Stephanie Catalano

National Account Manager @Pgim Investments

Newark, NJ, US

Play a significant role in enabling business success, driving revenue growth, and developing, managing, and maintaining relationships with various Wire and RIA clients, such as Merrill Lynch, Wells Fargo Advisors, Rockefeller, Sanctuary, and Hightower. New coverage includes CAIS, iCapital and Subscribe and currently cover Edward Jones while an open position is filled. Notable Accomplishments:• Engage with senior management at both PGIM Investments and client firms to understand client priorities and identify opportunities to help achieve their goals. • Continuously build strong client relationships and provide impeccable customer service resulting in an increase in assets under management. • Drive product awareness within each focus firm increasing sales year over year. • Successfully expanded PGIM Investments’ products such as active ETFs, SMAs, and Direct Indexing. In 2024 multiple products launched at various client firms while educating firms about our Alternative Investment capabilities. • Identified new business opportunities with existing accounts by offering value-added training on complex topics, educating clients on available solutions, and providing regular updates on products and market changes.• Established strong collaborative relationships with cross-functional teams, including legal, compliance, RFP, and operations to facilitate effective communication and meet time sensitive deadlines.• Fostered operational effectiveness and organizational excellence managing large accounts.