Marketing Associate- Product Marketing @ Guardian Life
Mutual Fund Product Analyst @ Guardian Life
Shareholder Communications Specialist @ The Guardian Life Insurance Company of America
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Annuity Marketing, Shareholder Associate Manager @ -Oversee the coordination, development, and production of shareholder regulatory materials. These items include prospectuses, annual and semiannual reports, and any enhancements that result from fund partner actions.
-Develop investment related marketing materials for the variable annuity product line.
-Develop ad-hoc marketing items such as wholesaler promotion, internal training materials, and external
Annuity Marketing, Shareholder Associate Manager @ -Oversee the coordination, development, and production of shareholder regulatory materials. These items include prospectuses, annual and semiannual reports, and any enhancements that result from fund partner actions.
-Develop investment related marketing materials for the variable annuity product line.
-Develop ad-hoc marketing items such as wholesaler promotion, internal training materials, and external communications.
-Management of vendor relationships related to regulatory materials. This includes contract and budget reviews, and print cost reimbursements from our fund partners. From July 2014 to Present (1 year 6 months) Mutual Fund Product Analyst @ From October 2013 to Present (2 years 3 months) Shareholder Communications Specialist @ -Creation and production of regulatory shareholder communications including prospectuses, annual/semi annual reports, and other regulatory documents.
-Manged the regulatory customer communications process to ensure all documentation is received within legally mandated timeframes.
-Negotiation and development of vendor contracts with printing partners.
-Reduced costs for company by developing reimbursement strategies and introducing shortened regulatory documents.
-Managed the internal and external proxy process across several product lines. From August 2012 to October 2013 (1 year 3 months) Equity Shareholder Communications and Distribution Marketing @ Equity Shareholder Communications and Mutual
Fund Marketing for RS Investments at The Guardian Life Insurance Company of America in New York, NY. From January 2011 to August 2012 (1 year 8 months) Greater New York City AreaSenior Regional Sales Representative @ - Working as a regional wholesaler for financial products, including mutual funds, annuities, and retirement plans.
- One on One relationships with Financial Advisors within the Independent Broker-Dealer network as well as the major Wirehouse networks.
- Marketing and Product development
- Client contract negotiations and issue resolution.
- Territory management and expansion over the major North East area including PA, Upstate NY, and the great Mid-Atlantic area.
- Training and development of the new recruits to the sales desk, including sales skills, information technology, and time management. From July 2005 to February 2011 (5 years 8 months) Customer Relations and Experience @ -Managed the concerns and experience of our investing customers. Included mergers, closures, and day-to-day concerns.
-Product and solution recommendations to develop further customer satisfaction, retention, and increased investment with Pioneer.
-Responded to heightened customer issues and provided appropriate solutions or recommedations.
-Trained new hires and participated in the development of training materials. From January 2005 to August 2005 (8 months) Greater Boston Area
BS, Business Communications @ Assumption College From 2000 to 2004 Brian Foran is skilled in: Customer Experience, Customer Retention, Regulatory Requirements, Regulatory Affairs, Marketing Communications, Vendor Relationships, Vendor Contracts, Vendor Management, Contract Negotiation, FINRA, Annual Reports, Sales, Territory Management, Territory Development, Investor Relations, Building Relationships, Relationship Marketing, Sales Force Development
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