Keith Vukmir
Experienced Sales Leader, Corporate Relationship Professional, Product Developer, and Investment Manager
- Role
- Director of Institutional Retirement Sales at American Trust Custody
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Experience
Director of Institutional Retirement Sales
Aug 2016 — Present · Pittsburgh, PA, US
Jumpstart sales growth while delivering world-class customer experience for large institutional companies. Identify new business opportunities across numerous product and service lines, collaborating with executive leadership and cross-selling services including bank trust trading and advisor custody. Direct entire RFP/sales proposal process, quickly answering questions across firm operations including IT, financials, and legal history.• Secured $20 billion in AUM with 50% YOY growth, generating $2.5 million in annual sales revenue.• Expanded Mid Atlantic Capital Group reach, attending large financial industry conferences and educating attendees on firm products/services including Custom Investment Products and IRA and trading services.• Active member of team launching custody/trading products including Stable Value Funds and Custom Target Date Portfolios, partnering with advisors, brokers, principals, and money management professionals.• Gained 5+ large institutional relationships, connecting retirement services and asset managers with firm’s proprietary asset modeling platform and collective investment trust funds.
Education
Central Catholic High School
High School
University of Pittsburgh Katz Graduate School of Business
Masters of Business Administration
2005 — 2008
University of Dayton
B.S.
1994 — 1998
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.