Greg Jones

VP, National Accounts @Calamos Investments

New York, NY, US

Responsible for managing primary and secondary national accounts relationships and assisting the Head of National Accounts in building and executing strategy. This role also involves conference planning and attendance on behalf of Calamos, as well as managing various day-to-day national accounts activities.• Serve as the primary relationship contact for the firm’s primary and secondary national accounts relationships, interacting with a variety of contacts in both proactive and liaison capacities.• Maintain responsibility for all conference planning activities and attend conferences on behalf of Calamos.• Assist the SVP/Head of National Accounts with strategic activities.• Handle a variety of day-to-day national account responsibilities.• Work with and provide support and information to Intermediary external wholesalers to assist in their sales efforts.• Uncover industry trends and leverage them within partner firm relationships.• Assist the SVP/Head of National Accounts with conducting analysis of sales/market trends in the industry, our firm, and with assigned strategic partners.• Maintain a high level of industry and Calamos product knowledge.• Log client contacts in the CRM system, including inbound/outbound calls, meetings, conference calls, etc.• Handle related duties and complete special projects as assigned.• Leverage Partner Firm Data to maximize opportunities with primary and secondary national account relationships.

University of California, Berkeley

Bachelor of Arts - BA

NYU Stern School of Business

Master of Business Administration - MBA