Connor Millay

Connor Millay

Followers of Connor Millay677 followers
location of Connor MillayRégion métropolitaine de Cincinnati

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  • Timeline

  • About me

    Director, Business Development & New Advisor Engagement

  • Education

    • Northern Kentucky University

      -
      Finance, Sports Business

      Activités et associations :Alpha Tau Omega, Leadership Mentors

  • Experience

    • Northern Kentucky University

      Sept 2012 - Jan 2016

      Oversee 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 2016
      • Intramural Field Complex Supervisor

        Sept 2013 - Jan 2014
      • Intramural Official

        Sept 2012 - Jan 2014
    • Cincinnati Reds

      Mar 2013 - Jan 2013
      Public Safety Event Staff

      Ensure 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 2015
      Student Research Assistant

      Assisted 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 2014
      Merchandise Intern

      Assisted 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 2014
      NFL Play 60 Operations Intern

      Assisted 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 2015
      Office & Fundraising Intern

      Increased 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 2016
      Independent Contractor

      Independent contractor assisting with daily claims and processing for a Fortune 500 financial services company.

    • Fort Washington Investment Advisors, Inc.

      Sept 2016 - Jan 2017
      Finance & 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 2018
      Service Team Specialist

      In 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 2022
      • Advisor Consultant (Internal Wholesaler)

        Jan 2019 - Jan 2021
      • Relationship Manager

        Jan 2018 - Jan 2019
    • Brinker Capital

      Jan 2022 - Jan 2022
      Regional Sales Consultant (Hybrid Wholesaler)
    • SEI

      Oct 2022 - now

      KY,OH IN,KY,MI,OH

      • Business Development Director

        Oct 2024 - now
      • Business Development Consultant

        Oct 2022 - Oct 2024
  • Licenses & Certifications

    • SIE - Securities Industry Essentials Examination

      FINRA
      Jan 2022
    • Series 65 - Uniform Investment Adviser Law Examination

      FINRA
      Jan 2019
    • Series 7TO - General Securities Representative Examination

      FINRA
      Jan 2022