david horne

david horne

key account sales executive us offshore

About

Experienced Key Account Sales Executive with a highly successful history of working in the financial intermediary industry. Skilled in business development and building relationships for US Offshore clients who utlize UCITs products (ETFs & Mutual Funds) and domestic 40 act products. Top producer in US bank channel. Graduated BA Rutgers College and CIMA at University of California, Berkeley.

Country

united states

City

chester springs

Industry

financial services

Skill

etfs, leadership, public speaking, sales, business development, people development, series 7, series 63, direct sales, relationship building, financial services, business relationship management, capital markets, territory management, territory account management, etf, mutual funds

Experience

vanguard

key account sales executive us offshore

vanguard

2012-9 - Present · 14 yrs 1 mo

Successfully launched Vanguard's new US Offshore business in 2012. Identified channel's needs and requirements to grow market share in the $1 trillion dollar offshore market. Developed new book of business and deep relationships with large US based financial intermediaries who cater to international clientele. Position Vanguard UCITs mutual funds via Reg S and UCITs ETFs on client approved lists and offshore models. Educate clients on appropriate investment vehicles based on operational capabilities and tax implications. Regional focus on international hubs in Miami, New York, Texas, and California.

vanguard

sales executive - wirehouses

vanguard

2012-1 - 2012-9 · 9 mos

Work with large wirehouses to promote and position Vanguard ETFs and mutual funds.

vanguard

sales executive - banks

vanguard

1996-1 - 2011-12 · 16 yrs

Top producer in bank channel, identify and develop key account relationships with large US private banks. Determine strategic and tactical investment objectives, position Vanguard ETFs & mutual funds to address client needs.

vanguard

senior manager - asset retention

vanguard

1995-1 - 1995-12 · 1 yr
vanguard

marketing manager - 401k plans

vanguard

1992-1 - 1994-12 · 3 yrs
vanguard

manager - retirement specialists

vanguard

1990-1 - 1991-12 · 2 yrs
vanguard

retirement plan specialist

vanguard

1988-7 - 1989-12 · 1 yr 6 mos
vanguard

investor information specialist

vanguard

1987-1 - 1988-6 · 1 yr 6 mos

Education

university of california, berkeley

university of california, berkeley

2006-1 - 2006-1 · 1 mo
the wharton school

the wharton school

education

2004-1 - 2004-1 · 1 mo
rutgers university–new brunswick

rutgers university–new brunswick

economics

david horne's Contact Information

Email

******@***.com

Phone

(**) *** ****

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