Al Close

Background

About Al Close

PROFILE Financial Services executive with more than 20 years success accelerating revenue growth and profitability for privately held and publicly traded companies. Consistently leveraged market opportunity, industry contacts, competitive strengths and limited resources to deliver exceptional business results. Aggressive and results-centered financial services strategist committed to proposing and executing market centered and organizationally sound initiatives that deliver client and investor value. CAREER HIGHLIGHTS -Re-engineered product marketing and sales incentives to drive $300 million combined increase in annual revenue over three years across broker-dealer, agency sales, and 403(b) channels-Drove the marketing support critical to migrating a product line to a institutional leader, assuring $500 million in new business in the face of a ratings decline-Led the 90-day rebranding of the company and subsequent successful market repositioning for a fraction of the dollars allocated by industry leaders-Exponentially grew independent sales and distribution in the face of a highly regarded leader exit and initially unpopular changes at privately held securities Broker /Dealer. Sold producers on the vision and upside potential-Leverage personal track record, industry contacts, and a multi-year strategic plan to win commission concessions and more significant fund trading volumes-Centralized and integrated all product and sales channel marketing, reducing staff by 5% and expenses by 20% while supporting two years of record revenue growth across the company-Won industry recognition for delivering impactful advertising, public relations, and community relations programs while containing expenses.