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Forward Management - Managing Director Resume Example

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Caleb Baker
X XXXXX XXXXX, Orinda, CA 94563 | (H) XXXXXXXXXXXX | XXXXXXXXXXXXXXXXXXX
Professional Summary
Experienced, highly motivated sales executive with a history of outstanding achievement and productivity. Proven leadership skills, deep understanding of the intermediary and institutional business landscape, extensive relationships with a broad range of influential industry executives. Excellent communications skills and a recognized thought leader in the area of liquid alternative investments.
Skills
  • Nearly two decades of sales management experience with a track record of exceptional results.
  • Proven ability to build highly motivated and effective sales organizations.
  • Deep understanding of the distribution landscape for asset management services including broker-dealer, RIA, and institutional markets.
  • Large network of industry contacts across multiple distribution channels.
  • Extensive track record of successfully building and launching new products.
  • Industry recognized leader in the area of liquid alternatives including design, strategy, positioning and distribution.


Experience
Managing Director, Head of Distribution 02/2003 to Present
Forward Management, LLC. San Francisco, CA
Managing partner, member of the executive committee. Responsible for all aspects of the sales organization, including strategy, product design, personnel, and client service. Instrumental in taking a start-up asset management company to more than $6 billion in AUM in less than a decade. 
  • Lead a 30-person team of highly trained and effective sales professionals.
  • Consistently deliver superior sales results with more than $2.5 billion in annual gross sales in mutual funds, separate accounts and hedge funds for each of the last three years.
  • Manage or oversee all of the firms largest broker-dealer and institutional relationships. 
  • Built an efficient and highly profitable sales organization by leveraging technology, discipline and accountability.
Vice President, Institutional Sales 04/2001 to 01/2003
RS Investments, LLC. San Francisco, CA
Senior member of the institutional sales team. Responsible for business development in the areas of retirement, subadvisory, endowment and foundations.
  • Established and developed several institutional client relationships including including Prudential, Allstate, Ohio National, Security Benefit, Mass Mutual.
  • Managed all facets of business development and client service including, strategy, communications, and reporting.
Vice President, Divisional Manager 08/1996 to 03/2001
Salomon Brothers, Inc. (Travelers, Inc.) San Francisco, CA
Responsible for leading a team of 10 sales professionals servicing financial advisors in the Western US. As a senior member of the sales management team, I was involved in all areas of the sales organization from product development to strategy to business management.
  • 1999-2001: Western Divisional Sales Manager. Led a highly successful team responsible for servicing clients across all intermediary channels including national/regional wirehouses, independent broker-dealers, RIA's and bank brokerage.
  • 1996-1999: Regional Vice President wholesaling the pacific northwest. Consistently ranked in the top quartile of production.
  • Built many highly productive and lasting relationships with a number of the leading sales managers and top producers at the largest broker-dealer firms throughout the region.
Assistant Vice President, Regional Manager 06/1987 to 07/1996
Nuveen Investments San Francisco, CA
Served in several roles, beginning as a member of the client service team in Chicago and ultimately promoted to a regional sales manager in the San Francisco office. Produced a strong track record of consistently exceeding sales targets marketing a broad range of investment products to financial advisors throughout the region.
  • Regional Sales Manager (San Francisco, CA) Led a team of 10 sales professionals. Quickly turned the region into top quartile production.
  • Institutional Sales: (Irvine, CA) Marketed various short term bond strategies to consultants, bank trusts and plan sponsors.
  • Northern California Wholesaler: (San Francisco, CA) Consistent top producer. Launched more than a dozen closed-end funds, and marketed unit trusts, SMA's and mutual funds to advisors throughout the region.
Education
MBA: Economics Jun 1995 University of San Francisco - San Francisco, CA
Bachelor of Arts: English/Economics Jun 1984 Ohio Wesleyan University - Delaware , OH
Affiliations
ICI: Sales and Marketing Committee Member - Present
MMI: Conference Committee Member - Present
IMCA: Conference Committee Member 2012-2013
Non-Profit: Hamilton Family Center. (San Francisco's Largest Homeless Shelter) Vice President - Present
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Resume Details

This is a real resume for a Managing Director in Orinda, California with experience working for such companies as Forward Management, Llc, Rs Investments. This is one of the hundreds of Managing Director resumes available on our site for free. Use these resumes as templates to get help creating the best Managing Director resume.

Previous Companies:

  • Forward Management
  • LLC
  • RS Investments

Previous Job Positions:

  • Managing Director
  • Head of Distribution
  • Vice President
  • Institutional Sales
  • Divisional Manager

Schools:

  • University of San Francisco
  • Ohio Wesleyan University

Level of Education:

  • MBA
  • Bachelor of Arts

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