john mangini

Conducted market research, developed different financial models and created a business plan to enter a new market.

Product Manager for our Local Market Share iPad app that is distributed to over thousands of users on a quarterly basis. Collected and aggregated mutual fund sales data directly from clients to develop an understanding of key industry trends and help shape client distribution strategies. Worked with the sales desks and distribution teams of mutual fund companies to aid in pinpointing under-penetrated opportunities. Deliverables took the form of quarterly client-specific reports, presentations and ad hoc custom requests from clients. Market Metrics conducts over 25,000 annual surveys of financial advisors, in addition to in-depth interviews of several hundred executives at broker/dealers, banks, and BGAs/IMOs. This information is leveraged to provide clients with detailed information about exactly what their customers need and how they behave.

Assisted in research and analysis of the electronic utilities industry; presented and reviewed findings to the equity research group in order to help them support their equity recommendations to the portfolio management team.

Opened and closed investment portfolios for clients. Analyzed clients portfolios and allocated their assets in various ways. Implemented a marketing campaign towards clients with discretionary income.

* Responsible for managing multiple client relationships within a Principal’s book of business across several product lines * Led client meetings and trainings around our Local Market Share product * Provide support and respond to client requests, utilizing those opportunities to deliver additional value, above and beyond what the client requested * Independently created custom client presentations with strengths, weaknesses and issues * Worked with clients on designing new territory structures to better utilize their resources

Develop and maintain daily reports using Excel and Access. These reports provide management with a daily view of operational metrics. The analysis that I provide enables management to quickly distill the data and take action when warranted. Provide data analysis on patient treatment, utilization of facilities, and case volume for the hospital’s operating rooms. The data, pulled from our surgical information software, is used to create PowerPoint charts and presented at monthly committee meetings that gauge our organization’s overall effectiveness.

* Manage the full life-cycle and communication for client relationships including on-site kickoffs, project timelines, deliverables and implementation guidance * Deliver data driven recommendations to C-suite executives in order to further their monetization strategy * Manage 50 unique projects across 20 different clients. These projects include determining value metrics, creating feature differentiated packages, quantifying buyer personas, determining data driven price points and offering competitive insights

Participated in study abroad program: Corvinus University, Budapest Hungary, Fall 2007

GPA: 3.77 International Residency: Beijing and Shanghai, People’s Republic of China, March 2010 Recipient of the Jeffrey Castro Memorial Award