Jeff Hladun
National accounts executive | Working with home offices to adopt and implement software technology for retirement plan advisors.
- Role
- National Account Director at Fi360 Now Broadridge
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Jeff Hladun
Experienced sales professional with a demonstrated history of working with national accounts in the financial services industry. Skilled in sales, relationship management, managed investment products, and securities regulation. MBA (concentration in Finance) from University of Denver with a deep understanding of corporate finance and financial markets.
Experience
National Account Director
Aug 2014 — Present · Denver, CO, US
My first initiative at Fi360 was to develop a new sales vertical working with enterprise clients and prospects (broker-dealers, RIAs, recordkeepers, and mutual fund companies) through Fi360 products and solutions.My responsibilities include identifying, and working with, decision-makers and C-level executives at broker-dealers, RIAs, and aggregators to surface new business opportunities and implement solutions across the firm\'s retirement plan advisor base. Fi360 provides fiduciary education and training and SaaS solutions to help plan advisors run their business, but also to assist home offices in their compliance, surveillance, and oversight responsibilities. I play a pivotal role in the development and execution of enterprise implementation plans in conjunction with product management, including custom software configurations and data aggregation.
Education
Loyola University Chicago
Finance
2003 — 2006
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
2012 — 2014
Skills
- Financial Services
- Crm
- Contract Negotiation
- Selling
- Finance
- Equities
- Business Development
- Financial Analysis
- Wealth Management
- Sales
- Client Engagement
- Asset Allocation
- Mutual Funds
- 401k
- Investment Management
- Customer Engagement
- Series 7
- Asset Management
- Due Diligence
- Hedge Funds
- Investment Advisory
- Trading
- Series 63
- Investments
- Etfs
- 401(K) Retirement Savings Plans
- Financial Advisory
- Tactical Asset Allocation
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Client Relationship Building
- Investment Products
- Consultative Selling
- Securities
- Customer Relationship Management (Crm)
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