical plans to meet strategic goals. Proven leader with significant background in equities, prime services, syndicate/ capital markets and family office management.
Overview
31
31
years of professional experience
Work History
Managing Director
Morgan Stanley Institutional Equity Sales
New York, NY
08.1999 - 10.2023
- Oversaw a $300 million revenue New York based Institutional equities sales desk, including a global sales team of 10 people.
- Quarterbacked sales coverage models and delegated coverage over 6 regions.
- Coordinated cross-asset initiatives for over 300 multi-strategy clients for over two decades
- Worked closely with upper management to determine strategy and product development in both institutional and wealth management client bases.
- Mentored and developed 6 new salespeople to the team at Morgan Stanley
- Sat on Wealth Management ISG Operating Committee for two years.
- Oversaw operations and account coverage by encouraging accountability and empowerment of each sales person.
- Led development of comprehensive business plans to streamline client coverage and grow global wallet share.
Managing Director
Furman Selz Inc
New York, NY
02.1994 - 08.1999
- Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
- Worked closely with organizational leadership and covered many top investors for equity sales desk
- Worked closely with Prime Brokerage unit to grow business alliances
- Grew business consistently prior to business being sold to ING Barings in 1997
Associate
Cantor Fitzgerald And Co
New York, NY
08.1992 - 02.1994
- Assisted equity sales and OTC traders- traded over 50 different Nasdaq stocks.
- Completed equity training program for Cantor Fitzgerald, Los Angeles Ca
- Executed and reported equity and equity derivatives trades for Institutional clients.
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
- Created solutions for customers to satisfy specific needs, quality and budget.
Education
Bachelor Of Arts: Psychology, 1992 - Psychology
Harvard University
Cambridge, MA05.1992
Skills
- Proven success with C-Level executives at all types of investment managers- Family office and Hedge funds' CEO, CFO and CIOs- at leveraging industry knowledge and experience throughout life-cycle of funds
- Skilled at consulting later-stage fund managers in looking at forming Family Offices
- Highly experienced with ultra-high net worth and institutional investors across hedge funds, Private Equity/ VC and Family offices
- Proven mentor and recruiter to grow sales force or business unit
- Managed multiple domestic and international sales teams
- Partnered with Cross-Asset sales teams
- Grew departmental revenues by over 50%
- Developed detailed business unit budgets across multiple products verticals over 15 years
- Managed through communication for accountability and inclusivity
- Empowered all members of team and promoted two-way communications at all times
Timeline
Managing Director
Morgan Stanley Institutional Equity Sales
08.1999 - 10.2023
Managing Director
Furman Selz Inc
02.1994 - 08.1999
Associate
Cantor Fitzgerald And Co
08.1992 - 02.1994
Bachelor Of Arts: Psychology, 1992 - Psychology
Harvard University