Ryan Keeley

Experience

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  Boston Capital

  Jan 1999 - Jan 2002

  Delivered consistently strong performance results to win a promotion to national internal wholesaler with eventual accountability for serving as the Northeast Region representative for this firm offering wealth-management solutions that centered on the tax-credit benefits of real estate development limited partnerships.Served as the point of contact and liaison between registered representatives and brokers to facilitate the forging of strategic alliances with investment banks and brokerage houses.Sustained a consistent ranking as the top producer and delivered outstanding achievements in sales to generate more than 25 percent of the firm's total business.Optimized revenue growth by planning and executing the instructional programs needed to educate and train investment professionals on the use of tactical sales techniques and tax-planning strategies.Cultivated and maintained business relationships with registered representatives to maximize profit potential from a national network of thousands of brokers.Broadened the scope of personal consultative sales expertise and maintained ongoing awareness of industry trends by actively participating in national conferences, regional sales seminars and home-office meetings. Show less Served as a primary information resource to respond to the inquires of prospective and existing investors.Captured more than $800,000 in sales by following up on leads and effectively capitalizing on opportunities to advocate for the firm's tax-credit investment products.Verified the accuracy of daily transaction logs and updated a comprehensive database of applications and investment funds. Processed asset transfers and executed sales transactions in accordance with investors' specific directives.Advised investors and tax professionals on specific tax-preparation details associated with the reporting of Boston Capital investments. Show less

  • Internal Wholesaler

    Jan 2001 - Jan 2002

  • Investor Services Representative

    Jan 1999 - Jan 2001
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  CCO Investment Services Corp.

  Oct 2002 - Jan 2005

  Personal Financial Services Representative

  Personal Financial Services Representative (2002 to 2005)Acted as the main focal point to execute time-sensitive transactions for equity trades and fixed-income products on behalf of clients and in response to requests from financial consultants.Facilitated the decision-making process for clients by offering advice and recommendations on equity and fixed-income securities that reflected fluctuations in current stock prices and bond ratings.Participated in conference calls with financial consultants to serve as an information resource on matters related to the specific strategies needed to develop client-specific fixed-income portfolios.Maintained a consistent record of success in meeting and exceeding monthly revenue goals to earn designation as a bank officer in 2005. Show less

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  CCO Investment Services Corporation

  Jan 2005 - Dec 2011

  Director of Variable Annuities, Mutual Funds, and Market-Linked CDs (2009 to Present)Retained as a member of the executive management team during a period of corporate reorganization and challenged to expand revenues for the corporation's suite of mutual fund, annuity, and market-linked CD product offerings.Propelled variable annuity sales from $204 million to $394 million within 13 months by providing the strategies and mandated training required to more than double the number of financial consultants capturing ten or more tickets in a rolling 12-month period.Drove mutual fund sales from $600 million to $850 million within 13 months by solidifying business relationships, defining and deploying new tactical sales initiatives, and consultatively guiding and coaching financial consultants on the use of fund-positioning, market-condition interpretation, and multi-product diversification planning strategies.Led the rollout of the company's new market-linked CD product and exceeded projections by capturing $25 million in first-month sales.Planned and conducted formal presentations for groups of up to 600 to optimize the sales performance of regional bank partners and a local, regional, and national wealth-management sales force comprised of broker/dealers, trust group consultants, and premier banking group consultants.Currently providing knowledge-based, strategic concept development for the rollout of a new retirement income planning initiative targeting the 55+ age demographic. Show less Director of Products (2008 to 2009)Earned a promotion based upon a strong record of success in exceeding revenue-growth expectations for the sale offee-based investment products, including separately managed accounts, multi-manager accounts, and mutual fund wrap accounts. Assumed expanded responsibilities for directly overseeing a mutual fund product manager, a variable annuity product manager, a director of insurance, a sales analyst, and a fee-based internal wholesaler.Devised and implemented strategic business development plans that centered on providing tactical guidance and support to drive revenue expansion across all performance metrics.Conducted weekly meetings to assess performance, formulate revenue-expansion plans, evaluate professional development needs, and share tactical sales methodologies.Spearheaded the initiative to improve internal communication channels, with an emphasis on raising morale and encouraging the continuous sharing of proven sales techniques to heighten the impact of proposals.Facilitated the development of comprehensive investment planning strategies and increased revenue streams by capitalizing on opportunities to integrate investment service offerings into cogent presentations.Pioneered and implemented the plan to incorporate new technology into the analytics-evaluation function to aid representatives in tracking and improving individual sales performance. Show less Product Manager (2005 to 2008) Transitioned into a position as a product manager within the CCO Wealth Development Group, with responsibilities centered on cultivating relationships to optimize sales for the company's suite of fee-based productsDelivered significant and measurable revenue performance increases after launching a new mutual fund wrap offering in 2006 that was responsive to evolving market trends.Advised financial consultants within the company on the benefits and merits of investment products while providing tactical sales guidance to optimize profit potential.Planned and conducted PowerPoint presentations to train new hires and existing consultants on the use of relationship-building strategies and proposal-development techniques that were aligned with clients' short- and long-range investment and wealth-management goals.Maintained a competitive presence within the local business community and contributed to increased profit performance by sustaining a heightened awareness of emerging industry developments and constantly shifting global market trends. Show less

