Andrew Charles Wilson

Experience

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  First Industrial Realty Trust

  Sept 2007 - Nov 2008

  Acquisition and Development Analyst

  • Provided underwriting and financial analysis for acquisition and development proposals of $300MM• Briefed executive board on analysis methodologies, resulting in $150MM in successful acquisitions• Assessed strategic fit, identified risk factors and determined projected returns for 100 land investments

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  The Vanguard Group

  Jan 2010 - Sept 2013

  Institutional Client Associate / Accelerated Leadership Program

  Institutional Client Associate (Sept 2013)• Developed strategic asset allocations for client portfolios; executed complex trades including mutual fund, ETF and commingled trust assets; and acted as primary contact for $300MM book of 50 clients• Provided analytical, client service and sales support for 5 Relationship Managers and 300+ clients• Designated as lead analyst for $4B endowment relationship, Vanguard’s largest non-profit client• Selected as Project Lead to develop and present business case for new institutional sales strategy to drive $1B in additional mutual fund cash flowsVanguard Accelerated Leadership Program (Sept 2012)• Fast-paced leadership development program exposing participants to four rotations in 15 months• Completed rotations in Financial Advisor Sales, Institutional Relationship Management, Retail Services and Human Resources Data Reporting & Analytics• Created tool to identify portfolio and sector overlaps in ETFs, reducing analysis time by 96%• Implemented new cost accounting process for use by Senior Managers for capital allocation decisionsTotal Retirement Services Associate (June 2011)• Provided guidance to full service participants on asset allocation, fund selection, and tax efficiency for defined contribution, defined benefit and non-qualified plans• Managed execution plan for department efficiency goals affecting 1,000+ employees across two sites• Selected to lead 75 new associates through department training and FINRA licensing over 12 months• Consulted on new associate curriculum strategies that resulted in 20% increase in initial licensing pass rates and 3 week reduction in department training time Show less

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  Robert W. Baird & Co.

  Sept 2013 - Dec 2014

  Investment Strategist / Registered Client Specialist

  The Angeletti GroupPrivate Wealth ManagementInvestment Strategy / Client Service• Served as portfolio investment strategist, responsible for researching, selecting, recommending and monitoring client investments across entire FA client book• Handled client communication regarding investment selections, trade recommendations and team’s macro-economic outlook• Responsible for client onboarding coordination, which included managing the team’s prospect pipeline, assisting with proposal generation, opening new client accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan• Handled all inbound/outbound client communication including progress updates to clients, trade confirmation, and special client projectsMarketing• Responsible for PWM team website, including periodic review calls with the provider. Prepared and posted educational content aimed at driving website traffic• Maintained Client Relationship Management (CRM) system for FA, as well as leveraged the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service modelsBusiness Development• Proactively reviewed investment opportunities with goal of driving client business• Support FA business plan objectives and align individual goals with overall team philosophy• Worked directly with dedicated FA to generate new business and maintain/increase existing client relationships through cross-referencing and/or cross-selling that enhanced client satisfaction, built client retention and created client loyaltyOperations• Executed all security orders including stocks, bonds, fixed income, options, and annuities• Initiated and completed all transactions required to fully service High Net Worth client accounts including due diligence, correspondence and client request fulfillment Show less

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  Janus Henderson Investors U.S.

  Jan 2015 - Aug 2017

  Head of Research & Analytics, US Region

  Janus Henderson Investors is a leading global investment management company with a dynamic approach to investment management across the globe. Our wide range of investment products and services covers all major asset classes, including equities, government and corporate bonds, property, private capital, hedge funds and portfolio management services.As the Head of Research & Analytics (US Region), my key responsibilities are:• Serve as a Janus Henderson’s product expert, consultant and key resource of the US Retail product suite for US distribution including external sales, marketing and national accounts teams• Oversee the completion of monthly and quarterly client reporting including security analysis, performance measurement and attribution reporting• Provide thought leadership and proactive product positioning for marketing campaigns / sales strategies aimed at communicating our competitive, value-added proposition for clients• Develop and maintain in-depth product knowledge including a comprehensive understanding of each product’s investment strategy• Provide quarterly updates to portfolio management teams on relative positioning versus peers• Oversee the completion of all Retail RFPs and manage relationships with external database vendors• Manage and mentor a team of analysts Show less

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  DWS Group

  Sept 2017 - Jun 2024

  Vice President | Senior Client Portfolio Manager

  Primary coverage and distribution professional of alternative products/strategies, including real estate, infrastructure, natural resource equities and commodities, to investors and distributors. Organized and coordinated sales activities, such as roadshows, portfolio manager meetings, market research sessions, and creating/updating marketing documents.Interfaced with various stakeholder groups within DWS, such as business heads within alternatives, transactions and portfolio management, institutional and retail generalist sales, product development, product management, marketing, consultant relations, and compliance to drive sales efforts.Maintain close cooperation with Client Coverage teams in the region, via joint client visits and contacts, as well as product training courses. Engaged in independent processing and support in the analysis of customer potentials as well as the support of product initiatives together with the respective portfolio management teams.Regularly delivered market outlook and product/strategy presentations to internal management and external clients. Show less

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  Fifth Third Private Bank

  Jul 2024 - now

  Vice President | Senior Investment Advisor

  As a Senior Investment Advisor, I provide exemplary client service as the client facing investment expert for Private Bank clients. I am primarily responsible for retaining existing client relationships and providing ongoing support in partnership with the Private Bank team. I act as a representative of Fifth Third’s investment management philosophy and platform with the ability to deliver Fifth Third’s view of the economy and markets to clients, prospects, and business partners.I am also responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and helping clients achieve investment goals. While operating within the Bank's risk appetite, I achieve results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. My essential duties and responsibilities are:Proactively communicating and collaborating with WMAs to retain and grow existing client relationships through ongoing relationship management, learning about client investment goals, and presenting proposals for investment management. Engaging in ongoing, proactive client communications for all investment-related needs. Setting client goals and developing an Investment Policy Statement (IPS) for each client portfolio tied to each client’s financial plan. Ensuring that the construction and ongoing management of investment portfolios reflect the established Investment Policy Statement (IPS).Retaining existing assets under management and supporting growth of existing client assets through ongoing relationship management. Maintaining strong and proactive communication with clients and team members. Staying informed of market trends and analyzing the effect of these trends on client's portfolios. Show less