Stephen Loffredo
Executive Director-Level Client & Product Advisor | Global Liquidity & Cash Management ■ Asset Growth ■ Client Relationships ■ Product Platform ■ Structure Enhancements
- Role
- Executive Director, Client Advisor, Global Liquidity at J.P. Morgan
- Location
- Tarrytown, NY, US
- LinkedIn followers
- 500 followers
About Stephen Loffredo
20+ year career advising clients on wide-spectrum of customized cash management solutions and building global liquidity product platforms for JPMorgan Chase and HSBC to address increasingly complex markets and regulatory environments. Drive sales, increase assets under management, and maximize revenue across portfolio of clients—multinationals, financial institutions, governments, pensions, foundations, endowments—through new money market fund products and account structures. ASSET & PRODUCT GROWTH: JPM:$200B Money Market Fund Channel |$125M Raised—New Product Launch |$5B in AUM—JPM IM Class Shares HSBC: 350% Product Revenue Increase | 5.6X Initial Investment Returns | Tripled Number of Available ProductsHIGH-QUALITY CLIENT & INTERNAL RELATIONSHIPS: Internal partnerships with Custody, Treasury Services, Commercial Bank, and Private Bank | External client market segments including non-bank financials, pension plans, investment managers, large corporations, and central banks EXPERTISE:Asset Management & Bank | Strategy & Planning | Business & Product Development | Relationship Management | Executive & Team Leadership | Consultative Client Partnerships | Client Prospecting & Sales | Research-Driven Approach | Product & Platform Advice | Client-Oriented Solutions | Value-Added Tools & Support | Market Insights | Regulatory OptimizationPRODUCTS:Money Market Funds | Bond Funds | Exchange-Traded Funds | Separately Managed Accounts | Strategic Asset Allocations
Experience
Executive Director, Client Advisor, Global Liquidity
Sep 2008 — Present · New York, NY, US
Selected for role based on success expanding HSBC’s global liquidity client and product platform, deep expertise in asset management and banking, and previous relationships, networks, and understanding of JPMs client/ bank channel structure. Serve as senior member of sales management team delivering customized strategies to businesses and financial institutions. FOCUS AREAS:Sales Liquidity Management Client & Internal Relationships Regulatory Oversight Cross-Sell Product Offerings Pipeline Development Technical Specifications Product Functionality
Education
Fordham University
BA
1987 — 1991
Fordham Gabelli School of Business
Master of Business Administration (MBA)
2002 — 2005
Skills
- Investments
- Asset Management
- Fixed Income
- Banking
- Mutual Funds
- Financial Services
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