Adam Cefalo
Head of Global Sales @Goehring & Rozencwajg Associates, Llc
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WORK HISTORY
Head of Global Sales @Goehring & Rozencwajg Associates, Llc
New York, NY, US
EDUCATION
Williams College
BA
Boston College - Woods College of Advancing Studies
Master's degree
ABOUT ADAM CEFALO
Driven Investment Sales & Relationship Management Specialist with significant experience in the financial services industry. Proven success as a director of sales and marketing, and a product specialist, skilled at working with brokerage, Registered Investment Advisor (RIA) and Institutional Clients. Skills and Competencies Investment Management | Mutual Funds | Exchange Traded Funds (ETF)| Alternative Investments | Hedge Funds & Private Equity | Commodities and Precious Metals |Territory Management | Financial Planning | Business Development | Data Analytics | Sales Forecasting | Sales and Product Training | Cybersecurity Expertise | Customer Experience Achievements include: • Delivered year-on-year consistent performance exceeding mutual fund and ETF sales goals in all in 2020, 2019 and 2018 • Through extensive territory analysis, identified high net worth opportunities resulting in growth from $80M to $260M within three years • Assumed leadership role as product specialist for Closed End Fund rollout with all territory sales directors nationwide resulting in total sales of $220 million in one month • Developed “Why Invest in Silver?” sales and marketing aid to educate sales team for use in meetings with advisors. Led to a doubling of sales goal in silver ($197 million) over a 12-month period • Actively shared investment ideas, articles, and the company’s thought leadership to the sales team to leverage unique sales arguments that delivered sales growth Educational Qualifications MS Cybersecurity Governance and Policy, Boston College Woods Academy, Boston, MA Bachelor of Science, Economics, Williams College, Williamstown, MA Chartered Financial Analyst | Series 7, 63, 65 | GRC Professional Certificate Holder Affiliations Member of the Institute of Financial Chartered Analysts | Member, Boston Society of Security Analysts If you read my posts, please view these important disclosures: https://info.gorozen.com/id Mobile phone number: 77••••••29 Email address: a••••••••@icloud.com
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