Darren Hovsepian

Vice President, Institution Services @LPL Financial

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2018 — Present

Vice President, Institution Services @LPL Financial

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Charlotte, NC, US

Partner with bank executive team and program management to identify key growth opportunities. Develop custom plans with business partners to develop end-to-end financial planning consulting to meet the needs of bank and credit union clients, including program optimization development, compliance and regulatory metrics.* Acquired $50M AUM book and increased to $100M+ in 18 months.* Generated $37M AUM with successful negotiation of off-platform (TAMP) assets - 1st on national team.* Generated $75M AUM with successful negotiation of off-platform (Trust) assets - Top 20% on national team.* Secured $100M AUM institutional client against Top Competitor during RFP.* Increased institutional-engagement of C-Suite among Enterprise OSJs.

SKILLS

OutlookSalesWholesaleMentoringB2b MarketingInstitutional SalesStrategic PartnershipsKey Account DevelopmentAccount ManagementChange ManagementMutual FundsRetirement Plan ConsultingRetirement BenefitsPowerpointMicrosoft ExcelOrganizational DevelopmentRelationship ManagementSalesforce.comWholesale BankingRelationship BuildingErisaManagementSales ProspectingTreasury ManagementThird Party RelationshipsNew Product ImplementationsCustomer ServiceSales ManagementSeries 6Performance ManagementEmployee TrainingProfit & Loss ManagementStrategic PlanningProblem SolvingMicrosoft WordTeam LeadershipAifBusiness DevelopmentNew Business DevelopmentProject Management

ABOUT DARREN HOVSEPIAN

Phone:(70••••••35 Email d••••••••@gmail.com Polished sales and business…

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Darren Hovsepian — Vice President, Institution Services at LPL Financial in Charlotte, NC, US | Unifers