Wesley Neal
- Role
- Senior Vice President, Senior Business Development Officer at PNC
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Wesley Neal
Dynamic and results-driven financial services professional with over 20 years of…
Experience
Senior Vice President, Senior Business Development Officer
Feb 2011 — Present
Lead sales initiatives for PNC Bank and PNC Capital Advisors investment strategies with institutional prospects and clients, including Endowments, Foundations, Pension Plans, and Fortune 500 companies. Areas of expertise include Outsourced Chief Investment Officer (OCIO), Liquidity Management, Fixed Income, and Defined Contribution Investment Only (DCIO). Held accountable for client expansion. • Responsible for relationship management throughout entire sales cycle • Lead sales presentations with Boards of Directors, Executive Management, and Investment Committees of clients to deliver investment solutions for institutional clients • Collaborate with internal business partners to expand overall client revenue for PNC • Year-over-year increase in new business revenue and new primary clients • Member of Foundations and Endowments Practice Leadership Group • Hold FINRA Series 7 and 66
Skills
- Asset Management
- Defined Contribution
- Defined Benefit
- Alternative Investments
- Institutional
- Business Development
- Mutual Funds
- Investments
- Investment Strategies
- Crm
- Investment Management
- Portfolio Management
- Financial Services
- Financial Analysis
- Asset Allocation
- Relationship Management
- Series 7
- Due Diligence
- Finance
- Management
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