Institutional Relationship Manager at FOLIOfn
Washington D.C. Metro Area
- Current
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- Institutional Relationship Manager at FOLIOfn
- Past
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- Regional Sales Consultant/Director, South East United States at Rydex|SGI
- ETF Product Specialist, South East United States at Rydex Investments
- Internal Investment Consultant, South East United States at Rydex Investments
- Senior Shareholder Services Representative at Rydex Investments
- Shareholder Services Representative at Rydex Investments
- Education
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- University of Maryland College Park
- Recommended
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7 people have recommended Mark - Connections
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137
connections
- Industry
- Financial Services
- Websites
Mark Araujo’s Summary
A self-motivating professional with a proven track record of promotion, outstanding verbal communication skills, and the ability to handle matters efficiently and competently with upper level management and lower level management, colleagues and clients. Capable of the constant effort necessary to take an assignment from beginning to end and have a solid presentation ability, combined with a consultative attitude and sense of personal interaction. Efficient in work practices without supervision and creative in delivering ideas and details to clients. Passionate about relationship principles and a keen awareness of the value in building rapport. Effective in managing large regions and client pools, both through personal interaction and web-based applications. Client-centric and self-driven with terrific teamwork capabilities.
• Demonstrated the ability to be consultative throughout the sales process and client relationship, becoming familiar with the client’s needs and working to compliment their existing investment strategy.
• Effectively communicated complex investment strategies and educated both financial professionals and their clients on the benefits of risk management solutions.
• Achieved 97% of first quarter’s goal with new role and new territory.
• $16 million in First Quarter 2009 sales in primary Alternatives category.
• Grew existing client account from $1.4 million in First Quarter 2009 to $3.5 million by mid-Second Quarter 2009.
• Worked with client to take proprietary strategy from a satellite portion of the portfolio to a 10% ‘core’ allocation across client base.
• 2007 American Internal Winner
- Participants to include all internal sales consultants
- Free-form, 3-round presentation to be judged by direct managers, National Sales managers and CEO; final round presented to entire firm
Mark holds a degree from the University of Maryland, College Park.
Mark Araujo’s Specialties:
Mark Araujo is Series 7, Series 63, and Series 65 licensed.
Expertise with investments in alternative asset classes and alternative strategies.
Mark Araujo’s Experience
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Institutional Relationship Manager
FOLIOfn
(Privately Held; Financial Services industry)
October 2009 — Present (3 months)
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Regional Sales Consultant/Director, South East United States
Rydex|SGI
(Financial Services industry)
January 2009 — June 2009 (6 months)
• Consulted with financial professionals, on an individual and team basis, on proprietary products, their use, objectives and methodology.
• Managed territory internally and externally in order to meet or exceed firm goals.
• Focused on alternative asset classes, alternative strategies and actively-managed traditional strategies.
• Emphasis on education regarding alternative strategies, alternative asset classes, and their implementation through one-on-one meetings, group presentations, seminars and webinars.
• Developed personal sales strategies that concentrated on key focus-firms and weekly sales initiatives tailored to Marketing proposals and/or current economic cycles.
• Covered 3 states (GA, AL, MS) and traveled frequently to meet with clients and potential clients.
• Drove sales to meet or exceed assigned quarterly goal.
• Maintained existing and initiated new customer relationships.
• Maintained extensive client database. -
ETF Product Specialist, South East United States
Rydex Investments
(Privately Held; Financial Services industry)
February 2008 — December 2008 (11 months)
• Consulted with financial professionals, Hedge Funds and institutional investors on proprietary exchange traded products.
• Focus on alternative asset classes and alternative strategies.
• Educated clients and potential clients on the nuances of exchange traded products, such as the creation/redemption process, tax implications, the role of market makers/specialists, limit/market orders, ETFs vs. ETNs vs. ETPs, and other specifics.
• Covered 11 states in the South East and traveled frequently to meet with clients and potential clients
• Maintained existing and initiated new customer relationships.
• Drove sales to meet goal as a 4-person team, each covering one quarter of the country. -
Internal Investment Consultant, South East United States
Rydex Investments
(Privately Held; Financial Services industry)
December 2006 — January 2008 (1 year 2 months)
• Consulted with financial professionals on proprietary products, their use, objectives and methodology.
• Strong focus on alternative asset classes and alternative strategies.
• Maintained existing and initiated new customer relationships.
• Drove sales in proprietary mutual fund, ETF and variable annuity investment vehicles to meet or exceed goals.
• Assisted external partner in scheduling meetings within focus firms when necessary.
• Closed sales with clients outside of partner’s primary geography.
• Maintained extensive client database. -
Senior Shareholder Services Representative
Rydex Investments
(Privately Held; Financial Services industry)
March 2006 — November 2006 (9 months)
• Performed all managerial responsibilities in their absence.
• Monitored trades meeting or exceeding $250,000.00 on a daily basis.
• Trained new Shareholder Services Representatives.
• Participated significantly in the interview and hiring of new Shareholder Services Representatives.
• Created and maintained department flex-schedules.
• Handled escalated client calls. -
Shareholder Services Representative
Rydex Investments
(Privately Held; Financial Services industry)
May 2004 — February 2006 (1 year 10 months)
• Answered questions and fulfilled operational requests for retail clients by telephone, fax and email.
• Accurately placed exchanges, purchases and redemptions within client accounts.
• Created and maintained a new system for recording lost or returned mail.
Mark Araujo’s Education
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University of Maryland College Park
Bachelor of Arts , 1999 — 2003
Additional Information
Mark Araujo’s Websites:
Mark Araujo’s Interests:
Music, DJing, Photography, Digital Photo Editing
Mark Araujo’s Groups:
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Wholesaler Connect -
ETF (Exchange Traded Funds) Network (1,020 + members)
Mark Araujo’s Honors:
American Internal, Rydex Investments, 2007
Mark Araujo’s Contact Settings
Interested In:
- career opportunities
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
