Scott M. Lee

About Scott M. Lee

As a global investment sales executive, I transform institutional markets businesses, and coach and shape teams to optimize performance and stimulate growth at unprecedented rates. I excel in institutional asset management spanning relationship management, client services, sales, and marketing. My body of work demonstrates strategies that deliver billions of dollars in new AUM, revenue, and profit for globally renowned organizations. Known as a growth partner, I stay connected to the clients’ needs, acting as a partner to reach their goals. My history of expanding markets with new business, closing deals, and achieving an 80% AUM retention rate speaks to my success with strategic top-tier clients. I thrive as a player/coach, shaping and mentoring collaborative, high-performing teams to identify opportunities, mitigate potential risk, and overcome obstacles to achieve commercial success. Sales Growth -$1B to $15B Existing Business – 30% to 53% CAGR – 36% in 4 years Global Bond Growth – 0% to 40% Defined-Contribution Growth -$5B to $18B Insurance GA Growth -$0 to $4.5B AUM & Captured expanded market with new accounts, as well as stimulated new profits with existing clients. Architected transformative sales growth strategies, targets, and KPIs. Expanded and strengthened the brand with launch of multi-pronged growth initiatives. Created a collaborative, performance-based work culture, improving individual and team outcomes. New Business DevelopmentInvestor RelationsClient Relationship Management (CRM)Asset ManagementChange AgentExecutive LeadershipInstitutional InvestmentsMarket ExpansionProfit & Revenue OptimizationSales & Marketing DevelopmentWealth ManagementIf you need strong growth- and results-driven leadership to move your organization to its next level of success, contact me at g••••••••@yahoo.com.

Experience

1. Head of Distribution, North America

   Efg Asset Management Americas Corp

   Jan 2023 — Present · US

Education

• University of California, Santa Cruz

  Bachelor of Arts (B.A.)

Skills

• Investment Strategies
• Alternative Investments
• Private Equity
• Financial Modeling
• Strategy
• Financial Management
• Client Solutions
• Management
• Negotiation
• Mutual Funds
• Risk Management
• Cross-Functional Team Leadership
• New Market Expansion
• Asset Management
• Capital Markets
• Investor Relations
• Conflict Resolution
• Stakeholder Relations
• Business Development
• Wealth Management
• Sales & Marketing
• Organizational Leadership
• Cross Selling
• Strategic Planning
• Investments
• Investment Trends
• Product Innovation
• Cross Cultural Management
• Securities