
Connor Millay

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About me
Director, Business Development & New Advisor Engagement
Education

Northern Kentucky University
-Finance, Sports BusinessActivités et associations :Alpha Tau Omega, Leadership Mentors
Experience

Northern Kentucky University
Sept 2012 - Jan 2016Oversee operations of Northern Kentucky University's 2.5 million dollar intramural field complex, such as the check in of students, opening and closing the complex, conflict resolution and management, and first aid provider. Additionally, I was the Campus Recreation point of contact for third party events taking place at the complex. Third party events I was supervisor for consisted of a fraternity powder puff football event and various club soccer tournaments. For club soccer tournaments I would direct traffic flow and parking. Voir moins
Intramural Official Supervisor
Jan 2014 - Jan 2016Intramural Field Complex Supervisor
Sept 2013 - Jan 2014Intramural Official
Sept 2012 - Jan 2014

Cincinnati Reds
Mar 2013 - Jan 2013Public Safety Event StaffEnsure the safety of all those attending Reds games at Great American Ballpark. Would check bags at gates, monitor crowds while on patrol, as well as use a security wand for fans re-entering the ballpark.

KnowRivalry.com
Jan 2014 - Jan 2015Student Research AssistantAssisted Northern Kentucky University Sports Business Professor Dr. Joe Cobbs and Western Carolina University Professor David Tyler in gathering research on NFL rivalries. Data was collected through surveys which were individually posted to various NFL message boards at specific high volume times.

PGA of America
Jan 2014 - Jan 2014Merchandise InternAssisted with the set-up, operation, and teardown of the 2014 PGA Championship Shops, also assisted vendor sales reps. The Championship Shops were a 38,000 square foot merchandise tent featuring over 400,000 items and merchandise from leading apparel brands such as Ralph Lauren, Nike, Adidas, Under Armour and Cutter & Buck. An additional responsibility included management of a staff of volunteers to ensure line flow was smooth and shelves were stocked in a store which sold over 8 million dollars in 11 days. Voir moins

Muñoz Agency
Sept 2014 - Oct 2014NFL Play 60 Operations InternAssisted in the planning and execution of the Dallas NFL Play 60 Character Camp. Pre-Camp Responsibilities were: Finding and contacting potential coaches, finding and contacting organizations to register kids, and assemble coaches manual. Responsibilities during camp range from hanging sponsor signage, assisting with camper check in and registration, and directing media and sponsor representatives.

Cincinnati Reds Community Fund
Jan 2015 - Oct 2015Office & Fundraising InternIncreased overall revenue of the Split the Pot Fundraiser and oversaw a staff of 16 game day interns whose average sales increased compared to years past. Gained a full understanding of the Pointstreak 50/50 system and how to troubleshoot the handhelds provided. Preformed game day scheduling and improved game day procedures with checklists and manuals. Represented the Community Fund at various events. Assisted with the set-up, execution, and tear down of several events which generated in total over $500,000. Conducted revenue reporting. Assisted with office data-entry, filing, and other various office needs. Voir moins

Education at Work
Mar 2016 - Sept 2016Independent ContractorIndependent contractor assisting with daily claims and processing for a Fortune 500 financial services company.

Fort Washington Investment Advisors, Inc.
Sept 2016 - Jan 2017Finance & Investment Operations Intern- Daily Bloomberg or cash reconciliation- Security Master File verification- Daily Dynamo software upload and formatting- Daily unclassified Global and emerging market credit- Barclay’s POINT analytical software data verification/reconciliation- Cash desk custodian bank report downloads

Orion Portfolio Solutions
Jan 2017 - Nov 2018Service Team SpecialistIn this position, I service financial advisors around the country to help them establish and maintain the best financial solutions for their clients. By performing my role within established operating procedures, I am able to help them establish new accounts and process contributions, distributions and fund transfers. I excel in developing relationships with these advisors through frequent calls by helping them troubleshoot problems, running various reports to aid them with client meetings, and being knowledgeable about the various financial decisions the advisors must help their clients make daily. Voir moins

Orion Advisor Solutions
Jan 2018 - Jan 2022- Execution of territory sales plans through virtual means, with some travel, resulting in increase in sales of both core and qualified plan assets, as well as retention of those same assets to achieve sales goals.- Strategizes with and provides advice to representatives in designing ideal business plan resulting in retention and growth of current AUM; maintains and nurtures existing relationships.- Ensures discretionary expenses stay within budget.- Maintains and updates contact database including prospect information and activity in sales automation tools; maintains reports of existing competitor's products.- Partners with Marketing in development of campaigns, newsletters, quarterly market reviews and sharing of ideas.- Mentors co-workers through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices and advising on methods used. Voir moins - Initiates outbound calls to existing clients and serves as a point of contact and subject matter expert.- Maintains client retention with high touch client service.- Builds rapport with existing clients to help provide an un-paralleled service experience and to promote FTJFC’s products and services.- Effectively communicates features, benefits and requirements of FTJFC’sproducts, services, procedures and policies.- Supports and assists clients with portfolio design and increased wallet share. This includes assisting clients with building and maintaining models.- Partners with the Sales Team to help support opportunities in the territory which will contribute towards the achievement of Sales objectives and goals. Voir moins
Regional Sales Consultant (Hybrid Wholesaler)
Jan 2022 - Jan 2022Advisor Consultant (Internal Wholesaler)
Jan 2019 - Jan 2021Relationship Manager
Jan 2018 - Jan 2019

Brinker Capital
Jan 2022 - Jan 2022Regional Sales Consultant (Hybrid Wholesaler)
SEI
Oct 2022 - nowKY,OH IN,KY,MI,OH
Business Development Director
Oct 2024 - nowBusiness Development Consultant
Oct 2022 - Oct 2024
Licenses & Certifications

SIE - Securities Industry Essentials Examination
FINRAJan 2022
Series 65 - Uniform Investment Adviser Law Examination
FINRAJan 2019
Series 7TO - General Securities Representative Examination
FINRAJan 2022
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