Neal Brown

Sales Executive

Washington, DC, United States14 yrs 3 mos experience

Most Likely To SwitchAI Enabled

Key Highlights

Proven expertise in driving sales for financial services firms.
Strong background in machine learning and software sales.
FINRA licensed with extensive client relationship management experience.

Stackforce AI infers this person is a FinTech sales expert with strong capabilities in machine learning and client relationship management.

Contact

Skills

Core Skills

SalesBusiness DevelopmentMachine Learning SoftwareFinancial ServicesClient ServicePortfolio Management

Other Skills

Account ManagementApplied Machine LearningArtificial IntelligenceBloombergBusiness Relationship ManagementCapital MarketsCold CallingCommunicationCredit AnalysisCustomer ManagementCustomer RelationsCustomer ServiceDeep LearningEquitiesExcel

About

Results-oriented business development professional with extensive experience managing client relationships, initiating outbound sales prospecting, and managing effective business pipeline that lead to increases in revenues and client acquisition. Possesses in-depth financial services experience and technical delivery with proven expertise selling investments as well as software to financial services firms. FINRA Series 7 & 66 licensed. Adept at learning and applying new technologies and solving new problems; completed Machine Learning course at MIT. Key Skills: Sales, Business Development, Account Management, Customer Management, Partnerships, Financial Services Sales, Software Sales, Machine Learning Software, Artificial Intelligence, SaaS

Experience

Lineslip solutions

Account Executive

Feb 2023 – Present · 3 yrs 1 mo · Remote

Business Relationship ManagementProblem SolvingCommunicationCold CallingSalesBusiness Development

Verity

Account Executive - Institutional Sales

Feb 2022 – Dec 2022 · 10 mos

Business Relationship ManagementProblem SolvingCommunicationCold CallingSalesBusiness Development

Tradinghub

Sales Business Development

Sep 2020 – Jan 2022 · 1 yr 4 mos · New York City Metropolitan Area

Business Relationship ManagementProblem SolvingCommunicationCold CallingSalesBusiness Development

Accern

Enterprise Sales

Feb 2019 – Mar 2020 · 1 yr 1 mo · Greater New York City Area

Serve as co-lead of enterprise sales efforts for pre-series A technology startup focused in machine learning software.
Create and manage multiple lead generation campaigns targeting financial institutions.
Promote business value of machine learning technology to key clients. Lead efforts to increase software sales.

Business Relationship ManagementProblem SolvingCommunicationCold CallingSalesMachine Learning Software

Allianz global investors

Institutional Sales Associate

Mar 2014 – Jul 2018 · 4 yrs 4 mos · Greater New York City Area

Associate on Institutional Sales Team for a large, diversified global asset management firm.
Supported sales process of active investment strategies to institutional investors in the United States & Canada.

Business Relationship ManagementProblem SolvingCommunicationSalesFinancial Services

Morgan stanley wealth management

Senior Registered Client Service Associate, Portfolio Management Associate

Aug 2010 – Mar 2014 · 3 yrs 7 mos · Greater New York City Area

Served on 5-member team of financial advisors, assisted in growing their assets under management.
Developed comprehensive financial wealth management plans for clients/prospects using financial planning software.

Problem SolvingCommunicationCold CallingClient ServicePortfolio Management

Brean murray, carret & co.

Institutional Equity Sales Intern

Jun 2009 – Aug 2009 · 2 mos

Worked directly for the head of capital markets and assisted the sales team, analysts, and traders.
Created a centralized e-mail distribution list that allowed salespeople to easily access client information.
Attended pre-market meetings and gained market insight from analysts covering a number of exciting industries, such as China-online gaming, and Biotechnology.
Helped create presentations that were shown directly to investors, most notably, a detailed presentation of Brean Murray’s strengths that was shown to a representative of Iconix Brand Group, Inc.
Researched detailed information on a long list of equities in a number of different sectors; the information was then used by salespeople and analysts alike to compile market reports and other projects.

Problem SolvingCommunicationCold Calling

Summit commercial real estate, llc

Brokerage Intern

Jun 2008 – Aug 2008 · 2 mos

Summer 2008
· Assisted company management and developed a comprehensive understanding in all aspects of sales, leasing, and brokerage
of commercial real estate.
· Worked directly with clients; showed prime commercial real estate on K Street in the heart of Washington's business district.
· Gathered information on over 100 local growing companies and presented the spreadsheet to the President of the firm.

Problem SolvingCommunicationCold Calling

Frontline compliance, llc

Compliance Intern

Jun 2007 – Aug 2007 · 2 mos

· Worked directly with the President and Vice President of the company, learned about the operational and administrative
aspects of the company.
· Researched the SEC's EDGAR database and formed a database of over 500 local wealth management firms used by
Frontline for marketing purposes and conducted mailings and website research for possible clientele.

Problem SolvingCommunication