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BRIAN HALLORAN

Pleasantville, NY 10570  (914) 907-7321  brhalloran16@gmail.com

SALES/BUSINESS DEVELOPMENT EXECUTIVE
Profitability Enhancement | Revenue Increases | Market Share Growth
Results-focused leader with 18+ years of sales management experience. Articulate communicator skilled
in teambuilding and strengthening relationships with clients and senior leadership. Forward-thinking
strategies with track record of improvements to financial performance, revenue, and productivity.

AREAS OF EXPERTISE
Client Relationship Management ● New Business Development ● Strategic Sales Planning
Staffing ● Team Leadership ● Regulatory Compliance ● Resource Allocation ● Account Management
Needs Analysis ● Cross-Selling ● Risk Management ● Account Turnaround
PROFESSIONAL EXPERIENCE
BUCKINGHAM RESEARCH GROUP; Director, Institutional Trading
2013-2014
Managed client relationships, analyzed investment strategies, identified product overlap, and determined
appropriate services. Conducted extensive research into client and prospective client companies.
Key Accomplishments:
 Initiated new business relationship with $400 billion asset manager resulting in a new source of
revenue from trading operations with enormous long term potential.
STEPHENS, INC.; Managing Director/Head NY Trading, Institutional Equities
2007-2013
Set up and managed NY trading desk, overseeing daily operations. Hired, trained, and managed all sales
traders; distributed accounts; ensured regulatory compliance; selected, implemented, and managed all
technologies; and allocated resources. Built and managed relationships with management staff at all
levels, both internally and externally, to ensure top-notch service delivery to clients.
Key Accomplishments:
 Increased NY trading revenue +100%, $10 million to $23 million, from 2008-2012 while adding just
one trader to head count.
 Responsible for selection and implementation of new OMS (order management system) for all
trading and operations. Resulting in increased capacity and efficiency while lowering overall risk by
reducing erroneous trade errors 25% (annual savings of ~250k).
 Sales Goal Attainment: consistently +130%-150% of plan.
BEAR STEARNS & COMPANY, INC.; Managing Director, Institutional Equities
2000-2006
Senior member of equity sales trading team charged with managing relationships with large institutional
asset managers. Marketing of research and trading products to buy side clients to increase trading
revenues and strengthen relationships.
Key Accomplishments:
 Increased market share and revenue with JP Morgan Investment Mgmt: mkt share #22 to #7,
revenue from 400k to 3.0 million.
 Increased market share and revenue with ING/Voya: mkt share #18 to #3, revenue from 500k to 2.0
million.
 2001-2006: increased overall revenues for account package 500%, from 2.0 million to 10.0 million.

DONALDSON, LUFKIN & JENRETTE, SECURITIES CORP.; V.P., Institutional Equities
1996-2000
Institutional sales trader covering institutional asset managers. Disseminate equity research and trading
flow to drive new revenue opportunities.
 Opened and established trading relationship with Vanguard
 Sales Goal Attainment: +130%-200%, 1996-2000
BRISTOL-MYERS SQUIBB COMPANY; Territory Business Manager
1991-1994
Managed business district with $30 million annual sales budget. Led collaborative marketing effort with
business team involving 14 products. Developed strategic marketing and sales plan for target physicians
and hospital administrators.
 Leader’s Club Award “Outstanding Sales Performance;” District Sales Leader; Top 5 in new product
sales nationally.

EDUCATION & TRAINING
Columbia University, 1995-1996
Columbia Business School
MBA – Finance & Management of Organizations
Dean’s List
Pace University, 1986-1990
Bachelor of Arts – Economics
Summa Cum Laude – GPA: 3.98
Licenses
 Series 7, 63, and 55
COMMUNITY INVOLVEMENT
Board Member and Coach
 Dad’s Club of Pleasantville, community Youth Sports Program, 2006 - Present

BRIAN HALLORAN . (914)907-7321 . brhalloran16@gmail.com

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