John Yannone

John Yannone

Senior Vice President / Advisor Group

Followers of John Yannone800 followers
location of John YannoneBoston, Massachusetts, United States

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  • Timeline

  • About me

    Senior Business Development Executive | Strategic Growth | Client Acquisition | Revenue Optimization | Leadership | Financial Services

  • Education

    • Plymouth State University

      -
      Bachelor of Science Business Management & Mathematics
    • Suffolk University

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      Master of Business Administration (M.B.A.) Executive Program
  • Experience

    • CDC IXIS Asset Management

      Jan 2000 - Dec 2003
      Senior Vice President / Advisor Group

      * Secured business development opportunities in partnership with RIA's, Consultants and IBD's. * Fostered relationships with key prospects, clients, and partners to accelerate sales growth. * Ensured effective settlement and placement of products on mutual fund wrap and separate account platforms by collaborating with research analysts. * Managed team of 10 investment professionals. * Educated sales personnel on creating an impactful business plan and rotation that allowed them to focus on strategic account management. Show less

    • Harbor Funds Distributors, Inc.

      Jan 2003 - Dec 2019

      * Promoted to oversee business development efforts across the U.S., managing internal teams and third-party partnerships to drive growth.* Grew assets by $2B in two years through strategic initiatives focused on client retention, brand awareness, and targeted marketing.* Increased new client acquisition by 40% and existing client retention by 60%, resulting in a 35% revenue increase.* Developed RFP responses, achieving a 30% increase in successful bids by streamlining the process and ensuring timely submissions.* Managed the preparation of marketing and sales materials, ensuring compliance and presenting Harbor’s services effectively to clients. Show less * Led business development across the East Coast, driving a 700% increase in annual sales and assets from $10B to $85B.* Developed and executed strategies that resulted in a 75% increase in client acquisition and a 25% growth in national sales.* Managed and mentored a 30+ person sales team, improving productivity by 25% through coaching and utilizing CRM tools.* Led competitive intelligence initiatives that resulted in a 15% increase in market share, adapting sales strategies based on industry trends.* Developed a comprehensive target market analysis, boosting sales by 25% over 12 months through tailored client strategies. Show less

      • Director of Business Development

        Jan 2015 - Dec 2019
      • Senior Vice President / Registered Principle

        Jan 2003 - Dec 2014
    • Premier Investments, LLC

      Oct 2020 - Jun 2022
      Senior Vice President

      * Led business development for a rapidly growing start-up, driving significant revenue growth and brand recognition across the northeastern U.S.* Developed and executed innovative business strategies, aligning offerings with client needs and resulting in a 20% increase in revenue over one year.* Improved client acquisition processes, reducing redundancies and boosting prospecting efficiency, leading to a 30% increase in client satisfaction ratings.* Spearheaded strategic planning initiatives, leveraging CRM tools to prioritize high-impact projects and drive 35% market penetration growth over two years.* Cultivated relationships with key stakeholders, contributing to increased trust and securing new business contracts. Show less

    • MLG Capital

      Apr 2025 - now
      Vice President of Business Development

      Driving new business development, fundraising, and fostering key relationships across the Northeast Region. Focused on identifying, cultivating, and maintaining strong connections with Registered Investment Advisors (RIAs), Family Offices, Multi-Family Offices, select Broker Dealers and High Net Worth Individuals.

  • Licenses & Certifications

    • Series 6,63,24,26,7

      FINRA