Type Of Business:
Shareholder communications firm
Expertise:
New business development; Sales for financial services companies within the investment management industry
Major Product/SVS:
Mutual fund proxy solicitation and asset servicing; Shareholder communications; Regulatory mailing services; Technology sales
Favorite Business Publication:
Institutional Investor News Publications; Money Management Executive; Ignites.com
Hobbies/Sports:
Snowboarding; Surfing; Golfing; Traveling
Education Degrees:
Masters of Education, Salisbury State University; Bachelor of Arts, Saint Michael's College
Affiliations Awards:
NICSA; Boston Banking & Financial Service Professionals; Mutual Fund Industry Association
Charity:
Financial Services Against Cancer, Expect Miracles Foundation; The Jimmy Fund; Ran NYC Marathon for Fred's Team, Memorial Sloan-Kettering Cancer Center
Number Of Years In Profession:
12
Number Of Years In Current Position:
3
What Does He/She Attribute Success To:
She attributes her success to her personal drive and desire for success. She thoroughly enjoy meeting people and working together to create business solutions.
Why did you become involved in your profession or industry?:
She became involved in her profession as she was in education for eight years and had the opportunity to move to New York City and try something new. She got into sales which targeted financial services and investment management companies and wound-up experiencing a great amount of success in her relationships with her clients. Eventually one of them hired her directly.
Position Responsibilities and Duties:
Overseeing relationship development and connecting with senior level executive decision makers; Generating new business leads for sales opportunities; Creating business partnerships through thoughtful consultation with clients and prospects; Analyzing clients’ business needs; Developing strategic solutions to meet company goals and drive revenue growth
Where Will You Be In 5 Years:
In five years, Ms. Connolly hopes to continue her career in new business development and sales but is open to new arenas to utilize her skills.