Salvatore M. Capizzi
Chief Sales & Marketing Officer Executive Vice President @Dunham
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WORK HISTORY
Chief Sales & Marketing Officer Executive Vice President @Dunham
Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/ Dealer.\\\\n\\\\nRevitalized and expanded firm\'s TAMP program, mutual fund, and Trust Company business. Had a significant impact on AUM, revenue, and reputation.\\\\n• Recruited to lead sales & marketing and serve with C-Level Team.\\\\n• Achieved positive net new AUM in 12 out of last 13 years despite being actively managed.\\\\n• Hired and built a high-performing team from scratch through focused sales leadership:\\\\n- In almost 13 years, no external wholesaler has voluntarily resigned from Dunham.\\\\n-11 internal wholesalers promoted to senior roles in the firm.\\\\n• Understanding individual motivations overhauled compensation and transformed training programs.\\\\n• Designed and relaunched the Dunham Advisory Board generating significant net AUM.\\\\n• Re-engineered Dunham Institute creating one of the premier Independent FA meetings.\\\\n• Created unique marketing programs including Roth bucket IRA Conversion, turnkey IRA Trust, capital gains deferral trust program, Bear Market Campaign with 14 white papers and videos, advisory fees educational program with a unique narrative, and a different FA plus a variety of other programs.\\\\n• Created coaching sessions to help internals conduct webinars with confidence.\\\\n• Led Dunham\'s marketing and communications efforts, including media relationships branding, and guided Dunham to digital age.\\\\n• Chief thought leadership contributor to the Dunham blog.\\\\n• Established wirehouse corporate trustee relationship generating significant annual revenue.\\\\n• Developed Dunham Trust Advisor Choice Program; named Americas Most Advisor Friendly Trust Company by Wealth Advisor Publication.\\\\n• Sought-after speaker for broker/dealer and investor FA meetings.\\\\n• Teamed with Dunham COO to upgrade technology platforms and website through Borg project.\\\\n• Engage with Dunham Fund Board of Trustees.\\\\n• Exit Planning Institute San Diego board of directors.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
EDUCATION
Baruch College
BA, History
The Wharton School
The Securities Industry Institute® (SII)
ABOUT SALVATORE M. CAPIZZI
Visionary, multi-faceted Financial Services Sales Executive with a wealth of expertise in…
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