  • Vice President, Director of Variable Annuities, Mutual Funds, and Structured Products

    Nov 2009 - Dec 2011

  • Vice President, Director of Products

    Jan 2008 - Nov 2009

  • Product Manager

    Jan 2005 - Jan 2008
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  Lincoln Financial Distributors

  Dec 2011 - Jul 2013

  Regional Marketing Director

  Recruited by this financial services company to manage the New England territory and drive sales of annuity products by supporting business strategy implementation and tactically guiding financial advisors within regional bank channels.● Met challenge to establish and strengthen relationships with advisors by clarifying the value of variable annuity products as integral elements of a diversified financial planning strategy. ● Quadrupled monthly variable annuity sales by leveraging industry experience and comprehensive product knowledge to overcome sales obstacles, address preconceptions, and refine advisors’ understanding of core annuity products.● Cultivated relationships with financial advisors while advancing educational efforts during one-on-one and small-group presentations that highlighted the value of product offerings as competitive solutions for meeting the financial/investment needs of individuals and institutions.● Accompanied advisors on sales calls to provide consultative guidance and functioned as an information resource and product expert to heighten the impact of client-centric presentations and effectively improve sales-closing outcomes.● Garnered hypothetical scenarios from advisors and developed proposals that supported tactical solutions selling.● Interfaced directly with the divisional manager to review quarterly performance analytics and to foster goal achievement through mission-focused business plan development. Show less

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  Santander Bank, N.A.

  Jul 2013 - May 2016

  V.P. Head of Advisory

  Recruited into a newly created position by this broker/dealer to leverage expertise in the development of best practices for driving revenue growth for insurance and annuity products. Assumed concurrent responsibility for devising strategies for growing revenues generated by managed accounts after transitioning into a new role as head of managed money and annuities.● Met goal of positioning a newly launched managed money platform against well-entrenched national competitors while doubling monthly sales.● Refocused efforts on strengthening the field sales force through implementation of comprehensive training initiatives that highlighted the strategic value of the managed money platform as a vehicle for building recurring revenue streams.● Heightened the effectiveness of regional sales managers through strategic training and ensured the integration of a holistic approach to financial planning to identify additional revenue-growth opportunities while fostering client retention.● Ensured successful strategic plan implementation by decisively managing relationships with companies offering fixed, indexed, and variable annuity products; assessing and approving all new products; and serving as the focal point to train advisors on tactics for positioning products within client-centered presentations.● Functioned as a strategic resource and product expert while accompanying financial advisors during client meetings.● Provided deadline-compliant strategic guidance to finalize a new insurance platform, including approving insurance products and spearheading training initiatives during a major rollout initiative across the firm’s Northeast footprint.● Collaborated with local and parent-company executives in Madrid throughout the product-approval process and imparted product-specific knowledge to prepare a representative for a key presentation before the approval committee in Spain. Show less

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  Russell Investments

  May 2016 - Jul 2017

  Bank Channel Executive

  Recruited to this global asset management firm to implement a new business development strategy that centers on expanding distribution opportunities, deepening existing relationships, leveraging internal partnerships, and increasing productivity through tactical support of sales team members representing a suite of investment solutions.● Uncover and develop distribution opportunities to drive business growth by leveraging relationships with a well-developed network of industry contacts and by attending prominent industry events and roundtable meetings.● Cultivate and solidify relationships with centers of influence to identify opportunities for wholesalers, including regional managers, broker/dealer presidents, and divisional and regional managers.● Increase sales team productivity by conveying high-value field intelligence and through implementation of training initiatives that provide bank advisors with the tools needed to persuasively impart product knowledge and effectively showcase the value of Russell Investments’ high standard of service within the competitive investment arena.● Improve positioning within the competitive landscape by advocating effectively for the firm’s wide array of investment solutions and proven ability to provide best-in-class practice management and wholesaler support.● Maintain a sharp focus on optimizing bank channel opportunities through tactical exploitation of existing resources and strategic, mission-focused management of relationships with internal business units. Show less

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  Reliance Standard

  Sept 2017 - now

  National Accounts Manager Financial Institutions